Getting Started With ChurchTrac
Getting Help
One of the best ways to learn the software is to join a Getting Started Livestream. These weekly livestreams are a fantastic opportunity to see all the core features of the software and ask questions. The live streams are intentionally small and highly interactive!
When you have questions or need extra help, connect with our Support Team by creating a support ticket. We also have over 100 instructional videos on YouTube, an active Facebook presence, and we regularly host in-depth livestreams on a variety of ChurchTrac topics and features.
Is Support Included?
Yes. Every paid plan includes support. We address questions or issues quickly through our Support Ticket system. Create a new ticket, and one of our helpful staff will be glad to respond. We respond to tickets throughout the day during normal business hours.
Navigating the Application
ChurchTrac is organized into eight main sections or "screens" (Home, People, Events, etc.).
Navigate to these screens by clicking the corresponding item on the main toolbar. Your main toolbar will resemble one of the images below, based on the toolbar style you have selected in Settings > Preferences.
Each screen has its own toolbar with items specific to that screen. These items navigate to sub-pages, providing additional functionality.
On smaller screens, these page options can be found by selecting the arrow on the top-right corner of the screen.
What Should I Do First?
One of the biggest challenges in using any application is knowing where to start. To assist you, we've created a Roadmap to provide a clear path forward.
Add User Accounts
- Create a user account for each leader in your church (pastor, worship leader, treasurer, staff, etc.). Your ChurchTrac account includes up to 10 users initially. Just reach out to our team if you need more!
- Assign permissions: Control access so each user only sees and edits information related to their ministry or role.
Add Your Names
- Add your name and your families information. Then, start adding your members.
- Use the "Add My Family" feature and let your congregation provide their information (recommended).
- Let us import your data from a spreadsheet or another church software provider.