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 Help Topics / Getting Started & FAQs / Getting Started With ChurchTrac

Getting Started With ChurchTrac


  • Getting Help
  • Navigating the Application
  • What Should I Do First?
  • Some Next Steps

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!

Help Button
Confused about something? Select the orange Help button on the top right corner of the application. You'll get an overview of the current screen, along with links to our user guide.

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.

Phone Support?

Yes! We try to 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, even after hours and on weekends.

With that said, we know that some issues are better addressed with a person on the phone. If you feel your issue would best be addressed over the phone, select the button below to choose a time that will best work for you.

Schedule a Call with our Support Team

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.

Navigating Toolbar Left
Navigating Toolbar Top

Each screen has its own toolbar with items specific to that screen. These items navigate to sub-pages, providing additional functionality.

Navigating ChurchTrac ChMS

On smaller screens, these page options can be found by selecting the arrow on the top-right corner of the screen.

Navigating ChurchTrac ChMS

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.

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Add Your Names

  • You can add names and families using the People screen.
  • 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.
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Add User Accounts

Create a user for each leader in your church. Create a user account for your pastor, worship leader, treasurer, staff--whoever needs access. You can assign permissions so users can only access information that pertains to their area of ministry or administration. Your ChurchTrac account includes up to 10 users, but reach out to our team if you need a few more.
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Configure Application Settings

Explore the Settings screen to customize preferences, such as color theme and toolbar style. Administrators can configure account-specific settings in Settings > Admin Settings. You can also upload your church logo, set messaging options, connect to Online Giving, and configure the Home screen dashboard.

Some Next Steps

Schedule Your Onboarding Workshop
Setup Your Groups, Classes, and Ministry Teams
Configure User-Defined Fields
Getting Started with Giving and Online Giving
Set up Accounting and Budgets
Use Church Connect as your Website, App, and Member Portal
Set up Worship Planning and Scheduling
Use the Calendar to track Events, Attendance, Check-In, and Registrations
Set up Automations
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