Getting Started With ChurchTrac

Getting Started: An Introduction to ChurchTrac Watch full video →

 

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 live.

Don't see a time that works for you? Watch a pre-recorded livestream on-demand.

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.

Navigating the Application

ChurchTrac is organized into eight main sections, or "screens" (Home, People, Events, etc.). These screens make up the "Main Menu."

Navigating Toolbar Left
Navigating Toolbar Top

Each screen has its own "toolbar" that contains the specific functions available for that section.

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.

1
1

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.
2
2

Add Your Names

3
3

Join a Getting Started Livestream

  • Gather you and your team to join one of our weekly Getting Started Livestreams. These free livestreams last about 1 hour, and they're the perfect opportunity to ask all of your questions.

Other Next Steps

 
Getting Started with Giving and Online Giving
 
Setup Your Groups, Classes, and Ministry Teams
 
Configure User-Defined Fields
 
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

FAQS

How much does ChurchTrac cost?

ChurchTrac's pricing is based on the number of names you add to your church database. To learn more about pricing, visit our pricing page.

Does ChurchTrac include support for free?

ChurchTrac includes free support. Our average response time for new support tickets is under 1 business hour. Please reach out to our support team if you have any questions.

Do you import our data for free?

Yes! We’ll take care of your very first People import at no cost. Just send us your spreadsheet, and we’ll get your members set up for you. You can also import your giving records directly into ChurchTrac whenever you need.

If I sign up for a paid plan, will I lose the information I entered during my trial?

No. Any data you enter during your trial will automatically carry over when you sign up for a paid plan.

What makes ChurchTrac different from the other church software companies?

Here are the 4 top reasons churches choose ChurchTrac...

  1. The most affordable All-In-One Church Management Software.
  2. Easy to use. (Ranked #1 according to Software Advice & Capterra).
  3. Most affordable and easy to use Church Accounting Software.
  4. Low online giving fees with an average savings of over $500/year.