Getting Started With ChurchTrac
Welcome to ChurchTrac! Our software is a powerful tool that is designed to equip you and your leaders to do effective ministry. Despite all the features we've packed into our software, it's designed to be intuitive and user-friendly.
Getting Started Workshop
One of the best ways to learn the software is to join a Getting Started Workshop. These live workshops are a fantastic opportunity to see all the core features of the software and ask questions. These workshops are intentionally small and highly interactive!
Join our next Getting Started Workshop
Navigating the Application
ChurchTrac is organized into different sections called "screens". The main application screens include:
- Home / Dashboard
- People / Families
- Events / Attendance (including Family Check-In)
- Worship / Scheduling
- Giving / Pledges
- Accounting / Budgets
- Church Connect
- Settings
You can navigate to one of these screens by clicking the corresponding button on the application's main toolbar.
Once you navigate to one of the main screens of the application, you'll notice that there are several "sub-screens" or pages that offer additional functionality. For example, the People screen has several pages, including Tags, Smart Lists, Reports and Messaging. On larger screens, these page options can be found by clicking the arrow in the top-right corner of the screen.
So each main screen contains features and pages that pertain to that screen. Attendance features, for example, can be found by first navigating to the Events screen, then clicking "Attendance and Check-In" on the Event's screen toolbar.
Toolbar Location
By default, the Main Toolbar is located on the left. You can move it to the Top of your screen in the Admin Settings under "General Preferences".
Getting Support
When using the application, you can select the "Help" button at any time. This gives you access to help topics, the online user-guide, creating a support ticket, and even schedule a support phone call. Here are all the ways you can get support with ChurchTrac:
What should I do first in ChurchTrac?
Now that you're familiar with the features, you might be wondering what to do first to get your account established so you can begin using these great features. View the Onboarding Roadmap › to help guide you along the way toward using ChurchTrac to the fullest!