There is no "one-size-fits-all approach" to using Groups in ChurchTrac. ChurchTrac includes sample Groups to help you get started. You can edit or delete these Groups and create your own.
To create and manage groups, navigate to the Groups page found on the People screen under the Setup tab.

From the Actions menu, select "Add a New Group."

Sometimes you have a collection of related Groups. You can do this by assigning a Group as a "subgroup" of a parent group.
For example, let's say your church has several Sunday School classes that meet on Sunday mornings. Your main (or parent) Group would be "Sunday School," and each Sunday School class would be a subgroup of that parent group.

To assign a group as a subgroup under another group, follow these steps:
Groups can be configured to be used for attendance tracking and Check-In. To enable, mark Yes for Attendance Tracking and Check-In under the Group Details. Learn more about Using Groups for Attendance Tracking ›

Groups can be configured to be used for Volunteer Scheduling in the Worship & Scheduling Screen. Simply enable the option for Teams, Scheduling and Event Roles. Learn more about Scheduling Volunteers ›

Groups can also be used to control which Cards are visible to people in your Church Connect site or app. This makes it easy to show certain Cards only to specific ministries such as volunteer teams, small groups, parents, or staff.
When creating or editing a Card in Church Connect, enable "Show only when a member is logged in." An additional option labeled "Visible to Groups: [All]" will appear, allowing you to choose which Groups should be able to view that Card. Learn more about Using Groups with Church Connect ›

Groups can have their own chat in the Church Connect app, so members can message each other and their group leaders. To set up group messaging:
Go to Church Connect → Connect Settings → Connect App Settings and Enable Group Messaging.

On the People screen, go to Setup → Groups and select a group. Under Group Details, turn on the toggle for Enable Messaging for this Group.

Select a person on the People screen, open their Groups tab, select the Group that they lead, and turn on the toggle for Group Leader. Leaders have additional permissions and features, including setting up polls, registrations, and removing messages from a chat.

Who can participate? A group needs at least 3 Church Connect users to be eligible for a group chat. People with the Child family role cannot participate in group messaging.
Want to see what this looks like for your members? Learn more about Using Church Connect (For Church Members) ›