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Check out these tutorials on setting up your church's categories, permissions, currency and more!
Creating an Event
Creating an Event This will walk you through the necessary steps to creating an Event. Events are anything that you would like to track that is not tied to a weekend. These could be used for special events or services (like Easter and Christmas), weekday services, conferences, Bible studies, and more. NOTE: You must be logged in as an Administrator on the account to be able to add events. Select "Events" From the Admin !(https://storage.crisp.chat/users/helpdesk/
Creating a Custom Category
Church Metrics gives you some pre-generated categories but sometimes you might want to add some categories that are unique to your church. You can create as many categories as you would like. Access Categories Page 1. From the Profile drop down, select "Admin" From the Admin Navigation, select "Categories" Add New Category !(https://storage.cr
Roles are an important way to customize the experience for each of the users associated to your account. By default you are given 3 roles but these can be customized or you can create custom roles that fit your team best. Roles To access the roles page, you can click on the "Roles" tab in your admin. "Access API" is an advanced permissions and that
Adding Projections to Church Metrics
Projections are a great way for you to see your actual data compared to projected data. Projections must be entered manually in the admin and can be seen in your reports. Admin 1. From the profile dropdown, select "Admin" Projections 1. From the Admin, select "Projections". Select the campus, quarter, year, and category you would like to enter proj
Adding Weather Information to Campus Data
Adding Weather Information to Campus Data Weather can make a huge impact on the trends you see in your church. With our weather integration, you can now pull in weather information that can be used on the input screen, reports, and dashboards. Go to Campuses 1. From your admin, click on the "Campuses" tab Click the "Edit" link of the campus you want
Creating a Region
For multi-site churches with several campuses spread throughout different areas, it can be helpful to group campuses by region. You can then assign these Regions to Campuses. Accessing Regions Creator 1. Select "Admin" from your name drop down. Select "Region" from the left navigation. Create New Region !(https://storage.crisp.chat/users/he
Accessing Currency Select "Admin" from the profile drop down. Select "Organization" from the left side navigation. Select your currency from the "Currency" drop down. Click "Save"