These tutorials are organised by module, matching the Church Admin admin menu. Each module section lists every available screen, with links to tutorials where they exist. If a page isn’t linked yet, it’s on the way.
New to Church Admin? Start with Installing Church Admin and the Quick Start for Premium.
Getting Started
- Installing Church Admin
- Quick Start for Premium
- Basic Registration
- Showing Church Admin elements on your website
- How to add a page to a menu
- Permissions and roles
- General Data Protection Regulations (GDPR)
- Registration Email Settings
- Google API key setup
- Search results
Acts
The Acts module helps individuals in your church set intentional goals for getting to know people and sharing their faith — small, courageous steps that add up to a culture of outreach.
Chat
An internal messaging channel for ministry teams, so staff and volunteers can communicate without leaving the dashboard. It also keeps everyones phone numbers private (unlike WhatsApp)
People
The People directory is the heart of Church Admin — your congregation CRM. Every other module connects back to a person record.
- What is a household?
- Adding and editing a household
- Address list registration
- Registration email settings
- Address list filtering
- How to import members (CSV)
- Member types
- People types
- Custom fields
- Creating user accounts
- Merging duplicate entries
- Household mailing labels
- Geolocating
- Members only content
- Check for directory issues
- Import WordPress users into the directory
- People map
- Directory PDF
- Bulk geocode
- Bulk edit anniversaries
- Bulk edit email permissions
- Bulk edit custom field entries
- Bulk edit dates of birth
- Download CSV and mailing labels
- Recent people activity
- Photo permissions
- Everyone visible
- Delete all people
Automations
Set up automated actions triggered by dates, form submissions, or changes in a person’s record — saving repetitive admin work.
Key Dates
Birthdays and wedding anniversaries, with automated celebration emails sent directly to individuals or to everyone
- Key dates overview
- Birthdays list
- Wedding anniversaries list
- Happy Birthday email setup
- Daily birthdays email
- Happy Anniversary email setup
- Daily anniversaries email
- Daily combined birthdays and anniversaries email
Contact Form
A configurable contact form for your website that routes enquiries to the right staff member and optionally creates a record in your directory.
Giving
Track donations, manage Gift Aid, issue receipts, and connect to a payment gateway for online giving.
- Giving overview
- Stripe payment gateway
- PayPal not working?
- One fund only giving form
- Payment gateway setup
- Funds management
- Add a gift manually
- Giving CSV export
- Donation receipt template
- Pledges
- Gift Aid forms – UK Churches
- HMRC Gift Aid Spreadsheet
Child Protection
A secure log for recording and reviewing safeguarding incidents, accessible only to those with the appropriate role.
Children’s Work
Age-related groups for children’s ministry, including check-in sheets, safeguarding records, and automatic allocation by date of birth.
- Age related groups overview
- Allocate children to groups
- Children’s groups PDF
- Children’s check-in PDF
- Safeguarding records
Classes
Manage courses and discipleship groups with defined start and end dates, enrolment lists, and session tracking. Ideal for Alpha, confirmation classes, or any time-limited course.
Events
One-off or recurring events with optional ticketing, capacity limits, and public-facing booking forms.
Attendance
Record and analyse service attendance numbers, track individual attendance history, and identify people who have been absent for a while.
- Attendance tracking overview
- Enter all your attendances in one go
- This week’s attendance
- Add attendance
- Add individual attendance
- Show individual attendance dates
- Individual attendance CSV
- Absentee report
Follow Up
Funnels for managing the journey of newcomers and contacts — assigning tasks to team members and tracking progress through each stage.
- Follow up funnels overview
- My follow up tasks
- Current follow up tasks
- Unassigned follow up tasks
- Adding a small group funnel
- Add a funnel
Units
Organise people into named units such as congregations, campuses, or departments — particularly useful for multi-site churches.
Spiritual Gifts
Record which spiritual gifts individuals have identified or been assessed for, and view a congregation-wide gifts summary.
Small Groups
Manage home groups, cell groups, and any other ongoing gatherings — with maps, oversight structures, metrics, and member rosters.
- Small groups overview
- Small group oversight structure
- Ministries, small groups and classes
- Small group metrics
- Small group PDF form
- Oversight list
- Small groups map
- Add a group
- Unattached to group list
- Cleanup groups
Sites & Services
Define your church’s physical locations and the service types that run at each — the foundation for attendance tracking, scheduling, and prebooking.
Communications
Bulk email, SMS via Twilio, and push notifications for premium users — all from within Church Admin.
Bulk Email
- Email settings
- Send email
- Sent emails log
- How to set up Mailersend
- How to setup Brevo email
- Help, I’m not getting emails from the plugin
- Clear email queue
- Registration email templates
Bulk SMS
- SMS settings
- Send SMS
- Twilio incoming numbers
- Using your Twilio number as a church phone number
- e.164 phone number format
Push Messages
Schedule (Rota)
Build and manage your volunteer schedule, handle non-availability, auto-populate slots, and send reminders by email or SMS.
- Schedule jobs
- Edit Schedule
- Schedule overview
- Auto populate schedule
- Not available
- Non-availability clash check
- Import schedule CSV
- Auto email schedule
- Auto SMS schedule
- Volunteers
- Email/SMS the schedule manually
- PDF schedule
- CSV schedule export
Calendar
A full church calendar with categories, recurring events, iCal import and export, and a public-facing month or list view.
- Calendar categories
- Add to calendar
- Import iCal
- Calendar list view
- Calendar View
- Update calendar locations
Facilities
Manage bookable rooms and spaces, handling internal requests from staff as well as external hire enquiries.
- Facilities overview
- Adding a facility
- Facility bookings
Ministries
Create ministry teams, manage membership, track volunteer involvement, and display ministry information on your website.
- Ministries, small groups and classes
- Volunteers
- Add a ministry
Media & Sermons
Upload and manage sermon audio, video links, and documents. Organise by series, set up a podcast feed, and display sermons on your website.
- Podcasting
- Using SoundCloud in sermons
- Using Amazon AWS S3 cloud for sermons
- Full width video embed
- Latest YouTube video
- Sharing to Facebook
- Upload / add media
- Add an uploaded file
- Sermon series
- Set sermon page
- Podcast settings
- Refresh podcast feed
App
Configure and manage the Church Admin companion app — menus, branding, push notifications, Bible version, and churchwide prayer.
- Getting started with the app
- Adding app links to an app page
- Using the app setup plugin
- App menu
- App settings
- App users
- App page views
- Push message
- Logout everyone from the app
- Bible version
- Churchwide prayer
Sessions
Track attendance at individual class or group sessions, with sign-in sheets and per-session notes.
Inventory
Track physical assets owned by the church — equipment, furniture, and consumables — with condition, location, and value records.
- Inventory overview
- Adding an inventory item
- Inventory reports
Pastoral
Log and review pastoral visits, set reminders for follow-up care, and keep confidential notes linked to individual people records.
- Using the pastoral visit module
- Pastoral visit list
- Pastoral settings
Prayer Requests
Collect, moderate, and display prayer requests from your congregation, with options for private requests visible only to the pastoral team.
- Prayer requests
- Private prayer requests
- Prayer request form display issues
- Menu items — Prayer Requests & Bible Readings
Settings
Global configuration for the plugin — modules, filters, roles, permissions, email settings, structured data, and diagnostic tools.
- Permissions and roles
- People types
- Member types
- Custom fields
- General Data Protection Regulations (GDPR)
- Update email settings
- Shortcode generator
- Choose modules
- Choose filters
- Restrict access
- Marital status options
- Structured data
- Roles
- Replicate roles
- Debug log
- Installation errors
- Reset version