Welcome to the Church Dashboard Tutorial Page! These instructional videos and Guide Sheets are designed to help you complete the common tasks performed in the dashboard. (The topics follow the order in which they are listed in the church dashboard menu.) Each instructional video demonstrates the essential steps for the assigned task. Each Guide Sheet provides a printable version of the instructions. Find the instructional video or Guide Sheet below that best meets your needs.
This video shows how to login and move through the dashboard. It also gives an overview of the information stored in the dashboard.
This video shows how to edit the church’s contact information. The church’s address, phone number, fax number and/or email information may be updated here.
This video shows how to add and delete web or social media related to the church. Web/Social media includes websites, Facebook pages, Twitter handles and photos.
This video shows how to update web or social media information that is partially correct. Web/Social media includes websites, Facebook pages, Twitter handles and photos.
This video shows how to add a leadership position in the church dashboard. Whether updating an existing leader, or adding a new leader to the database, this video demonstrates what to do.
This video shows how to either end a leadership position or extend it for another year. Both tasks involve changing the end date in the church dashboard.
This video shows how to update a current church leader’s contact information. This may include the leader’s name, gender, ethnicity, address, phone number and/or email.
This video shows how to add a new parsonage to the church dashboard. Have the parsonage and resident information available to create the new listing.
This video shows how to edit parsonage information. The user may update the address, beds/baths, phone number, school district and/or resident information.
This video shows how to update building information. Building information includes driving directions, service times and handicap access.
This video shows how to update church details. Preferred name, founded date, chartered date and EIN (Employee Identification Number) are all found in the church details area.
Custom Links Guide Sheet
Disaster Response Guide Sheet
Insurance Data Overview Guide Sheet
Update Insurance Data Guide Sheet