A little help for your next step

How to use Front Office

You don’t have to figure it all out at once. Find the tool you need, and take one small step.

Find a little clarity, tool by tool.

Getting started & Home

People

New Neighbors

Connection card

Built-in Follow-Up

Events & sign-ups

Messages & texting

Your First 45

Worship Planning

Volunteer Scheduling

Donations & giving

Academy & membership

Ethel & your planning tools

Settings, your team & account help

Still need a hand?

Email support@thechurchplaybook.com.

Getting started & Home

Where should I start?

What does Home show me?

How do I switch tools?

Where does Community take me?

People

How do I add someone?

Can I bring in my existing list?

How do I correct someone’s details?

What is the “Is this the same person?” review?

New Neighbors

How do I add New Neighbors?

Where do added neighbors go?

Connection card

Where is our church’s connection-card link?

What happens when someone fills it out?

Can I get a QR code for the connection card?

Built-in Follow-Up

Do I have to build an automated follow-up?

When are the four emails sent?

What do I see in Follow-Up?

What does Process Follow-Ups do?

Can I change what the emails say?

What happens when the sequence finishes?

Can I stop follow-up for someone?

Events & sign-ups

How do I create an event?

Does each event have its own link and QR code?

Can one event have several dates or times?

How do capacity and the waitlist work?

What is Just a headcount?

Are confirmation emails automatic?

Who gets event reminders?

Can I add an event picture?

How do I stop or reopen sign-ups?

Messages & texting

Where do I send an email or text?

Can I message a group instead of everyone?

How do I message just one person?

Can I prepare a message for later?

Where do I read and reply to texts?

How can I check whether a message went through?

Your First 45

How do I open Your First 45?

Why might Your First 45 ask me to contact my church admin?

Worship Planning

How do I plan a service?

Can I rearrange the service order?

Can I share the worship plan?

Volunteer Scheduling

Where do I organize volunteers?

How do I assign someone to a service?

Do assignment emails go out by themselves?

How do volunteers respond to a request?

Donations & giving

How do I turn online giving on or off?

How do I start and share online giving?

Can I record cash or check gifts?

Where do I find funds, donors, and giving history?

Can people give regularly?

Where do I prepare giving statements?

Academy & membership

What does Academy membership unlock?

I’m already a member. Do I need to pay again?

Where are the Academy lessons?

Ethel & your planning tools

Where do I meet Ethel?

What is the 90-Day Win Planner for?

What does Season Planner help me plan?

How do I use the Offense & Defense Planner?

What is Practice Plan for?

How do I start a Big Day campaign?

Settings, your team & account help

Where do I change church information?

How do I invite someone onto my team?

How do I switch between dark and light?

I forgot my password. What should I do?

Why am I being asked to check my email?

Still need a hand?