One System - FAQs

Welcome to the One System Site!

Unifying our church on one system so that our members will be better seen, known, loved and heard.

FAQs

Check out these common questions people have about Healthy Church.

PEOPLE

How can I add a Person Record?

It’s exciting and encouraging to see more people joining our church. Getting them added to the system only takes a few short steps.

• To add a new Person Record, start by going to “Search or Add” under “People” in the navigation bar on the left-hand side of your screen.

• Click the green “Add Person” button on the top right and choose what type of Person Record you'd like to add.

• Fill out as much information as you have available about the person you are adding. Fields with small, red asterisks next to them are required. You need to have at least one type of contact information for any adult record.

• When you’re done adding the information, hit the green “Save” button on the top right.

How can I set a reminder for a note on a Person Record?

You’ve jotted down some helpful information, now you just need to remember to come back to it. Set a reminder to help out future-you.

• To set a reminder, start by going to the Person Record the note is attached to.

• Notes will automatically open on the right-hand side of the Person Record. If the notes get closed, you can re-open them by clicking the writing-pencil icon on the bottom right of the colored banner.

• Mouse-over the note you would like to set a reminder for and click the alarm clock icon at the bottom of the note.

• Choose when you want the reminder to be sent to you and then click the green “Create” button.

You’re all set! You’ll receive a notification and an email reminder for your scheduled date.

Quick Tip: Don’t see your notes? Make sure you have the People 2.0 features enabled!

How can I set a note so only I can see it?

If you need to set up a note that only you can see, there’s a useful category you can use called “For Me”. “For Me” notes are only visible to you.

• To set up a note that only you can see, start by navigating to the Person Record you would like to attach it to.

• Create a note as usual, using the green “plus” button on the bottom right-hand corner of the notes.

• Under the category drop down, choose the “For Me” category.

• Hit the green “Save” button when you’re done.

That’s all there is to it. Your private note will now appear only for you on that Person Record.

How can I call or email someone directly from a Person Record?

Need to shoot someone a quick email, or give them a call? There’s a quick and easy way to do that straight from a Person Record.

• First, find the Person Record of the person you would like to contact. Go to “Search or Add” under “People” in the navigation bar on the
left-hand side of your screen.

• Enter the name of the person whose record you would like to contact.

• Click the arrow on the far right side of the person’s name to open the record.

• On the top, right-hand corner of the Person Record, click the phone icon to call, or the letter icon to send an email.

What do those symbols on the right side of a Person Record mean?

When you open a Person Record, you might notice a set of six symbols on the top right side of the colored banner. Some of them may be lit up in white, others might be grayed out. These symbols represent key milestones in a person's journey. From left to right, the symbols are:

• Accepted Christ

• Baptism

• Activate

• Small Group

• Ministry

• Missions

You can also mouse-over each symbol to see its description.

MINISTRIES

How do I filter active and inactive ministries?

There’s a lot going on at your church. You can always search for an active or inactive ministry using the search bar at the top of the ministries list, but sometimes, you’ll just want to browse a certain type of ministry. For example, you might want to look at all the on-campus ministries, or all the ministries happening at a particular location.

• To run a filter, start by clicking on the three bars symbol to the left of the search bar.

• From here, you can choose to filter by category, location, or tags. You can choose more than once option in each filter.

• Wait a moment, and your filtered list will appear.

• If you want the filter options out of your way, just click the three bars symbol again.

That’s it; your ministries are gathered together for you to peruse at your leisure.

How do I change who's leading a ministry?

When it’s time for a new captain to take the helm of a ministry, it only takes a second to make the switch.

• Start by going to "All Ministries" under "Ministries Central" in the navigation bar on the left-hand side of your screen.

• Find your ministry using the search bar at the top of the ministries list and click on it.

• Next, chose which campus location you'd like to edit by clicking on it.

• At the top of the details that appear is a button that says "Edit" with a little pencil next to it. Click the Edit button.

• Scroll down until you come to the section called "Ministry Settings". Within this section you can add a new leader or remove an existing one. Every ministry needs at least one leader with public contact information.

• When you're done, click the green “Save settings” button at the top right of the screen.

How do I email everyone in my ministry?

Sometimes you’ll need to get the word out to your ministry sharpish about upcoming event changes or ministry-wide announcements. When the time comes, it’s easy to get a message to everyone.

• Begin by going to "My Ministries" under "My Stuff" in the navigation on the left-hand side of the screen.

• Choose your ministry and location from the list of ministries.

• Inside your ministry, click the checkmark to the left of every person you would like to message. If you want to contact everyone in the ministry, click the checkbox at the very top of the list.

• Click the “Email” button on the right next to the search bar.

• When you’re done composing your email, hit send.

How do I change the ministry information that goes up on the church website?

If you’ve decided to share your ministry with the world by advertising it on your church’s website, you may want to add some extra information or pictures to your spot on the world wide web.

• To change the information about your ministry on the church’s website, go to Ministries Central and choose your ministry from the list.

• Click the “Website Settings” tab just below the title of your ministry.

• Choose either the “Global” toggle or the “Local” toggle. The “Global” toggle applies the setting to all locations across all churches and campuses. The “Local” toggle allows you to make changes to just one location.

• From here you can upload files, add alternate text, or even connect your ministry to a related one.

Don’t forget to save your work! When you’re done adding or editing all that info, hit the green “Save Web Settings” button at the bottom.

EVENTS

How do I create an event?

When it’s time to plan an event, big or small, you’ll need to provide some quick information so that attendees know when and where to show up!

• To begin creating an event, go to "All Events" under "Events Central" in the navigation bar on the left-hand side of your screen.

• Click the green “Create Event” button on the right-hand side of the screen. You can either create a free event here and now, or request a paid event be created for you.

• If you want to create a free event, fill out the fields to let people know who is hosting the event, what the event is about, when it’s happening, and where attendees should show up. For paid events, you'll be taken to a separate external form you'll need to fill out.

• Any field with a red star next to it must be filled out before you can create your event.

• When you’ve finished filling out the information about your free event, hit the green save button on the top right of the form.

Success! Your event has been added to Events Central so attendees can start signing up. You can also view any events you’ve created by visiting “My Events”.

Quick Tip: If you’re planning a virtual event, attendees will be required to register. This is so the system can save them (and you!) some time by automatically sending them a link to your digital event space as soon as they’re registered.

How can I see or edit details of an event?

There are a few ways for you to find more information about an event. The easiest way is to mouse-over an event in "My Events" or "All Events". A box will appear giving you the quick rundown of the information you might need for that event.

You can also click on any of the event listings to see more details.

If you have permission to edit an event, you can do so by opening up the event and clicking on the "Event Details" button with the pencil icon at the bottom of the event banner.

Remember to hit "Save" when you're done!

How do I make a copy of an existing event?

If an event went well and you’re looking to do it again, you can duplicate an event by opening up the event details.

• Start by clicking on the event in either "My Events" or "All Events".

• Click the gray “Action” button on the top right-hand corner of the screen.

• Modify any details of the event in the form that appears. Remember to pay special attention to the new date, time, and who is in charge of running the new event!

• When you’re done updating the details, hit the green save button on the top right of the form.

Presto! You’ve created a copy of an existing event as a brand new one!

Quick Tip: If you don’t want to keep recreating the same event, you can set it to recur at regular times by editing the event details.

How can I make an event recurring?

If you want to make your event a regular thing, you can set it to recur as often as you like.

• To set an event to recur, open the event and click the "Event Details" button with the pencil icon at the bottom of the banner.

• When the details appear, scroll down to the "When" section. Under "Repeating Event" select the "Yes" toggle.

• Hit the green "Save" button on the top right corner of the screen.

Good things are headed your way: your event will now repeat as often as you like.

How do I cancel an event?

Sometimes plans change. If you need to cancel an event, first open the event you need to cancel.

Click the "Actions" button on the top right corner and select "Cancel" from the drop-down.

When you cancel an event, an email will automatically be sent to everyone who was registered to attend letting them know about the change.

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