Plan
5 articlesSetting up Service Types
A Service Type is a template for your recurring services — Sunday AM, Wednesday Worship, First-Friday Outreach. Create the template once, the system generates dates automatically.
Volunteer Teams & Roles
Teams group your volunteers (Worship, Tech, Hospitality, Kids); roles are the specific positions inside each team (Acoustic Guitar, FOH Audio, Greeter).
Building an Order of Service
The Order of Service is the run-of-show for a specific service date — opening song, welcome, sermon, transitions. Volunteers see their cues here.
The Assignments Matrix
A 2D view of who's serving on which date in which role. Color-coded by accept/decline status. The matrix is where the worship pastor builds the schedule.
Calendar & Events
The calendar holds every event your church runs — services, conferences, retreats, kids events, outreach. Events can require registration, accept payment, and link to forms.
Manage
5 articlesPeople CRM
The directory of every person in your church — members, visitors, staff, volunteers — with their full record: giving, family, groups, milestones, tasks, pastoral notes.
Tags, Filters, and Segments
Tags are arbitrary labels applied to people. Filters combine tags with other criteria (campus, giving, attendance) to build saved segments for targeted outreach.
Multi-Campus Operations
TC+ is multi-campus from the data model up. Per-campus filtering on every list, per-campus permission scoping, per-campus dashboards, and a senior-pastor rollup view.
Children's Check-In
Family check-in from the parking lot, staff-attended check-in, kiosk mode, room ratios, allergy notes, authorized pickup, and parent SMS at pickup time.
Roles, Permissions, and the Tier System
11 system roles + 61 permissions across three tiers. Owner (0) governs the whole platform; Admin (1) runs operations; Specialty roles (2) cover their domain.
Engage
5 articlesLivestreaming
Browser-camera or RTMP/OBS streams. Real-time chat, in-stream giving, prayer requests during the service. Auto-archived to your sermon library when the stream ends.
Email Broadcasts
Visual builder, branded templates, scheduled sends, and segment-targeted broadcasts. Email Studio replaces standalone Mailchimp/Constant Contact subscriptions.
Workflow Automation
When a visitor fills out the welcome card, fire a workflow: send the new-visitor packet, assign a follow-up task to the connections pastor, add a "new visitor" tag.
Forms
Custom forms for visitors, volunteer applications, baptism class signup, event RSVPs. Eight field types. Public link or embed. Submissions land in CRM and can fire workflows.
QR Codes
Trackable QR codes that point to giving pages, livestreams, forms, or any URL. Editable destination after the fact. Scan analytics per code.
Data
5 articlesDonations
One-time, recurring, ACH, card, in-stream, embedded widget — all giving lands in one place. Per-fund, per-campus, donor cohort analysis. Year-end statements auto-generated.
Native QuickBooks Sync
Every successful donation pushes to QuickBooks Online as a SalesReceipt within 30 seconds. No CSV exports. No Zapier. Failed pushes alert your bookkeeper.
Analytics Overview
The dashboard view of what's happening across the church: giving trends, attendance, livestream viewership, engagement scores, group health.
Year-End Giving Statements
Auto-generated annual statements for every donor. Members download from their dashboard; you can also bulk-email all statements with one click.
AI Query Console (coming in Product 4)
Ask plain-English questions about your data. The AI translates to a parameterized, RLS-respecting query and returns results you can export, chart, or save.