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Experience Mode
Trailblazer
Essentials
Trailblazer
Church Management
People
People
Overview
Overview
Intro to People
People Basics
People Basics
Add a Person
Delete a Person
Edit a Person
Person Profile Page
Person Profile Page
Intro to the Person Profile
Use Peer Networks
Use Known Relationships
Use Person Notes
Use Badges
Use Tags
Use Person Signal Types
Security Tab
Profile Tab
Extended Attributes Tab
Steps Tab
Groups Tab
Documents Tab
Contributions Tab
Benevolence Tab
History Tab
Families
Families
Intro to Families
Add a Family
Edit a Family
Pre-Register a Family
Blended Families
Configure Family Attributes
Person Attributes
Person Attributes
Manage Person Attributes
Display Person Attributes
Person Public Attributes
Person & Family Analytics
Person & Family Analytics
Intro to Person & Family Analytics
Use eRA
Calculate Analytics
Check-in
Check-in
Check-in Fundamentals
Check-in Fundamentals
Intro to Check-in
Check-in Lingo
Individual vs. Family Check-in
Check-in Relationships
Prepare for Check-in
Prepare for Check-in
View the Administration Screen
Customize Your Check-in Theme
Sample Configurations
Plan Your Configuration
Configure Check-in
Configure Check-in
Set up a Service Time
Clone a Schedule
Add a Schedule Exception
Configure Locations
Set up Areas and Groups
Configure Settings for a Check-in Type
Use the Schedule Builder
Intro to Ability Levels
Check-in Celebrations
Kiosks
Kiosks
Intro to Kiosks
Configure Kiosks
Run Kiosk Ads
Configure Locations for a Kiosk
Use the iPad Application
Use the Windows Client
Use URL Parameters for Check-in
Labels
Labels
Intro to Labels
Use the Label Designer
Link Labels to Check-in
Label Types
Printing
Printing
Intro to Printing
How to Print Labels
Reprint a Label
Cut Labels
Common Printers
Define Printers in Rock
Set up Cloud Printing
Registration
Registration
Intro to Registration
Edit Families
Configure Check-in Registration
Add Barcodes During Registration
Family Pre-Registration
Attendance
Attendance
Use Attendance Analytics
Rapid Attendance Entry
Attendance Self Entry
Check-In Manager
Check-In Manager
Intro to the Check-In Manager
Use the Check-In Manager
Check-In Manager Person Profile
Navigate the Check-in Manager
Text Parents from the Check-in Manager
Device Manager
Device Manager
Intro to the Device Manager
Use Schedule Locations
Additional Check-in Options
Additional Check-in Options
Intro to Check-in Options
Use Auto Check-in
Use Barcode Check-in
Use RFID Check-in
Use Proximity Attendance
Use NFC Check-In
Advanced Check-In
Advanced Check-In
Administer Check-Out
Create a New Group type
Check-in for Serving Groups
Configure by Birthdate
Use Grade and Age Matching Behavior
Allergies & Legal Notes
Other Advanced Check-In Options
Configure Check-in for Special Needs
Finance
Finance
Overview
Overview
Intro to Finance
Financial Components
Financial Components
Intro to Financial Components
Transactions
Batches
Accounts
Pledges
Online Giving
Online Giving
Intro to Online Giving
Giving Pages
Use Batches for Online Giving
Text Giving
Text Giving
Intro to Text Giving
Configure Text Giving
On-Site Collection
On-Site Collection
Intro to On-Site Collection
On-Site Collection Methods
Giving Envelopes
Businesses
Businesses
Intro to Businesses
Add Business Contacts
Manage Business Contributions
Edit Business Details
Convert a Person to a Business
Merge Business Records
Check Scanning
Check Scanning
Intro to Check Scanning
Install Check Scanning Software
Configure Check Scanning Software
Scan Checks
Track Giving
Track Giving
Giving Analytics
Family Giving
Giving Automation
Giving Journey
View Giving on Person Profile
Use Giving Alerts
Fundraising Groups
Fundraising Groups
Intro to Fundraising Groups
Configure Fundraising Opportunities
Fundraising Financial Transactions
Use Financial Transaction Matching
Track Fundraising Progress
Use Registration with Fundraising
Benevolence
Benevolence
Intro to Benevolence
Manage Benevolence Requests
View Benevolence on the Person Profile
Add Custom Attributes
Payment Gateways
Payment Gateways
Intro to Payment Gateways
Configure a Gateway
Transfer Gateways
Finance Reports
Finance Reports
Intro to Finance Reports
Volunteer Generosity
Tithing Overview Report
Transaction Fee Report
Contribution Statements
Contribution Statements
Intro to Contribution Statements
Set Up the Statement Generator Software
Online Contribution Statements
See Person Profile Contribution Statements
Use Contribution Statement Templates
Advanced Finance
Advanced Finance
Finance Common Defined Types
Security for Finance
Advanced Utility Payment Entry Block Settings
Event & Calendar
Event & Calendar
Event Registrations
Event Registrations
Intro to Event Registrations
Event Wizard
Registration Templates
Manage Event Registrations
Registration Finances
Manage Wait Lists
Group Placement
Calendars
Calendars
Intro to Calendars
Add an Event
Add Event Occurrences
Configure the iCalendar Feed
Link Events to Calendars
Link Content Channel Items
Advanced Events
Advanced Events
Secure Events and Calendars
Explore Different Event Blocks
Reporting
Reporting
Overview
Overview
Intro to Reporting
Data Views
Data Views
Intro to Data Views
Add a Data View
Use Filter Groups
Use Post-Filter Transformations
Secure Data Views
Persist Data Views
Reports
Reports
Intro to Reports
Create a Report
Use Lava in Reports
Persist Data Views in Reports
Secure Report Data
Reporting Blocks
Reporting Blocks
Page Parameter Filter Block
Dynamic Data Block
Dynamic Report Block
Metrics
Metrics
Intro to Metrics
Add Metrics Values
View Metric Charts
Enter Service Metrics
Calculate Metrics
Metrics Dashboards
Power BI
Power BI
Intro to BI
Use the BI Job
Customize Data Models
Use the On-Premises Data Gateway
Topics
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Church Management
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People
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Person & Family Analytics
Intro to Person & Family Analytics
Use eRA
Calculate Analytics
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