Product reference · v0.4

ChurchDek documentation

Module reference for the ChurchDek dashboard — what each area does, who it's for, where to find it, and which plan features it needs. Updated 7 June 2026.

Looking for step-by-step instructions?

Weekly workflows and numbered module guides live on the How-to page — Sunday check-in, giving, SMS, and more.

Open how-to guides

Getting started

Sign up, configure your workspace, invite your team, and go live in week one.

Church workspace

Each church gets an isolated tenant with its own subdomain, data, roles, and package features.

Church admins, IT volunteersOverview → Dashboard
  • Subdomain workspace (e.g. yourchurch.churchdek.online)
  • Six-step onboarding wizard: profile, branches, leadership, finance, preferences, review
  • Package tiers control which modules are enabled (attendance, welfare, communications, etc.)
  • Branch-scoped access for multi-campus ministries

Roles & permissions

Fine-grained access so treasurers, pastors, and volunteers only see what they need.

Church administratorsAdministration → Roles & Permissions
  • Predefined roles (Church Admin, Treasurer, Pastor, etc.) with permission bundles
  • Module-level gates: finance.view, welfare.approve, pastoral.notes.view, and more
  • Audit trails on sensitive actions (finance, welfare, user management)

People & pastoral care

Member records, visitors, discipleship, groups, and confidential pastoral notes.

Members & families

Central directory with profiles, contact info, custom fields, and household links.

Administrators, ministry leadersPeople → Members
  • Member IDs for giving, check-in, and public lookup
  • Households, documents, custom fields, and branch assignment
  • Profile tabs including pastoral interactions per member
  • Import/export for migrations and audits

Plan feature: member_management · Compare plans

QR cards & scanner

Print member QR cards and run check-in from a tablet or phone-linked scanner session.

Ushers, welcome teamPeople → Print QR Cards · QR Scanner
  • Batch-print QR member cards from the directory
  • Scanner hub with camera or phone-linked sessions
  • Fast check-in at the door without typing names

Plan feature: member_management · Compare plans

Pastoral interaction log

Church-wide log of enquiries, prayer, counseling, visitations, and follow-ups with privacy controls.

Pastors, care team, ministersPeople → Interaction log
  • Interaction types: enquiry, prayer, counseling, visitation, office, follow-up, general
  • Visibility: team, pastoral-only, or confidential
  • Follow-up dates with overdue / due today / upcoming filters
  • Search across member names and note content

Plan feature: pastoral · Compare plans

Minister dashboard

Pastoral KPIs, prayer cases, absent members, and quick links for daily ministry work.

Senior pastors, ministersPastoral → Minister Dashboard
  • KPI cards: members, visitors, open prayer cases, follow-ups, giving trends
  • Panels for prayer cases, overdue follow-ups, new members, absent members, events
  • Attendance and giving charts with links into detailed modules

Visitors & discipleship

Track first-time guests and intentional discipleship pathways.

Welcome team, discipleship pastorsPeople → Visitors · Discipleship
  • Visitor records with follow-up status and visit history
  • Discipleship classes with enrollment and milestone tracking
  • Conversion pipeline from visitor to member

Groups, cells & departments

Small groups with rosters, dues, fund requests, and a dedicated leader dashboard.

Cell leaders, department headsPeople → Groups · Group Leader
  • Groups & cells with member rosters and branch scopes
  • Group dues collection and fund request workflows
  • Group leader dashboard for leaders without full admin access
  • Department structure and leadership assignments

Plan feature: groups · Compare plans

Ministry operations

Attendance, calendar, events, service notes, and church media.

Attendance & check-in

Service attendance, transcripts, contact tracing, and optional children check-in.

Usher teams, children's ministryMinistry → Attendance
  • Mark attendance by service date and branch
  • Quick check-in by name, Member ID, or QR scan
  • Transcripts and contact-tracing style reports
  • Children check-in with secure pickup (package feature)

Plan feature: attendance · Compare plans

Children check-in

Secure check-in and pickup labels for children's ministry.

Children's ministry volunteersPeople → Children Check-in
  • Child check-in linked to guardian records
  • Secure pickup verification at collection time
  • Room and service context per session

Plan feature: children_checkin · Compare plans

Church planner & events

Worship services, life events, and church calendar in one place.

Admin team, worship plannersMinistry → Church Planner · Events
  • Worship service schedule with readings and activity slots
  • Life events planner (weddings, funerals, baptisms)
  • Standalone events module for programs and registrations

Plan feature: events · Compare plans

Service notes & church history

Sermon notes, service summaries, and archival timeline.

Pastors, historians, comms teamMinistry → Service notes · Church History
  • Structured service note records per Sunday
  • Trend reports across preaching series
  • Church history timeline and milestones

Church media hub

Social accounts, weekly recap reports, and internal team updates.

Comms team, media ministryMinistry → Church Media
  • Social account management per platform
  • Media reports with draft and publish workflow
  • Team updates for internal coordination

Plan feature: church_media · Compare plans

Finance & stewardship

Giving, accounting, offertories, online giving, funds, budgets, and reports.

Finance overview

Task-first hub: record giving, record expenses, view transactions, manage accounts.

Treasurers, finance teamFinance → Overview
  • Church balance with cash vs bank split
  • Primary actions: Record giving, Record expense, View transactions, Bank accounts
  • Pending approval banner for transactions awaiting review
  • All finance tools directory for advanced features

Plan feature: accounting · Compare plans

Record giving

Tithes, offerings, and designated gifts with fund and payment method tracking.

Counters, treasurersFinance → Giving
  • Manual giving entry with member or anonymous payer
  • Scanner/barcode giving and offering pouch reconciliation
  • Fund and account assignment on every entry

Plan feature: basic_giving · Compare plans

Offertory boards

Day-born and custom offertory schemes with monthly totals posted to finance.

Counters, treasurersFinance → Offertory boards
  • Day-born scheme with one-click setup
  • Custom offertory schemes and monthly periods
  • Segment entry with running totals per day or category
  • Post closed periods to finance with audit trail

Plan feature: accounting · Compare plans

Online giving portal

Public giving pages with card and mobile money checkout — no login required.

Treasurers, church adminFinance → Online giving
  • Public /give/{church} pages members can bookmark
  • Stripe, PayPal, and Flutterwave checkout
  • Member ID tracking on every gift
  • Gifts post to finance ledger automatically

Plan feature: online_giving · Compare plans

Transactions

Full ledger of income, expenses, and transfers with approval workflow.

Treasurers, auditorsFinance → Transactions
  • Income, expense, and transfer types
  • Draft → pending → approved/rejected statuses
  • Receipt download and finance audit integration

Plan feature: accounting · Compare plans

Bank accounts & funds

Where money is held (bank, cash, mobile money) and what it is earmarked for.

TreasurersFinance → Accounts · Funds
  • Account types: bank, cash box, mobile money, petty cash
  • Designated funds with balances rolled up on the finance dashboard
  • Opening balances and transaction-driven current balances

Plan feature: accounting · Compare plans

Budgets, pledges & reports

Planning and accountability beyond day-to-day entry.

Leadership, finance committeeFinance → Budgets · Reports
  • Budgets by category with variance tracking
  • Member pledges and fundraising campaigns
  • Finance reports: income statements, fund summaries, contributor reports
  • Bank reconciliation and chart of accounts for full accounting

Plan feature: accounting · Compare plans

Welfare & benevolence

Structured benevolence requests from submission through disbursement.

Welfare cases

Medical, funeral, emergency, school fees, and benevolence with approval workflow.

Welfare committee, pastorsCare → Welfare
  • Case categories and urgency levels (low → critical)
  • Workflow: pending → under review → approved → disbursed → closed
  • Partial disbursements with optional finance transaction creation
  • Dashboard stats: needs review, ready to pay, disbursed totals

Plan feature: welfare · Compare plans

Communications

SMS, email, WhatsApp, and announcements to your congregation.

SMS & email hub

Broadcast messages with templates, scheduling, and delivery logs.

Comms team, church adminCommunications → Compose
  • Compose SMS or email to segments, branches, or the whole church
  • Templates and scheduled sends
  • Delivery logs and SMS credit tracking via SMS Hub

Plan feature: communications · Compare plans

WhatsApp settings

Configure WhatsApp Business integration for your church workspace.

Church admin, comms teamSettings → WhatsApp
  • Per-tenant WhatsApp Business configuration
  • Webhook integration for inbound messages
  • Admin-controlled enablement per plan

Plan feature: whatsapp · Compare plans

Reports & leadership

Dashboard rollups, advanced reports, clergy HR, and committee oversight.

Reports hub

Membership, giving, attendance, and welfare summaries with exports.

Pastors, elders, denominational leadersOverview → Reports
  • Cross-module KPIs and trend charts
  • Branch and period filters for multi-campus networks
  • PDF and spreadsheet exports for council meetings
  • Advanced analytics on Growth+ plans

Plan feature: basic_reports · Compare plans

Clergy & HR

Minister and staff profiles, access provisioning, and HR reports.

Church admin, HR coordinatorsLeadership → Clergy & HR
  • Staff profiles with roles, tenure, and contact details
  • Provision dashboard access from a clergy profile
  • HR summary reports for leadership review

Leadership committees

Committee structure, membership, and governance reports.

Church elders, secretariesLeadership → Committees
  • Committee rosters with member assignments
  • Leadership reports for governance review
  • Scoped visibility for committee secretaries

Platform & mobile

Mobile experience, settings, and how we ship improvements.

Mobile-friendly dashboard

Use ChurchDek on phones and tablets without a separate native app.

All dashboard usersBottom navigation on mobile
  • Bottom navigation: Home, People, Finance, Calendar, Menu
  • Compact header with back button on nested screens
  • Safe-area padding for notched devices; installable PWA manifest

Workspace settings

Church profile, branches, printer setup, WhatsApp, and subscription.

Church administratorsSettings
  • Church profile, branches, and preferences
  • Print/export and receipt printer configuration
  • Subscription and package feature visibility

Documentation & changelog

This page plus the Changelog track features, fixes, and version history.

Admins evaluating or rolling out updatesMarketing site → Documentation · Changelog
  • Product documentation aligned with live dashboard modules
  • Versioned changelog with feature, improvement, fix, and security entries
  • Footer links on the marketing site

Ready to put ChurchDek to work?

Start a workspace or follow our how-to guides to run your first Sunday on the platform.