ChurchDek product guide

Features

• Subdomain workspace (e.g. yourchurch.churchdek.com or yourchurch.localhost in dev)
• 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

How to use

1. Register at Start free or choose a plan on Pricing.
2. Complete email verification if prompted, then finish the setup wizard.
3. Invite team members from Settings → Users and assign roles.
4. Use the dashboard Overview for a snapshot of people, finance, and upcoming events.

Features

• 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)

How to use

1. Open Administration → Roles & Permissions to review default roles.
2. Assign roles when inviting users under Administration → Users & Access.
3. Treasurers get finance permissions; pastoral staff get minister dashboard and interaction log access without full admin rights.

Features

• Member codes, status (member, visitor, new convert), and branch assignment
• Profile tabs including pastoral interactions per member
• Search and filters for outreach and reporting

How to use

1. Go to People → Members to add or import members.
2. Open a member profile to edit contact details, assign groups, or log pastoral care.
3. Export lists for follow-up from Reports when needed.

Features

• 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

How to use

1. Open Pastoral → Interaction log (or People → Interaction log in the sidebar).
2. Click Log interaction, pick a member, and record details plus optional follow-up date.
3. Use quick filters for prayer cases or overdue follow-ups; minister dashboard links here directly.

Features

• 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

How to use

1. Open Pastoral → Minister Dashboard after sign-in on your church workspace.
2. Click any stat or list row to jump to members, interactions, or attendance.
3. Use Refresh to pull the latest counts from the API.

Features

• Visitor records with follow-up status
• Discipleship classes and progress tracking
• Conversion pipeline from visitor to member

How to use

1. Log visitors under People → Visitors after each service.
2. Assign discipleship classes and mark milestones under Discipleship.

Features

• Groups & cells with member rosters
• Department structure and leadership assignments
• Package-gated groups module on eligible plans

How to use

1. Create groups under People → Groups & Cells.
2. Manage department scopes under People → Departments.

Features

• Mark attendance by service date and branch
• Transcripts and contact-tracing style reports
• Children check-in with secure pickup (package feature)

How to use

1. Open Ministry → Attendance to record or review service headcounts.
2. Use Transcripts for historical roll-ups; contact tracing when required for reports.

Features

• Worship service schedule with readings and activity slots
• Life events planner (weddings, funerals, baptisms)
• Standalone events module for programs and registrations

How to use

1. Plan weekly services under Ministry → Church Planner.
2. Add life events under the planner sub-menu; publish events for the congregation when ready.

Features

• Structured service note records
• Trend reports across preaching series
• Church history timeline and milestones

How to use

1. Record each Sunday under Ministry → Service notes.
2. Browse Church History for long-term institutional memory.

Features

• 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 (reconciliation, chart of accounts, etc.)

How to use

1. Start at Finance → Overview every week.
2. Use sub-navigation tabs: Overview | Giving | Transactions | Accounts | Reports.
3. Advanced tools (scanner giving, pouches, fundraising) are listed under All finance tools.

Features

• Manual giving entry with member or anonymous payer
• Scanner/barcode giving and offering pouch reconciliation
• Online giving setup (package feature) with public giving pages

How to use

1. After service, open Finance → Giving or use Scanner Giving for barcode workflows.
2. Assign each entry to a fund (Tithes, Building, Missions, etc.) and bank/cash account.

Features

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

How to use

1. Review pending items from the overview banner or Transactions with status filter.
2. Approve or reject with notes; approved entries update fund and account balances.

Features

• 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

How to use

1. Set up accounts under Finance → Bank Accounts before recording giving.
2. Configure funds under Finance → Funds to match your church's stewardship categories.

Features

• 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

How to use

1. Build annual budgets under Finance → Budgets.
2. Run reports monthly from Finance → Reports for board meetings.

Features

• 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

How to use

1. Submit requests from Care → Welfare → New request or category quick links.
2. Reviewers filter Needs review; treasurers disburse from approved cases.
3. Each disbursement can post to the welfare fund expense in finance automatically.

Features

• Compose SMS or email to segments or the whole church
• Templates and scheduled sends
• Delivery logs and SMS credit tracking

How to use

1. Open Communications → Compose for one-off announcements.
2. Manage templates and scheduled campaigns from the Communications sub-menu.
3. Monitor SMS Hub for credits and delivery health.

Features

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

How to use

1. Sign in on your church workspace URL on mobile (same account as desktop).
2. Use the bottom bar for quick jumps; open Menu for the full sidebar.

Features

• Product documentation aligned with live dashboard modules
• Versioned changelog (currently v0.4) with feature, improvement, fix, and security entries
• Marketing site footer links to both resources

How to use

1. Read Documentation for module-by-module guidance.
2. Check Changelog before training your team on a new release.