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Step-by-step guides, video walkthroughs and answers for every feature.
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Getting started
Import your people, set up giving and go live in under an hour.
- Creating your account and church portal
- Importing people from a spreadsheet
- Inviting staff and setting roles
- Setting your church branding
Mobile app
Help your congregation download and use the ChurchLinker app.
- Downloading the app for members
- White-label app: your church's own app
- Sending push notifications
- What members can do in the app
Giving & Gift Aid
Connect your own Stripe account, automate Gift Aid, get money straight to your bank.
- Connecting your church's Stripe account
- Why an own Stripe account (and what Stripe charges)
- Recording a donation manually
- Setting up and claiming Gift Aid
- Generating giving statements
Roles & permissions
Pick the right role for every team member. Six roles, five flags, when to grant Admin.
- How to add a team member (the new one-click flow)
- What each of the six roles can do
- The five permission flags and who auto-receives them
- Best-practice rules of thumb (and when to grant Admin)
Safeguarding & DBS
One shared record of every DBS check. Coordinator inbox, per-team leader visibility, member self-view, anti-phishing card, audit trail.
- Who sees what: coordinator, leader, member, pastor and senior spiritual leaders
- The 30/14/7-day reminder timeline + renewal-in-flight pause
- Why this beats a spreadsheet (transparency, privacy, audit)
- Bulk-importing existing DBS records
- The anti-phishing DBS agency contact card
GDPR & data compliance
Consent management, subject access requests and UK GDPR.
- How ChurchLinker handles UK GDPR
- Managing consent per person
- Handling a Subject Access Request
- The right to erasure (deleting a record)
Importing data
Move from your current system, spreadsheets, Planning Center and more.
- Importing from a spreadsheet
- Migrating from another church management system
- Migrating from Planning Center
- Rolling back an import
People & households
Managing records, membership statuses, and family groupings.
- Adding and editing a person's record
- Setting up households
- Membership statuses explained
- Using tags and custom fields
Groups, rotas & events
Small groups, ministry teams, resource libraries, volunteer scheduling and event management.
- Creating groups and ministry teams
- Adding resource links for volunteers
- Building a rota and scheduling reminders
- Volunteer availability and block-out dates
- Managing event registrations
Plans, trials & billing
What happens when you start a trial, upgrade, downgrade or cancel. Timing, proration, what happens to your data.
- Starting a 14-day trial (no card needed)
- Upgrading mid-cycle: timing and proration
- Downgrading mid-cycle: timing, proration, your data
- Trial expiry: what happens when 14 days are up
- Cancelling: keep access through the period you paid for
Resources hub
Curate a content library your members browse from inside the app: outbound links, embedded podcasts and videos, and documents.
- Organising content into categories
- Embedding Spotify, YouTube, Vimeo and more
- Public vs staff-only resources
Communications
Email, SMS, WhatsApp, push notifications and Mailchimp sync.
- Sending a group email
- Sending SMS messages
- Syncing contacts with Mailchimp
- Reading delivery and open reports
Welcome → membership
Visitor pipeline, follow-up team submissions, pastor approval flow.
- The visitor pipeline at a glance
- Requesting membership for a visitor (welcome team)
- Approving / rejecting a request (pastor)
- Why submission and approval are separate roles
- Cancelling a request you submitted
DBS & safeguarding
DBS records, expiry reminders, coordinator inbox, renewals, bulk import.
- How 30 / 14 / 7-day DBS reminders work
- Setting your church-wide DBS validity (and per-person override)
- The DBS coordinator role and how to delegate it
- Marking a renewal as filed (pauses reminders)
- Bulk-importing existing DBS records from a spreadsheet
- Adding your umbrella body's portal URL for one-click renewals
- Recording your DBS agency contact (anti-phishing)
Charity Commission register
The formal members register, AGM snapshots, CSV export, printable PDF.
- Member status vs the Charity Commission register
- Bulk-ticking existing members onto the register
- Running 'Members as at <date>' snapshot reports
- Generating an AGM-ready printable PDF
- Who can tick or untick: the Charity register permission
- Register-admission anniversaries on the pastoral page
Permissions & delegated roles
Treasurer, People, Visitor follow-up, DBS coordinator and Charity register flags.
- Roles vs permission flags: when to use which
- The five delegatable flags explained
- Delegating safeguarding to a non-pastoral coordinator
- Delegating the charity register to your church secretary
- Auditing who has elevated access
Still need help?
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