Home Page

This page is displayed as you login to the portal. Home page has information about your parish and also it provides link to multiple pages like "Family" view, "Member" view etc.

Parish Information

In this section you can see information about your parish: Pastor, Assistant Pastor, Website, Address, Phone, Email etc.

Families and Members

In this section you can access information about families and members by clicking on the respective links. More documentation on navigating through these pages are provided in pages "Family" and "Members"

Family Details

You can view more information and update details about family and family members here.

Click on individual members of the family to view details and also to edit the details

You can update the information here. Click on "Submit" button when you are done with updates.

Please note that all fields with * are mandatory to be filled in.

Click on "View Family" from Home page to see the details. You can update family details and add members here. Click on "Submit" button when you are done with updates.

You can also donate from this page. The details on "Donate" option is provided in help page " "

Update Family

You can update family details on this page. Click on "Submit" button when you are done with updates.

Please note that all fields with * are mandatory to be filled in.

Add Member

You can add a family member here. Click on "Submit" button when you are done with updates.

Apart from the family details, "View Family" page also has other tabs and below are the details of each tab.

Programs

Here you can see the available programs that you can enroll into. You can click on each of them to see details and can enroll if needed.

Details screen when a particular program is selected. You can see the details of the program and if needed, click on "Add/Edit Enrollments" to add or edit enrollments.

Select the member and the session you want to enroll into. If you are editing the enrollment, you can update or delete enrollment here. Click on "Continue" button once updates are performed.

If program needs payment, please enter the payment information and click on "Submit" button to process the payment.

Reports

You can view view the finance summary for a certain date range on this page. You can also export the data to a spreadsheet if needed.

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