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Getting Started

SMS & WhatsApp

Attendance

Finance

Events

Automation

Reports & Export

Roles & Access

AI Features

Family Groups

Documents

Groups & Depts

Getting Started

Account setup, member import, first steps

How do I create my ChurchConnect account?

Visit the Register page and fill in your church details. You will need:

  • Your church's full name (e.g., Grace Chapel International)
  • Your name and email address — this becomes the admin login
  • A phone number that will receive the OTP verification code
  • A strong password (at least 8 characters)

After submitting, you'll receive a 6-digit OTP via SMS. Enter it to verify your account, then set up your 6-digit PIN for future logins.

Use your church's official email address (admin@yourchurch.com) rather than a personal Gmail — it keeps your data professionally separate from day one.
How do I choose the right plan for my church?

ChurchConnect has 4 plans. Choose based on your member count and what features you need:

  • Free (₵0/month): Up to 50 members, 100 SMS/month. Perfect if you're just starting digitally.
  • Starter (₵99/month): Up to 200 members, 500 SMS/month, birthday automation, role management, family groups. Best for small-to-mid churches.
  • Growth (₵189/month): Up to 1,000 members, 2,000 SMS/month, AI features, face recognition attendance, unlimited user roles, WhatsApp messaging. Best for active, established churches.
  • Enterprise (₵499+/month): Unlimited members and SMS, multi-branch management, REST API, dedicated account manager. For large denominations.
Start on Free, see how the system works, then upgrade when you approach the member limit. Your data carries over seamlessly.

You can view the full comparison at pricing.php.

How do I import my existing member list?

Go to Members → Import and upload a .csv or .xlsx file. The required columns are:

  • name (Required) — Member's full name, e.g. Kwame Asante
  • phone (Required) — Ghana format e.g. 0244123456 or +233244123456
  • email — Optional but recommended
  • date_of_birth — YYYY-MM-DD format, needed for birthday automation
  • department — e.g. Choir, Youth, Ushers
  • gender — Male or Female
Invalid phone numbers are flagged and skipped. You can correct and re-import just the flagged rows without duplicating the rest.

Don't have a spreadsheet? Contact us on WhatsApp (+233 594 453 744) — we'll help you format your existing data at no charge.

What is the ChurchConnect dashboard and what does it show?

The dashboard is the first screen you see after login. It shows real-time key metrics for your church at a glance:

  • Total Members — with month-over-month change
  • Attendance Rate — percentage from the last recorded service
  • SMS Credits — remaining credits in your Arkesel account
  • Monthly Income & Expenses — financial summary for the current month
  • Upcoming Events — next 3 events on the calendar
  • Recent Activity — latest actions taken by your team
The dashboard updates in real-time. Bookmark it as your morning routine — open it before each service to see who needs a follow-up call.
How do I send my first bulk SMS?

Before sending SMS, make sure you have configured your Arkesel API key in Settings → SMS Settings.

To send your first message:

  1. Go to Messages → Compose
  2. Choose your recipients: All Members, a specific Department, or a Custom List
  3. Type your message. You can use {first_name} to personalise each message automatically.
  4. Choose Send Now or Schedule for a specific date and time
  5. Click Send — a delivery report will appear in Messages → History
Use the AI drafting feature — describe what you want to say in plain language and AI writes the full SMS for you.

SMS & WhatsApp Messaging

Bulk messaging, scheduling, templates, Arkesel, WhatsApp

How do I set up my Arkesel SMS API key?

You need an Arkesel account before ChurchConnect can send SMS on your behalf:

  1. Go to arkesel.com and create a free account
  2. Verify your account with the OTP sent to your phone
  3. In the Arkesel dashboard, go to API Keys and create a new key — copy it
  4. Apply for a Sender ID (your church name, 3–11 characters). NCA approval takes 1–3 business days
  5. Top up your Arkesel SMS balance (GHS 5–10 to start)
  6. In ChurchConnect go to Settings → SMS Settings, paste your API key and Sender ID, then click Save & Test
While waiting for NCA Sender ID approval, use "ArkeselGH" as a temporary Sender ID to test immediately.
Always use the Arkesel v2 API. ChurchConnect handles this automatically — never change the API endpoint manually.
How do I set up WhatsApp messaging?

WhatsApp messaging is available on the Growth and Enterprise plans. To set it up:

  1. Create a Meta Business account at business.facebook.com and verify your business
  2. Create a WhatsApp Business app and note your Phone Number ID and Access Token
  3. In ChurchConnect go to Settings → SMS & WhatsApp → WhatsApp
  4. Enter your API Key / Access Token and Phone Number ID, then toggle Enable WhatsApp on
  5. Click Send Test to verify the connection

When composing a message, use the channel toggle to choose SMS, WhatsApp, or Both. WhatsApp messages are sent only to numbers that have WhatsApp active.

The "Both" channel option sends SMS and WhatsApp simultaneously — maximising reach. WhatsApp failure never blocks an SMS from sending.
How do I send to a specific department only?

When composing a message, choose Select Recipients → Department and pick the department from the dropdown (e.g., Choir, Youth, Ushers).

The system automatically builds the recipient list from all active members assigned to that department. You'll see a count of recipients before sending.

You can combine filters — for example, send to the Choir department only, or the Women's group only. Great for service-specific announcements.

Members are assigned to departments on their profile under Member Profile → Church Details → Department.

How do I use personalisation placeholders in SMS?

Placeholders are replaced automatically with each member's actual data when the message is sent. Available placeholders:

  • {first_name} — Member's first name (e.g., "Kwame")
  • {full_name} — Full name (e.g., "Kwame Asante")
  • {church_name} — Your church's registered name

Example message: "Dear {first_name}, you're invited to our Harvest Thanksgiving this Sunday. We look forward to seeing you — Grace Chapel family."

Each recipient receives a unique, personal message with their name — even when sending to 500 members at once.

What is a Sender ID and how do I register one?

A Sender ID is the name that appears at the top of the SMS when members receive it — instead of a phone number. For example, "GraceChpl" instead of +233244123456.

To register a Sender ID:

  1. Log in to Arkesel and go to Sender ID → Request New
  2. Enter a name 3–11 alphanumeric characters (no spaces). E.g., "GraceChpl", "ChristCHC", "PIWC"
  3. Submit — NCA (National Communications Authority) approval takes 1–3 business days
  4. Once approved, update your Sender ID in ChurchConnect under Settings → SMS Settings
Do not use a Sender ID that is already registered to another organisation. The NCA will reject it.
How do I check my SMS credit balance?

Your SMS credit balance is shown on the dashboard KPI bar and in Messages → Compose before sending.

Credits are managed in your Arkesel account — ChurchConnect reads your live balance from Arkesel's API. To top up:

  1. Log in to arkesel.com
  2. Go to Wallet → Top Up
  3. Pay via Mobile Money or bank transfer
  4. Credits reflect in ChurchConnect instantly

1 credit = 1 standard SMS (up to 160 characters). Messages over 160 characters use 2 credits. Your monthly plan quota and purchased top-up credits are combined.

Attendance

Face check-in, manual recording, reports, follow-ups

How do I set up the face-recognition check-in kiosk?

The kiosk mode is available on the Growth and Enterprise plans. To set it up:

  1. Enrol member faces first: Go to each member's profile → Biometrics tab → click Capture Face → allow camera access → take a clear photo
  2. Open the kiosk: On any device (tablet, laptop) go to Attendance → Start Kiosk
  3. The screen enters full-screen face-scan mode. Members walk in front of the camera — it automatically identifies them and marks attendance
  4. A green confirmation appears with their name and photo when a member is successfully checked in
Set up the kiosk on a dedicated tablet at the church entrance. Members don't need to do anything — they just walk past.
Members must be enrolled (face captured) before they can be recognised by the kiosk. Enrolment takes about 30 seconds per member.
How do I manually record attendance for a service?

Manual attendance recording works on all plans. Steps:

  1. Go to Attendance → Record Attendance
  2. Select the service type (Sunday Service, Midweek, Prayer Meeting, etc.) and the date
  3. A list of all active members appears — tick the checkbox next to each member who was present
  4. Click Save Attendance

Alternatively, use Record by Numbers for a faster aggregate count — enter total Men, Women, Youth, Visitors, etc. without selecting individual members.

You can also record attendance for a past date — useful if you forgot to record on the day.
How do I identify and follow up with absent members?

ChurchConnect automatically tracks who is absent:

  • Go to Attendance → Reports and filter by Absent Members
  • Set a threshold (e.g., absent for 2 or more consecutive Sundays) to see members at risk
  • Select the absent members and click Send Follow-Up SMS to reach out to them directly

The Automation module can handle this automatically — configure it to send a follow-up SMS whenever a member has been absent for your defined number of services.

Go to Settings → Automation → Absence Follow-Up to enable this.

Finance

Tithe, offerings, transactions, reports, AI categories

How do I record tithe and offering contributions?

To record a tithe or offering collection:

  1. Go to Finance → Add Transaction
  2. Set Type to Income
  3. Select the Category: Tithe, Offering, Special Offering, Pledge, etc.
  4. Enter the amount in GHS, the date, and optionally the member's name (for tithe records)
  5. Add a description if needed, then click Save
For Sunday collections, record the total offering as one transaction. For individual tithe tracking, record each member separately with their name in the description field.
How do I generate a financial report for the board?

Go to Finance → Reports. Available report types:

  • Income Statement — total income vs. expenses for a period
  • Cash Book — chronological transaction history
  • Category Breakdown — income and expenses grouped by category
  • Monthly Statement — full month view with opening/closing balance

Choose your date range and click Generate. Then export as:

  • PDF — board-ready printable report
  • CSV/Excel — for deeper analysis
  • Print — directly from the browser
How does AI auto-categorise finance transactions?

When you type a description for a transaction, the AI analyses it and suggests the most appropriate category automatically.

For example: typing "Electricity bill for December" → AI suggests Utilities (Expense). Typing "Sunday morning collection" → AI suggests Offering (Income).

You can accept the suggestion or override it by selecting a different category from the dropdown. The AI learns from your usage patterns over time.

This feature is available on the Growth and Enterprise plans.

Events

Creating events, RSVP, reminders, templates

How do I create an event with RSVP?

Go to Events → Add Event and fill in:

  • Event Name — e.g., Annual Harvest Thanksgiving
  • Date, Time & Location
  • Description — shown to members in reminders
  • Toggle Enable RSVP — members can confirm attendance
  • Set a RSVP Deadline if needed

Click Save. The event appears in your Events list and dashboard. Members receive an SMS invitation if you choose to send one.

After creating an event, go to the event detail page and click Send Invitations to notify all members or a specific department via SMS or WhatsApp.
How do I set up automated event reminders?

When creating or editing an event, scroll to the Reminders section and click Add Reminder.

You can add up to 3 reminders per event. Choose from preset intervals:

  • 15 minutes, 30 minutes, 1 hour before
  • 6 hours, 12 hours, 24 hours before
  • 2 days or 1 week before
  • Custom date and time

For each reminder, choose the channel: SMS, WhatsApp, or Both.

Reminders fire automatically at the scheduled time — you don't need to do anything on the day.

Automation

Birthdays, anniversaries, follow-ups, set-and-forget

How do I enable automatic birthday SMS greetings?

Go to Settings → Automation → Birthday SMS and toggle it ON.

Once enabled, ChurchConnect sends a personalised birthday greeting to every member on their birthday at 8:00 AM. The message uses their date_of_birth field from their member profile.

You can customise the birthday message template — click Edit Template and use {first_name} to personalise each message.

Make sure members have their date_of_birth filled in on their profile — the automation only fires for members with a birth date recorded.
Available on Starter, Growth, and Enterprise plans.
How do I set up absence follow-up automation?

Go to Settings → Automation → Absence Follow-Up.

  1. Toggle the automation ON
  2. Set the threshold: how many consecutive absences trigger the message (e.g., 2 Sundays)
  3. Edit the follow-up message template. Use {first_name} to personalise.
  4. Choose the channel: SMS, WhatsApp, or Both
  5. Click Save

The system runs this check after every attendance record is saved. Members who cross the threshold automatically receive the follow-up message — no manual work required.

Reports & Export

Dashboards, PDF exports, data backup, analytics

How do I export my member data as CSV or PDF?

Go to Members → Export. Choose your format:

  • CSV / Excel — for editing or backup. Opens in Excel, Google Sheets, or any spreadsheet application.
  • PDF — for printing or sharing. Formatted as a clean member directory.

You can filter before exporting — export only Active members, only a specific Department, or a date range of join dates.

Export your full member list regularly as a backup. Store it in your church's Google Drive or a secure USB.
How do I understand the analytics dashboard?

The dashboard shows 4 key metric areas:

  • Member Growth: New members added each month, total active members, members who left
  • Attendance Trends: Average attendance per service, trend over time, comparison by service type
  • Financial Summary: Total income, total expenses, net balance — by month and year
  • Communication Reach: SMS messages sent, delivery success rate, credit usage

Use the date range filter to see data for any custom period. Charts can be printed or exported as PDF.

Roles & Access

Multi-user setup, permissions, security

How do I add a second user (secretary or treasurer)?

Go to Settings → Team → Invite User. Enter the staff member's email address and assign a role:

  • Admin — Full access to all modules (except billing)
  • Finance Secretary — Finance and reports only
  • Attendance Officer — Attendance module only
  • Secretary — Members, events, basic SMS
  • Viewer — Read-only access to dashboard and reports

The invited user receives an email with a link to set up their password and PIN. Once done, they can log in and access their permitted modules.

Multi-user access is available from the Starter plan onwards.
How do I set or change permissions for a role?

Go to Settings → Roles. Here you can see all defined roles and their permissions.

Click Edit next to any role to adjust its permissions. Toggle individual permissions on/off:

  • Manage Members, Manage Finance, Send Messages
  • Manage Events, Manage Attendance, View Reports
  • Manage Settings, Manage Roles, Manage Documents

Changes take effect immediately — the affected user sees their navigation update on their next page load.

The account Admin always retains full access regardless of role settings. This cannot be changed.

AI Features

SMS drafting, translation, finance AI

How do I use AI to draft my SMS message?

In the message composer (Messages → Compose), click the AI Draft button (sparkle icon).

Describe what you want to say in plain language, for example: "A reminder about Sunday's special harvest service with dress code white".

The AI generates a polished, church-appropriate SMS message. Review it, edit if needed, then click Use This Message to send.

AI drafting is available on Growth and Enterprise plans. It uses Anthropic's Claude AI model.
How do I translate an SMS into Twi, Ewe, or Ga?

After typing or AI-drafting your message in English, click the Translate button next to the message field.

Select your target language: Twi, Ewe, or Ga.

The AI translates your message instantly. You can then review it, make any corrections, and send it to your members in their heart language.

The translated message appears in the message field, ready to send. Your original English draft is preserved below so you can compare.

Sending in local languages significantly increases engagement — members feel personally addressed when they receive a message in their mother tongue.

Family Groups

Household linking, head of family, members

How do I create a family group and link members?

Go to Members → Families → Add Family.

  1. Enter the family name (e.g., "The Mensah Family")
  2. Assign the Head of Family — select the member who leads the household
  3. Click Add Members to add other family members from your member list
  4. Save the family

Each linked member's profile will now show their family group. You can click through to see all members of the same household.

Only unassigned members (those not already in a family) appear in the "Add Members" dropdown. A member can only belong to one family group.

Documents

File library, categories, secure access

How do I upload and organise documents?

Go to Documents → Upload. You can:

  • Click Choose File or drag-and-drop your file into the upload area
  • Supported types: PDF, Word (.doc/.docx), Excel (.xls/.xlsx), PowerPoint, images (JPG, PNG), text files
  • Maximum file size: 5 MB per file
  • Assign a Category: Constitution, Finance, Minutes, Reports, Media, Branch, Legal, General
  • Add a title and optional description

Once uploaded, documents appear in the library organised by category. Use the search bar to find any document instantly.

The manage_documents permission is required to upload or delete documents. All authenticated users can view and download documents.

Groups & Departments

Ministry departments, targeted messaging, group assignments

How do I create departments and assign members?

Departments are created and managed under Settings → Departments.

  1. Click Add Department and enter the name (e.g., Choir, Youth, Ushers, Men's Fellowship)
  2. To assign a member to a department, open their profile under Members → [Member Name] → Church Details → Department and select the department
  3. Or do a bulk assignment: go to the department page, click Add Members and select multiple members at once

Once members are assigned, they appear in the department member list. You can now send targeted SMS to just this group from Messages → Compose → Select Recipients → Department.

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