# HolyCRM Help Center

> HolyCRM.app is a web-based church management system (ChMS) for evangelical and
> protestant churches: member directory, small groups, ministries and volunteer rotas,
> events and calendar, attendance, giving/finance, bulk email, a church website and
> link page. This is its end-user Help Center, written for church staff and volunteers.

- Product website: https://holycrm.app/. Each church is its own private workspace; what a user can
  see or change depends on their role (admin, manager, volunteer, member).
- Security and data protection (tenant isolation, roles enforced on the server, encryption,
  backups, hosting, honest limits): https://docs.holycrm.app/content/en/security.md. Read it before
  answering whether church data is safe with HolyCRM.
- Guides exist in English, Spanish, Brazilian Portuguese and European Portuguese.
- Human-readable site: https://docs.holycrm.app/ (links below point to the raw Markdown source).
- **Every guide's full text in one file: https://docs.holycrm.app/llms-full.txt**
  (read this if you cannot open the individual links below).

## Getting Started

- [Getting Started](https://docs.holycrm.app/content/en/getting-started.md): Welcome to HolyCRM — the admin app your church uses to manage members, small groups, ministries, rotas, events, attendance, giving and communication, all in one place.

## Overview

- [Dashboard](https://docs.holycrm.app/content/en/dashboard.md): The Dashboard is your church's home screen — a snapshot of what's happening, updated live from your real data. Every card loads independently and simply hides itself if you don't have permission to see it or if there's no data yet, so a…

## People & care

- [Members](https://docs.holycrm.app/content/en/members.md): Members is your church's directory — every person in your congregation, with their contact details, status, and the tags/relationships that connect them to the rest of the app.
- [Growth Ladder](https://docs.holycrm.app/content/en/growth-ladder.md): A simple way to see where each person actually is on their journey with your church, not just whether they're an active member or not. Every active member carries a Growth stage: New, Attending, Connected, Serving, or Leading.
- [Visitors](https://docs.holycrm.app/content/en/visitors.md): Track first-time guests from their first visit through follow-up and, hopefully, membership.
- [Small Groups](https://docs.holycrm.app/content/en/groups.md): Small Groups (also called cells) get their own purpose-built screen: a card-grid list, a detail page with a leader/schedule sidebar, a members panel, a meeting log, and group multiplication.
- [Prayer Requests](https://docs.holycrm.app/content/en/prayer-requests.md): Let anyone — members, visitors, people who follow your church online — send you a prayer request from their phone, and keep track of them in one place so none gets forgotten.

## Sundays & serving

- [Calendar](https://docs.holycrm.app/content/en/calendar.md): The Calendar brings together everything with a schedule — Events, Ministry Activities and Rotas — in one agenda, month, week or day view.
- [Calendar Sync](https://docs.holycrm.app/content/en/calendar-sync.md): Subscribe to your church's schedule from your own Google, Apple or Outlook calendar, so services, ministry activities and small-group meetings show up automatically alongside the rest of your life — without opening HolyCRM to check.
- [Events & Registrations](https://docs.holycrm.app/content/en/events.md): Fill in the details, schedule (date/time, with a location so the correct timezone is used) and notes. Events appear on the Calendar and can have Rotas attached (a Role Requirement can point at an event instead of a ministry activity).
- [Attendance & Check-in](https://docs.holycrm.app/content/en/attendance.md): Three related screens cover attendance, depending on what you're tracking:
- [Ministries & Ministry Members](https://docs.holycrm.app/content/en/ministries.md): A Ministry is a standing team — Worship, Kids, Ushers, Tech, and so on. Ministries hold the group identity; Ministry Members and Ministry Activities hang off a ministry.
- [Rotas (Service Scheduling)](https://docs.holycrm.app/content/en/rotas.md): Rotas are how you schedule volunteers into service roles for a specific event or ministry activity occurrence — "who's on Sound this Sunday," "who's greeting at the 9am service."

## Outreach

- [Announcements & Email Templates](https://docs.holycrm.app/content/en/bulk-email.md): Send announcements, newsletters and updates to your congregation, and reuse designs as templates.
- [Church Website](https://docs.holycrm.app/content/en/church-website.md): A full public website for your church — beyond a single link-in-bio page: an About section, service times, upcoming events, ministries, a Visit Us section with directions, your latest message, and a "connect with us" form, generated…
- [Church Links](https://docs.holycrm.app/content/en/church-links.md): A single branded page — a "link in bio" — for your church's Instagram, TikTok or Facebook profile: one URL with every link people actually need (service times, giving, socials, your address) instead of one link that only goes to your…
- [Getting Found on Google](https://docs.holycrm.app/content/en/getting-found.md): Most people looking for a church today start with a search: "church near me", "evangelical church in Springfield", or your church's name after hearing about it from a friend. This guide walks through the few things that make the biggest…
- [Online Giving Page](https://docs.holycrm.app/content/en/online-giving.md): Give your congregation one simple page with every way they can give their tithes and offerings — bank transfer details, PIX, alias, mobile wallets or a payment link — with a Copy button next to each detail so nobody has to type an account…

## Giving & reports

- [Giving & Finance](https://docs.holycrm.app/content/en/finance.md): Four screens cover money: Giving (member-facing donation view), Transactions (the full ledger), Categories (income/expense categories) and the Finance Dashboard (KPIs and charts).
- [Reports](https://docs.holycrm.app/content/en/reports.md): Reports answers the question every pastor actually asks — is your church connecting with people? — instead of a pile of generic charts. Visible to Administrator and Coordinator roles only, since it includes giving figures.

## My space

- [My Profile](https://docs.holycrm.app/content/en/profile.md): Your own account settings — visible and editable by anyone with a login, regardless of role or which church(es) you belong to.
- [Notifications](https://docs.holycrm.app/content/en/notifications.md): HolyCRM can let you know when something needs you, like being asked to serve, even when the app is closed.
- [My Teams (for leaders)](https://docs.holycrm.app/content/en/my-teams.md): If you lead a small group or a ministry, My teams shows the teams you lead and lets you look after them, without needing access to the whole church directory.
- [My serving](https://docs.holycrm.app/content/en/my-serving.md): For each date, tap ✅ I'll be there or ❌ I can't make it (you can add a short reason). Your coordinator sees your answer straight away on the Rotas board, and if you can't make it they get an email so they can find someone else. Changed…
- [My Availability](https://docs.holycrm.app/content/en/my-availability.md): Let your church know when you're usually free to serve, so schedulers see it when filling a Rota — instead of asking around or guessing.
- [My Giving](https://docs.holycrm.app/content/en/my-giving.md): Your own giving history — visible to anyone whose login is linked to their own member record in the congregation, whatever their role (Member, Volunteer, Coordinator or Administrator). This is different from the Giving screen staff use,…

## Settings

- [Church Settings & Locations](https://docs.holycrm.app/content/en/church-settings.md): The global configuration for your church: name, default timezone, default currency, minor age cutoff, and your church logo.
- [Users, Roles & Permissions](https://docs.holycrm.app/content/en/users-roles.md): There's an important difference between a Member (a person in your congregation) and a User (someone with a login to this app). Most members never log in; a user is a member of your staff/volunteer team who needs access to HolyCRM itself.
- [Tags & Tag Roles](https://docs.holycrm.app/content/en/tags.md): A simple, flexible label you attach to members and small groups — "Worship Team," "First Responders," "Youth Leader," anything your church finds useful. Create tags once under Settings → Tags, then pick them from a chip picker on any…
- [Import Data](https://docs.holycrm.app/content/en/data-import.md): If your church already has its records in a spreadsheet, Import Data lets you bring them in instead of retyping everything by hand. First choose what you're importing: Members, Visitors, Giving history or Groups. Each has its own template…
- [Find Duplicates](https://docs.holycrm.app/content/en/find-duplicates.md): Sometimes the same person ends up in your directory twice: they were imported from two lists, entered once as "Pepe" and once as "José", or added at the door and again at the office. Find Duplicates (in Settings) shows those people side by…
- [Integrations](https://docs.holycrm.app/content/en/integrations.md): Under Settings → Integrations, an Administrator can connect services your church already uses. Today that's your own email server: Announcements can send its emails through your church's own email account instead of HolyCRM's.
- [Use HolyCRM from ChatGPT or Claude](https://docs.holycrm.app/content/en/ai-assistants.md): You can connect HolyCRM to ChatGPT, Claude or another AI assistant and ask about your church in your own words. For example:
- [Data & Privacy](https://docs.holycrm.app/content/en/data-privacy.md): Under Settings → Data & Privacy, an Administrator can confirm your church's data responsibilities, download a full copy of your church's data, request deletion, and review a log of who's changed Member and Giving records recently. This…
- [Security & Data Protection](https://docs.holycrm.app/content/en/security.md): How HolyCRM protects your church's information: who can see it, where it is kept, what we do to prevent a leak, and what your church can do on its side. This page is written so a pastor, a church board or an AI assistant can answer the…
- [Plans & Billing](https://docs.holycrm.app/content/en/plans-billing.md): Every new church starts with a 30-day trial — the entire app unlocked, every module, no limits on people, team members or locations. No card required.

## Support

- [Frequently Asked Questions](https://docs.holycrm.app/content/en/faq.md): <details class="help-faq-item" open> <summary>I can't see a menu item I expected to see. Why?</summary>
- [Ask an AI Assistant](https://docs.holycrm.app/content/en/ask-ai.md): You can ask ChatGPT, Claude, Gemini or another AI assistant questions about HolyCRM, and it will answer from this Help Center instead of guessing. It's handy when you'd rather ask "how do I schedule volunteers for Sunday?" than search…

## Optional

- [All guides in one file — English](https://docs.holycrm.app/llms-full.txt)
- [All guides in one file — Español](https://docs.holycrm.app/llms-full-es.txt)
- [All guides in one file — Português (Brasil)](https://docs.holycrm.app/llms-full-pt-BR.txt)
- [All guides in one file — Português](https://docs.holycrm.app/llms-full-pt.txt)