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 Help Topics / Getting Started & FAQs / Getting Started With ChurchTrac

Getting Started With ChurchTrac


  • Getting Help
  • Navigating the Application
  • What Should I Do First?
  • Other Next Steps
  • FAQS

Getting Help

One of the best ways to learn the software is to join a Getting Started Livestream. These weekly livestreams are a fantastic opportunity to see all the core features of the software and ask questions. The live streams are intentionally small and highly interactive!

Help Button
Confused about something? Select the orange Help button on the top right corner of the application. You'll get an overview of the current screen, along with links to our user guide.

When you have questions or need extra help, connect with our Support Team by creating a support ticket. We also have over 100 instructional videos on YouTube, an active Facebook presence, and we regularly host in-depth livestreams on a variety of ChurchTrac topics and features.

Navigating the Application

ChurchTrac is organized into eight main sections, or "screens" (Home, People, Events, etc.). These screens make up the "Main Menu."

Navigating Toolbar Left
Navigating Toolbar Top

Each screen has its own "toolbar" that contains the specific functions available for that section.

Navigating ChurchTrac ChMS

On smaller screens, these page options can be found by selecting the arrow on the top-right corner of the screen.

Navigating ChurchTrac ChMS

What Should I Do First?

One of the biggest challenges in using any application is knowing where to start. To assist you, we've created a Roadmap to provide a clear path forward.

1
1

Add User Accounts

  • Create a user account for each leader in your church (pastor, worship leader, treasurer, staff, etc.). Your ChurchTrac account includes up to 10 users initially. Just reach out to our team if you need more!
  • Assign permissions: Control access so each user only sees and edits information related to their ministry or role.
2
2

Add Your Names

  • Add your name and your family's information. Then, start adding your members.
  • Use the "Add My Family" feature and let your congregation provide their information (recommended).
  • Let us import your data (for free) from a spreadsheet or another church software provider.
3
3

Join a Getting Started Livestream

  • Gather you and your team to join one of our weekly Getting Started Livestreams. These free livestreams last about 1 hour, and they're the perfect opportunity to ask all of your questions.

Other Next Steps

Getting Started with Giving and Online Giving
Setup Your Groups, Classes, and Ministry Teams
Configure User-Defined Fields
Set up Accounting and Budgets
Use Church Connect as your Website, App, and Member Portal
Set up Worship Planning and Scheduling
Use the Calendar to track Events, Attendance, Check-In, and Registrations
Set up Automations

FAQS

How much does ChurchTrac cost?

ChurchTrac's pricing is based on the number of names you add to your church database. To learn more about pricing, visit our pricing page.

Does ChurchTrac include support for free?

ChurchTrac includes free support for all paid subscriptions. Our average response time for new support tickets is under 1 business hour. Please reach out to our support team if you have any questions.

Do you import our data for free?

Yes! We’ll take care of your very first People import at no cost. Just send us your spreadsheet, and we’ll get your members set up for you. You can also import your giving records directly into ChurchTrac whenever you need.

What makes ChurchTrac different from the other church software companies?

Here are the 4 top reasons churches choose ChurchTrac...

  1. The most affordable All-In-One Church Management Software.
  2. Easy to use. (Ranked #1 according to Software Advice & Capterra).
  3. Most affordable and easy to use Church Accounting Software.
  4. Low online giving fees with an average savings of over $500/year.
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Products & Features

Giving & Fundraising Church Website Builder Church App Builder People & Messaging Events & Attendance Child Check-In Church Automations Church Accounting Worship and Scheduling Custom Built Websites Accounting Service Security & Integrations

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ChurchTrac vs Planning Center ChurchTrac vs Tithe.ly ChurchTrac vs Realm ChurchTrac vs Breeze ChurchTrac vs QuickBooks See all comparisons

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