# Chapter 13 — Common Workflows

End-to-end guides for frequent church operations.

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## 13.1 Sunday service with kiosk check-in

**Who:** Branch admin or usher  
**Time:** 30 minutes before service

| Step | Action | Module |
|------|--------|--------|
| 1 | Open **Attendance → Kiosk** | Kiosk |
| 2 | Select "Sunday Morning Service" | Kiosk |
| 3 | Display QR code on projector or print poster | Kiosk |
| 4 | Members scan QR and check in on their phones | Public kiosk |
| 5 | After service, open **Attendance → Reports** | Reports |
| 6 | Verify headcount matches expectations | Reports |
| 7 | Open **Attendance Tracker** → review absentees | Tracker |
| 8 | Create follow-ups for members absent 3+ weeks | Follow-ups |

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## 13.2 Month-end finance close

**Who:** Treasurer  
**Time:** Last day of month

| Step | Action | Module |
|------|--------|--------|
| 1 | Enter all **offerings** for the month | Offerings |
| 2 | Enter all **tithes** received | Tithes |
| 3 | Record **pledge payments** | Pledges |
| 4 | Enter all **expenses** with receipts | Expenses |
| 5 | Open **Recorded Income** → verify totals | Recorded Income |
| 6 | Run **Profit & Loss** for the month | P&L Report |
| 7 | Run **Balance Sheet** as of month-end | Balance Sheet |
| 8 | Export reports for church leadership | Export |
| 9 | Reconcile bank account if needed | Balance Sheet → Reconcile |

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## 13.3 Onboard a new treasurer

**Who:** Church or branch admin

| Step | Action | Module |
|------|--------|--------|
| 1 | **Roles → Add** → name "Treasurer" | Roles |
| 2 | **Roles → Treasurer → Permissions** | Permissions |
| 3 | Enable Read/Write/Create/Delete/Export for finance modules | Permissions |
| 4 | **Users → Add** → name, email, password | Users |
| 5 | Assign role "Treasurer" | Users |
| 6 | Share login URL and credentials securely | — |
| 7 | Treasurer signs in → sees finance menus only | — |

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## 13.4 Onboard a new branch

**Who:** HQ admin

| Step | Action | Module |
|------|--------|--------|
| 1 | Verify branch limit in **Plan Package** | Subscription |
| 2 | **Branches → Add** → name, address, region | Branches |
| 3 | **Add Admin** on branch detail → credentials | Branches |
| 4 | Share branch admin login securely | — |
| 5 | Branch admin signs in → configures **Settings** | Settings |
| 6 | Church admin uploads **logo** under Settings → General (optional) | Settings |
| 7 | Branch admin imports or adds **Members** | Members |
| 8 | Branch admin sets up **Services** for attendance | Services |
| 9 | HQ creates **Announcement** welcoming the branch | Announcements |

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## 13.5 Onboard a new staff member with limited access

**Who:** Church or branch admin

| Step | Action | Module |
|------|--------|--------|
| 1 | Decide which modules the staff member needs | — |
| 2 | Create or select a **Role** with those permissions | Roles |
| 3 | **Users → Add** → assign the role | Users |
| 4 | Staff signs in → lands on **User Dashboard** | Dashboard |
| 5 | Sidebar shows only permitted modules | — |

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## 13.6 Request help from platform support

**Who:** Any admin

| Step | Action | Module |
|------|--------|--------|
| 1 | **Support → Tickets → New Ticket** | Tickets |
| 2 | Subject: clear summary (e.g. "Cannot export members") | Tickets |
| 3 | Priority: Medium (or Urgent if blocking) | Tickets |
| 4 | Description: steps taken, error messages, browser used | Tickets |
| 5 | Attach screenshot if helpful | Tickets |
| 6 | Submit → track replies on ticket detail page | Tickets |

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## 13.7 Run payroll for the month

**Who:** Church admin or HR officer

| Step | Action | Module |
|------|--------|--------|
| 1 | Verify all **Employees** are active with correct salaries | Employees |
| 2 | Review **Payroll Items** (allowances/deductions) | Payroll Items |
| 3 | **Payroll → New Run** → select month | Payroll |
| 4 | Generate line items → review each employee | Payroll |
| 5 | Adjust individual lines if needed | Payroll |
| 6 | **Mark as Paid** → confirm date | Payroll |
| 7 | Open **Payment Report** → verify history | Payment Report |
| 8 | Export payment report for accounting records | Export |

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## 13.8 Customise the visitor registration form

**Who:** Church or branch admin (Attendance permission)

| Step | Action | Module |
|------|--------|--------|
| 1 | Open **Attendance → Visitor form** | Visitor form |
| 2 | Edit welcome message and add custom fields | Visitor form |
| 3 | **Save form** — QR code is generated automatically | Visitor form |
| 4 | Print or display the QR at the welcome desk | — |
| 5 | Test by scanning with a phone | Public form |
| 6 | Review **Submissions** after services | Visitor form |

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## 13.9 Upload your church logo

**Who:** Church founding admin or admin with Settings access

| Step | Action | Module |
|------|--------|--------|
| 1 | Sign in → note default logo on dashboard (if not yet customised) | Dashboard |
| 2 | Open **Settings → General** | Settings |
| 3 | Under **Logo**, choose PNG/JPG/WebP (square, min 200×200 px recommended) | Settings |
| 4 | **Update Settings** | Settings |
| 5 | Confirm logo in sidebar, header, and dashboard | — |

The dashboard reminder banner disappears once a custom logo is saved.

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[← Chapter 12](12-settings.md) | [Back to Contents](../README.md)
