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    • Beginner's Guide:
      ChMS

      Never Used your ChMS database before? Here's how you can get started.
    • Build a good foundation with these essentials

      Let's connect your technology and build out your team!
       

       
      Turn on the ChMS and Website integration
      1. Enable your ChMS and Website Integration
      Let's connect your technologies!
      eCatholic Logo
      Help Article - ChMS
      Add new staff members
      2. Add new staff members to your database
      Build out your team of helpers and volunteers.
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      Help Article - ChMS
      Invite families to your member portal
      3. Invite parishioners to participate through the Member Portal
      Get help keeping member info accurate.
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      Help Article - ChMS
    •  Free training webinars

      Your go-to ChMS training resource

      Need some help learning the ropes for your ChMS church management software? Looking to sharpen your cyber skills? Join us for three FREE training webinars and become the digital expert in all things ChMS for your parish, school or ministry!
      Learn More

      Free training webinar

      Become the ChMS expert for your organization!

      Need some help learning the ropes for your ChMS church management software? Looking to sharpen your cyber skills? Join us for three FREE training webinars and become the digital expert in all things ChMS for your parish, school or ministry!
      Learn More

    • Learn about your ChMS database
      Learn about your ChMS Database
    • Managing your families and member records

      Once you're all set up, it's time to start settling in to the basic details of managing your ChMS database. 

      Adding new members
    • Using the family explorer
      4. How to use the Family Explorer
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      Help Article - ChMS
      How to add new family members
      5. Adding a new family + individual members
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      Help Article - ChMS
      How to use family tags
      6. How to use Family Tags in your database
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      Help Article - ChMS
      How to send an email in the ChMS
      7. How to send an email from the ChMS
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      Help Article - ChMS
    • Track parishioner involvement and manage funds

      Keep your entire team on the same page by utilizing the Committees and Fund Raising modules

       
      Create a new committee in the ChMS
      8. How to create a committee in the ChMS
      Group your members together for better record organization.
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      Help Article - ChMS
      Add new members to your committees
      9. How to add members to a committee 
      Put all your members in the right place.
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      Help Article - ChMS
      Adding a new fund in your Fund Raising module
      10. How to create a new fund in your database
      The correct set up will help you see active pledges and contributions.
      eCatholic Logo
      Help Article - ChMS
      Clone a batch contribution in the ChMS
      11. How to clone a batch contribution entry
      Eliminates tedious work for those consistent contributions.
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      Help Article - ChMS
    •  

      And don't forget to save these for later!

    • There might be some additional features and reports that you'd like to utilize in the ChMS, just not quite yet. Be sure to bookmark these additional resources for the future!

      • How to Create Annual Statements
      • How to Create Mailing Labels
      • Generate a Fund Raising Report
    • Still have questions?
      Let's chat!

      Have questions? Concerns? Sweaty palms? Our team is here to help (with a smile).

      Contact Us
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