Help centre
What every part of Vestry does. Look for the ? by any page title for the same help in context.
Printable guides
Downloadable PDF guides you can print or share with your team.
Attendance
Open βRecord weekly counts (adults, children, online). The chart shows your recent trend; figures feed the Statistics for Mission helper.
Billing & plan
Open βYour plan and which modules are active. The free core is always included; contact support to add modules or arrange a licence.
Birthdays & anniversaries
Open βBrowse who has a birthday or anniversary each month. Add dates on each contact's record.
Bookings
Open βBook a room once or on a repeat β the single place to manage room hire.
- Tick one or more rooms for a multi-room booking.
- Repeats? turns a booking into a regular booking that fills the diary.
- Approving checks for clashes (including linked/adjoining rooms).
- Raise quotes and invoices from a booking's page.
Bookings calendar
Open βRoom-by-week grid so clashes and free slots are obvious.
- Each row is a room; a multi-room booking shows in every room it uses.
- Pending and confirmed bookings are colour-coded.
Buildings & maintenance
Open βLog issues against a building with priority, owner and due date. Overdue tasks are flagged.
Calendar
Open βYour whole-church diary of services and events.
- Switch between Month and List views.
- Click a day's event to open it.
- Add an event at the bottom β set a type, optional capacity and open it for public registration.
- Colours: services, events and private bookings.
Children's check-in
Open βSecure check-in with a pickup code matched at collection.
- Open the kiosk for a foyer tablet, or check in from here.
- Each child gets a code printed on a child tag + matching guardian tag.
- At pickup, enter the code from the guardian's tag; a leader can override a lost tag.
- Keep allergy/medical records under Consent & medical.
Contacts
Open βEveryone connected to your church β members and visitors.
- Search, tag and segment people; add your own custom fields.
- Import or export a CSV; find and merge duplicates.
- Open a contact for their timeline, giving, groups and family links.
Dashboard
Open βYour overview: key numbers, what needs attention, the week ahead and this month's birthdays. Click any tile to jump in.
Data & privacy
Open βYour GDPR toolkit: manage consent, export a person's data (subject access request), and erase records on request.
Documents
Open βPolicies, PCC minutes and risk assessments. Upload a file or link to one; mark each Public or Restricted.
Event registration
Open βEvents open for public sign-up. Tick 'open for registration' on a calendar event to list it here and collect RSVPs.
External contacts
Open βSuppliers and non-member hirers β the people who rent your rooms.
- Link a contact to bookings to raise quotes and invoices.
- Keep organisation, phone and notes in one place.
Finance & budgets
Open βIncome, expenses and budget-vs-actual across funds.
- Record a spend, or let volunteers submit claims with receipts for approval.
- Only approved expenses count as spend.
- Year-end pack gives PCC/APCM totals; Collection counting reconciles cash.
Giving & Funds
Open βRecord gifts, track funds and manage Gift Aid.
- Record manual gifts or take card gifts on your public giving page.
- Funds show progress to target; export the Gift Aid schedule for HMRC.
- Pledges, statements and QR/text-to-give are linked here.
Groups
Open βHome groups and ministries β who leads and when they meet. Open a group to manage its members; see per-group reports.
Households
Open βGroup people into families/homes. Deleting a household unlinks members but keeps the people.
Import data
Open βBring existing records in from a spreadsheet (contacts, giving, events). Each importer reads a CSV with a header row.
Member directory
Open βAn opt-in photo directory. Members switch on their own listing and choose what to share β nobody appears without consent.
- Turn the directory on/off for the church.
- Members opt in and upload a photo from their portal.
- Print a confidential directory of those listed.
Messages
Open βEmail and SMS to your congregation.
- Pick an audience; email sends for real.
- Leave the schedule blank to save a draft, or set a date (and repeat) to send automatically.
- Save reusable layouts under Templates.
Pastoral care
Open βConfidential notes on visits, bereavements and follow-ups. Restrict who can see this area via roles/permissions.
- Log a note with a category and status.
- Care plans handle recurring visits.
Pastoral care plans
Open βRecurring visits and follow-ups that roll their next-due date forward when you mark them done. A weekly email reminds the office what's due.
Payment providers
Open βConnect your own Stripe (and others) so online giving and invoice payments go straight to the church.
Permission groups
Open βCustom access groups that override a person's role β tick exactly which areas they can use. The matrix shows what each built-in role can access.
Prayer requests
Open βRequests submitted from your public prayer page. Mark them Open / Answered / Closed; 'Prayer chain' items were shared with consent.
Quotes & invoices
Open βEvery quote and invoice across your lettings, with what's owed and overdue.
- Filter by type or hirer; print a hirer statement.
- Outstanding and overdue totals at the top.
- Create quotes/invoices from a booking, then send or take card payment.
Regular bookings
Open βBookings that repeat (e.g. a weekly toddler group). Set one up by choosing a repeat on a New booking; manage them here.
- Pause an agreement to stop generating new dates.
- Generate upcoming fills the diary now (a nightly job also does this).
- An end date makes term-time or short-run hires stop on their own.
Reports & trends
Open βTwelve-month trends across the church, with a printable report and the Statistics for Mission helper.
Resource library
Open βReusable liturgies, prayers, talk outlines and readings to draw on when planning services.
Rotas
Open βPlan who's serving and spot gaps.
- Create a rota, then add roles and assign people.
- Gaps are flagged; members can self-sign-up from their portal.
- Print four weeks for the noticeboard.
Safeguarding & DBS
Open βDBS records, training and casework.
- Track DBS status and renewal dates; expiring/expired are flagged.
- Cases, Training and the incident log are linked from here.
- What's due shows everything needing action.
Safeguarding incident log
Open βConfidential record of concerns, disclosures and accidents.
- Each gets a reference and a status workflow.
- Record facts only; sign off to close.
- Serious concerns must be referred to your DSA/authorities.
Search
Open βFind a contact, event, booking, group or external contact anywhere in Vestry.
Sermons
Open βA record of talks with passage, speaker, date and media link.
Service planner
Open βBuild an order of service β songs, readings, talks and who's doing what.
- Open a plan to add items in order.
- Print the order of service, or use Projection for a full-screen slide view.
Settings
Open βChurch details, public content and integrations, organised into tabs.
- Public content & branding appear on your public pages.
- Add your own email (SMTP), SMS, spam protection and invoicing details.
- Switch on the public room-booking page.
Setup guide
Open βA step-by-step checklist for getting your church set up, in the best order, with live progress.
Sign-ups & forms
Open βPublic forms (newsletter, events, prayer, enquiries). Each gets a shareable link; responses land in Contacts with the right consent.
Songs & CCLI
Open βYour song library with CCLI usage logging.
- Log each use to build your CCLI return.
- Open the CCLI usage report for the totals.
Team
Open βAdd staff and volunteers and set their role. They sign in with a 6-digit email code β no passwords.
- Roles set what each person can access.
- For finer control, assign a custom permission group.
- Add multiple login emails to one person.
Visitor follow-up
Open βWelcome newcomers through to belonging.
- New sign-ups appear here automatically.
- Move people along the stages, then mark them as members.
We missed you
Open βMembers with no recent giving or rota activity, so you can reach out.
- Set the lapsed threshold (days).
- Send a gentle nudge email; the date is recorded.
- A weekly email also flags these to the office.