Help centre

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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

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Record weekly counts (adults, children, online). The chart shows your recent trend; figures feed the Statistics for Mission helper.

Availability

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What the team have told you about when they're free or away, from their portals.

  • Volunteers add dates under “My availability” in their portal.
  • The away and free-to-help lists show here, soonest first.
  • The same notes appear next to each name when you assign a patrol team.

Billing & plan

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Your plan and which modules are active. The free core is always included; contact support to add modules or arrange a licence.

Birthdays & anniversaries

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Browse who has a birthday or anniversary each month. Add dates on each contact's record.

Bookings

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Book a room once or on a repeat — 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

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Room-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

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Log issues against a building with priority, owner and due date. Overdue tasks are flagged.

Calendar

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Your 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 — set a type, optional capacity and open it for public registration.
  • Colours: services, events and private bookings.

Children's check-in

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Secure 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

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Everyone connected to your church — 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

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Your overview: key numbers, what needs attention, the week ahead and this month's birthdays. Click any tile to jump in.

Data & privacy

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Your GDPR toolkit: manage consent, export a person's data (subject access request), and erase records on request.

DBS & Training

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DBS checks and safeguarding training.

  • The Overview roster shows who is cleared to serve, by role.
  • Set what each role needs on the Requirements tab.
  • Training records and certificate uploads live here too.

Documents

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Policies, PCC minutes and risk assessments. Upload a file or link to one; mark each Public or Restricted.

Event registration

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Events open for public sign-up. Tick 'open for registration' on a calendar event to list it here and collect RSVPs.

External contacts

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Suppliers and non-member hirers — 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

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Income, 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

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Record 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

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Home groups and ministries — who leads and when they meet. Open a group to manage its members; see per-group reports.

Households

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Group people into families/homes. Deleting a household unlinks members but keeps the people.

Import data

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Bring existing records in from a spreadsheet (contacts, giving, events). Each importer reads a CSV with a header row.

Member directory

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An opt-in photo directory. Members switch on their own listing and choose what to share — 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

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Email 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.

Partner contacts

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The agencies you work alongside — police, venues, mental-health and homelessness services — in one address book.

  • Add each partner with a category, phone and notes (when to call, opening hours).
  • Tick “Show in portal” to list it under Useful contacts in the volunteer portal.
  • Volunteers get tap-to-call numbers on patrol nights.

Pastoral care

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Confidential 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

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Recurring 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.

Patrols

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Plan night patrols, build the team and track who's on.

  • Plan a patrol with an area and time window.
  • Add roles (Team Leader, Street Pastor, Prayer Pastor, Base) and assign volunteers.
  • Set the status to Confirmed once the patrol is covered.

Payment providers

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Connect your own Stripe (and others) so online giving and invoice payments go straight to the church.

Permission groups

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Custom access groups that override a person's role — tick exactly which areas they can use. The matrix shows what each built-in role can access.

Prayer requests

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Requests submitted from your public prayer page. Mark them Open / Answered / Closed; 'Prayer chain' items were shared with consent.

Quotes & invoices

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Every 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

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Bookings 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

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Twelve-month trends across the church, with a printable report and the Statistics for Mission helper.

Resource library

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Reusable liturgies, prayers, talk outlines and readings to draw on when planning services.

Plan 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

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Confidential casework and the incident log.

  • Log concerns, disclosures and allegations as cases.
  • Keep a factual incident log with sign-off.
  • Access is limited to your safeguarding team.

Safeguarding incident log

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Confidential 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

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Find a contact, event, booking, group or external contact anywhere in Vestry.

Sermons

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A record of talks with passage, speaker, date and media link.

Service planner

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Build an order of service — 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

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Church 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

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A step-by-step checklist for getting your church set up, in the best order, with live progress.

Sheet contents

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Change what appears on the handover and donkey forms without asking anyone.

  • One item per line — add, rename or remove freely.
  • Handover: given out, collected, and incident types.
  • Donkey: the driver's quick check and the co-ordinator's full inspection.

Sign-ups & forms

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Build public forms with your own questions — sign-ups, registrations, applications, surveys. Each gets a shareable link.

  • Question types include choices, dates, yes/no and file uploads.
  • Add a rule so a question (or whole section) only shows for a given answer.
  • Map questions to contact fields and consents so responses land in Contacts.
  • Open/close dates, a response limit, and email notifications live under Settings.

Songs & CCLI

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Your song library with CCLI usage logging.

  • Log each use to build your CCLI return.
  • Open the CCLI usage report for the totals.

Add staff and volunteers and set their role. They sign in with a 6-digit email code — no passwords.

  • Roles set what each person can access.
  • For finer control, assign a custom permission group.
  • Add multiple login emails to one person.

The Donkey

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The vehicle's renewals, flagged issues and inspections in one place.

  • Drivers do the quick pre-patrol check on the night from their portal.
  • The co-ordinator records the deeper full inspection here (oil, tyres, fluids, kit).
  • Anything flagged “Needs attention” on a nightly check becomes an outstanding item to sort.

Training & jobs

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Training dates and optional jobs volunteers can sign up for from their portal.

  • Add a date with a kind (training or job), time and place.
  • Volunteers sign up from the Training tab in their portal.
  • Confirm who attended afterwards so it counts on their record.

Uniform & kit

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Who holds what uniform — kit lives at volunteers' homes.

  • Add items (with sizes and numbers) and issue them to volunteers.
  • Volunteers flag damaged or lost kit from their portal; flags show at the top.
  • When someone leaves, their items show what to collect — mark each Returned to stock.
  • Shared night kit (bags, defib) is ticked on the handover, not tracked here.

Venues

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The pubs, clubs and spots your teams look in on, with when each was last visited.

  • Add a venue and it appears as a tick list on every handover.
  • Team leaders tick off the venues they visited that night.
  • Anything not visited for 3 weeks is flagged “Needs a visit”.

Visitor follow-up

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Welcome newcomers through to belonging.

  • New sign-ups appear here automatically.
  • Move people along the stages, then mark them as members.

We missed you

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Members 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.

Welcome email

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Give volunteers their login and tell them how to get in, in one go.

  • Tick volunteers on the Volunteers page and choose Welcome email, or open it here for everyone without an account.
  • Each recipient gets portal access linked to their existing record — no sign-up form, no duplicates.
  • Send yourself a test first; replies come to you.