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 →Record weekly counts (adults, children, online). The chart shows your recent trend; figures feed the Statistics for Mission helper.
Availability
Open →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
Open →Your plan and which modules are active. The free core is always included; contact support to add modules or arrange a licence.
Birthdays & anniversaries
Open →Browse who has a birthday or anniversary each month. Add dates on each contact's record.
Bookings
Open →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
Open →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
Open →Log issues against a building with priority, owner and due date. Overdue tasks are flagged.
Calendar
Open →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
Open →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
Open →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
Open →Your overview: key numbers, what needs attention, the week ahead and this month's birthdays. Click any tile to jump in.
Data & privacy
Open →Your GDPR toolkit: manage consent, export a person's data (subject access request), and erase records on request.
DBS & Training
Open →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
Open →Policies, PCC minutes and risk assessments. Upload a file or link to one; mark each Public or Restricted.
Event registration
Open →Events open for public sign-up. Tick 'open for registration' on a calendar event to list it here and collect RSVPs.
External contacts
Open →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
Open →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
Open →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
Open →Home groups and ministries — who leads and when they meet. Open a group to manage its members; see per-group reports.
Households
Open →Group people into families/homes. Deleting a household unlinks members but keeps the people.
Import data
Open →Bring existing records in from a spreadsheet (contacts, giving, events). Each importer reads a CSV with a header row.
Member directory
Open →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
Open →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
Open →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
Open →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
Open →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
Open →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
Open →Connect your own Stripe (and others) so online giving and invoice payments go straight to the church.
Permission groups
Open →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
Open →Requests submitted from your public prayer page. Mark them Open / Answered / Closed; 'Prayer chain' items were shared with consent.
Quotes & invoices
Open →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
Open →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
Open →Twelve-month trends across the church, with a printable report and the Statistics for Mission helper.
Resource library
Open →Reusable liturgies, prayers, talk outlines and readings to draw on when planning services.
Rotas
Open →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
Open →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
Open →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
Open →Find a contact, event, booking, group or external contact anywhere in Vestry.
Sermons
Open →A record of talks with passage, speaker, date and media link.
Service planner
Open →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
Open →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
Open →A step-by-step checklist for getting your church set up, in the best order, with live progress.
Sheet contents
Open →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
Open →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
Open →Your song library with CCLI usage logging.
- Log each use to build your CCLI return.
- Open the CCLI usage report for the totals.
Team
Open →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
Open →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
Open →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
Open →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
Open →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
Open →Welcome newcomers through to belonging.
- New sign-ups appear here automatically.
- Move people along the stages, then mark them as members.
We missed you
Open →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
Open →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.