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What’s New - Store & Retrieve Data Anywhere · What’s New iOS Check-in/My Check-in ... Improve your data integrity and create a consistent approach to data entry by learning how

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Page 1: What’s New - Store & Retrieve Data Anywhere · What’s New iOS Check-in/My Check-in ... Improve your data integrity and create a consistent approach to data entry by learning how
Page 2: What’s New - Store & Retrieve Data Anywhere · What’s New iOS Check-in/My Check-in ... Improve your data integrity and create a consistent approach to data entry by learning how

What’s New iOS Check-in/My Check-inThe FellowshipOne iOS Check-in and My Check-in are the latest additions to Check-in portfolio, building on our reputation as the leader in Church ChMS Check-in solutions. In this session, we will demonstrate the features and functionality of these applications, showing you how to utilize this technology to enhance your Check-in experience.

Teacher/CoordinatorFellowshipOne Teacher and FellowshipOne Coordinator are web-based applications designed to make managing classrooms easy and safe. In this session, we will demonstrate the features and functionality of the FellowshipOne Teacher and FellowshipOne Coordinator web-apps, showing you how to incorporate them into your current check-in experience. Intro to FellowshipOne FinancialsFellowshipOne now offers a full General Ledger accounting system that includes general ledger, payroll, accounts receivable, accounts payable, and more. It Fulfills your accounting requirements for governing boards, financial committees, internal staff, and outside agencies. Your auditors will find it easy to complete their tasks because it is FASB 117 and GAAP compliant. Let’s get an overview of what FellowshipOne Financials can do for you.

FellowshipOne Basics People: Improve your data integrity and create a consistent approach to data entry by learning how to properly enter individuals and households into FellowshipOne. We will also review how to trigger follow-up using the contact management feature, reporting and group email features. Activities: If you want to know the health of your church, it is important to see who is involved. Capturing attendance is a great way to identify who is involved and who might be slipping out the back door. During this session, we will review how to use the activity management feature to track this Involvement. Groups: You can use FellowshipOne Groups to create a basic people list for communication and for more advanced small group management. Learn how to create a group structure that will allow your church members to find a group, empower your small group leaders to manage prospects, view group details and record involvement. Giving: Learn about the different ways to manage Giving in FellowshipOne. Managing Giving and Ministry in the same database allows for a complete view of the health of your church. We will review how to record contributions, view giving history and discuss reporting options.

Page 3: What’s New - Store & Retrieve Data Anywhere · What’s New iOS Check-in/My Check-in ... Improve your data integrity and create a consistent approach to data entry by learning how

FellowshipOne Best Practices Champion Team:Are you struggling with FellowshipOne? Is staff turnover or lack of buy-in making it difficult to use FellowshipOne? Our 10+ years of experience shows that a well-functioning Champion Team is a major factor in your success with FellowshipOne. We will discuss Champion Team best practices and give you the tools to make your return from this conference triumphant! Assimilation:If you want to setup a successful and easy-to-manage assimilation process, this session is for you. We will guide you through tracking assimilation AND de-assimilation. By tracking both, you can begin to understand the effectiveness of your ministry. DNA of a Volunteer Driven Church:Do you have “more volunteers than you know what to do with”? In this session, we will walk you through what a volunteer driven church looks like. We will give you actionable tasks and a process that will assist in transforming your church into a volunteer driven church. Data Management:Good data is vital to lead your church effectively. This session will help guide you towards maintaining a clean database. We will discuss status maintenance, duplicate records, system status, missing data and more.

Insights & ReportingCore ReportingYou use FellowshipOne to collect data. What good is the data if you can’t report on it? Let’s review the FellowshipOne Core Reports, their structure, and how to pull the data that your pastor is asking for. Additional content currently in development. Updated sessions, titles, and descriptions will be added as they become available.

Page 4: What’s New - Store & Retrieve Data Anywhere · What’s New iOS Check-in/My Check-in ... Improve your data integrity and create a consistent approach to data entry by learning how

FellowshipOne GOPeople OverviewFellowshipOne GO provides a complete view of the families and individuals who visit or attend the church. You can quickly and easily get an understanding of their involvement in the church and the church’s latest interactions with them.

Groups OverviewGroups can be used to organize people for services, classes, ministry teams, small groups, and more. Learn how to create and manage groups from a leader, a member, and a congregant’s perspective using your FellowshipOne GO product.

Interactions and Workflow OverviewFellowshipOne GO allows you to define your own types of interactions (phone calls, emails, letters, etc.) and assign interactions to volunteers or staff to complete. Interactions allow you to easily trigger and manage follow-up. In addition, workflows are a tool that empower you to flexibly create and automate your ministry processes while tracking them easily through different stages.

Giving OverviewFellowshipOne GO Giving allows you to easily track and view Giving from all of your contributors. We’ll overview different methods of Giving entry, analyzing trends, reporting, statements, and enabling your people to view their giving history online.