Before introducing ChurchTrakr to your church, review the areas below with a small group of staff members or trusted volunteers.
Launch checklist
- Confirm that your church profile and contact information are accurate.
- Review imported people and family records for duplicates or missing information.
- Confirm that each staff member has the access needed for their responsibilities.
- Review your Church Portal branding and public information.
- Test forms, registrations, events, groups, classes, and services that you plan to publish.
- Send test email and text messages before communicating with a large group.
- Confirm that staff members know where to find the Help Center and support options.
- Enable online givng.
- If you want to send text messages from ChurchTrakr, you’ll need to turn it on and agree to the monthly charge.
Test as a member or guest
Do not review only from the administrator’s perspective. Open the Church Portal the way a member or guest would and complete the most important tasks from beginning to end.
Launch in stages
Consider starting with staff and a small test group before inviting the entire church. Their feedback can help you correct unclear instructions, missing information, or access settings before the wider launch.