Admin Settings

The Settings and Automations Screen is where you will find general various features, settings, and customization options that apply to the software. These options and settings are only available to ChurchTrac Users that are Administrators.

Your Church Info
Account & Payment Info
Screen Options
Add Name Settings
Report Settings
Bulk Email Settings
Voice and SMS Settings
Background Check Setup
Regional Settings
Dashboard Setup
Deleted Records

Your Church Info

If you have not already done so, update your church info with your church's phone number and address.

The information listed in this section will be visible on your church's Church Connect Page, as well as multiple church financial reports.

Looking for your church logo? You can upload your church logo in Church Connect to appear in the Navbar of your site. The logo that appears on your Contribution Statements will be available in Report Settings closer to statement season. Learn more ›

Account & Payment Info

If you are currently in your trial and ready to purchase, proceed in selecting your ChurchTrac plan and entering in your payment information. This section is where you can also update your payment information on an existing plan.

ChurchTrac provides a free 30-day trial. Please take full advantage of that trail period prior to paying so you can determine if the software is a good fit for your ministry.

If you are approaching the end of your payment cycle, or if your Free Trial is about to end, you will see the below alert appear in the bottom-right corner of your screen:

Selecting this alert takes you directly to a page where you will select a payment plan and enter your payment information.

If you are needing to cancel your account, select the "Permenantly Close This Account" button to cancel your ChurchTrac Account.

Only the Administrator of your ChurchTrac account has access to this menu. If you do not see the Admin Settings tab on your screen, you need to contact your account's administrator.

Screen Options

Many of the "Screens" in ChurchTrac offer various options of customization and the ability to toggle certain features on or off. These options affect ALL user accounts.

Add Name Settings

You can choose which fields to be displayed when adding a name. These options are available when selecting the ellipses button (the button with 3 dots). When adding names, you can toggle between adding an individual/family or organization as well.

When adding names into ChurchTrac, you have the option of having ChurchTrac auto-generate a family name or you can input a family name manually.

Once a person is added, you cannot switch them to an organization (or vice versa).

Report Settings

Use these settings for adjusting the paper size and font of all reports in ChurchTrac. Included in this section are additional settings/options for the Contribution Statement (AKA Giving Statement).

Bulk Email Settings

ChurchTrac provides you multiple sending options for sending mass emails to your church. Learn more ›

Voice & SMS Settings

You can send mass SMS messages and voice messages directly from ChurchTrac to your congregation. If you are using the Twilio integration with ChurchTrac, you will enter in your Twilio credentials and manage various Twilio settings here. Learn more ›

Background Check Setup

You can order church background checks and training using our 3rd party integration with MinistrySafe. Learn more ›

Regional Settings

When you initially create your ChurchTrac account, the software will attempt to use the correct time and date format for your location/region. Verify that your regional settings match your location/region.

Ministries located in Canada must display their Canadian Charitable ID. ChurchTrac can be configured to display your Charity Number and upload a signature to be printed on each statement.

Dashboard Setup

The Dashboard on your Home Screen can be configured to display various information and key church metrics. Some of these include Total Number of People, Giving Totals, Attendance from a previous week, and even specific Group or User-Defined Field datapoint.

Deleted Records

Need to restore a record you deleted? ChurchTrac gives you the ability to restore deleted records such as people, giving transactions, Connect Cards, and other various records stored within the software.

Reach out to our support team If you are needing to restore deleted records that were deleted over 30 days ago.