Parishioner profiles are the foundation of your parish’s data in ParishStaq. Profiles contain the information staff use to understand who belongs to the parish community, communicate with parishioners, connect individuals to households, and engage with them.

Maintaining accurate profiles helps ensure that parish staff are working with reliable information and that parishioners receive communications and services intended for them. Regular profile maintenance also helps prevent duplicate records, incomplete information, and incorrect household or campus statuses.

What you’ll find in this section:

• Learning about People in ChMS — The People feature in Pushpay ChMS is designed to help admins easily search for and manage the profiles of individuals in your organization.
• How to Create and Save a People Search —This article will walk you through the various ways you can filter people profiles, add columns to your results, as well as how to save your newly created searches.
• How to Search for People by Demographics — This article explains how to search for people in Pushpay ChMS by demographics such as age, home address, and more.
• How to Approve or Deny Pending Profiles — This article is for ChMS admins who want to find and manage pending profiles in their system.
• How to Merge Duplicates in Pushpay ChMS — This article discusses when and how to merge duplicate profiles in Pushpay ChMS, as well as special considerations and circumstances surrounding profile merging.
• Learning about Families in ChMS — This article explains families and their structure in Pushpay ChMS.
• How to Assign or Remove Admin Permissions in Pushpay ChMS — This article explains how to assign or remove admin permissions in Pushpay ChMS.

FAQs

• FAQ - The People Search in ChMS
• FAQ - ChMS People Profiles
• FAQ - Administrative (Admin) Permissions in ChMS

Why it matters:
Accurate profile data supports nearly every area of ParishStaq. Keeping records complete and up to date reduces confusion for staff, improves parish communication, and creates a more reliable foundation for parish ministry/parishioner engagement and administration.

Forms provide parish staff with a way to collect information from parishioners and connect that information to your parish’s data in ParishStaq. Forms can be used for a variety of parish needs, including new parishioner registration, event registration, ministry sign-ups, surveys, and collecting payments.

*ChMS Admins will need Forms permissions to create and edit forms and templates.

What you’ll find in this section:

• Learning about Forms in ChMS — This article provides an overview of the forms feature in Pushpay ChMS, including where to find forms, pages you'll navigate, and different form statuses.
• How to Create a New Form — This article walks ChMS admins through the steps to create a form, and provides information on all available field options and form settings.
• How to Use Form Templates — This article explains how to use existing form templates to simplify the process of creating commonly used forms.
• Learning about Conditional Logic in ChMS Forms — This article is for ChMS admins with forms permissions who want to learn about conditional logic in forms, and how it can help customize form behavior.
• How to Use Discount Codes in ChMS Forms — This article walks admins through the process of using discount codes within forms in Pushpay ChMS.
• How to Accept Payments Using Forms — This article explains how to accept form payments and set up discounts in Pushpay ChMS.
• How to Share a Form — This article explains how those with the necessary permissions can share a form created and published in Pushpay ChMS (either to a select group, or publicly), so that it can be accessed by your community.
• How to View, Match, and Manage Form Responses — This article explains how to view, match (to a profile), edit, and delete form responses in Pushpay ChMS.
• Learn about Form Response Analysis and Reporting — This article is for Pushpay ChMS users with forms permissions who want to learn how to review the graphical summaries of form responses that ChMS provides, as well as how to run other forms-related reports.
• How to Process Form Payments — This article explains how to process form payments in Pushpay ChMS.
• How to Communicate with Form Respondents — This article explains how to reach out to (communicate with) people who have filled out a ChMS form.
• How to Use Form Automation — This article explains how to set up automations for forms in Pushpay ChMS.

FAQs

• FAQ - Forms in ChMS
• FAQ - Form Payments in ChMS

Why it matters:
Forms are one of the primary ways information enters ParishStaq. Well-designed forms help ensure that parishioner information, registrations, payments, and other submissions are collected consistently and accurately. Properly managing forms and their responses helps staff maintain reliable parishioner data and ensures information can flow into the right profiles and processes.

Sacraments provide parish staff with a way to record and maintain parishioners’ sacramental information in ParishStaq. Sacramental records can be used for a variety of parish needs, including recording Baptisms, First Communions, Confirmations, Marriages, and other sacramental milestones.

*ChMS Admins will need Sacrament permissions in order to create, edit, and manage sacramental records in ParishStaq.

What you’ll find in this section:

• Sacrament Tracking in ChMS — The sacrament tracking feature in Pushpay ChMS allows you to record, modify, and view an individual's sacramental history directly from their profile.
• How to Add a Sacrament to a Person’s Profile — This article is for admins with the appropriate permissions who want to learn how to add sacraments to people profiles in Pushpay ChMS.
• How to Use Sacrament Search and Export — This article will walk ParishStaq ChMS admins with the appropriate permissions through how to conduct a search, filter people based on specific sacraments, display sacrament columns, and export results.
• How to Manage Sacraments in ChMS — This article is for ChMS admins with the appropriate people permissions who want to learn how to manage sacraments once they have been added to a ChMS profile.
• How to Add Sacramental Information in Bulk — This article is for Pushpay ChMS admins with the appropriate people permissions who want to learn how to bulk upload sacrament data for their community members.

Why it matters:

Sacramental records help parishes faithfully keep track of the sacraments celebrated within their community. Keeping these records accurate and up to date gives parish staff the information they need to support parishioners throughout their sacramental journey and respond to pastoral and administrative needs.

Events and the ParishStaq calendar provide parish staff with a way to organize, manage, and share the activities happening within the parish community. The calendar can be used for a variety of parish needs, including Masses and liturgies, meetings, ministry activities, classes, parish events, and other scheduled activities.

What you’ll find in this section:

• Learning about Events in Pushpay ChMS — This article will walk you through the Events Feature on Parishstaq.
• Learning about Calendars — This article will walk you through the Calendars Feature on Parishstaq.
• Learning about Pre-Check & Instant Check-In — This article walks ChMS admins through the basics of the pre-check and instant check-in features in ChMS.
• How to Create a Group Event in Pushpay ChMS — This article is for ChMS admins with the appropriate event-related permissions who want to learn how to create an event from groups in Pushpay ChMS.
• How to Connect a ChMS Form to an Event — This article walks through the steps to connect an event to a form in Pushpay ChMS.
• How to Edit And Manage An Event — This article is for ChMS admins with events permissions who want to learn how to edit and manage an existing event.
• Using Forms to Register Guests for an Event — Use this guide to build a form to capture people's information that connects directly to the event they are signing up for.
• How to Connect an Event to Check-In — This article explains how to connect an event to a check-in setup in Pushpay ChMS.

FAQs

• FAQ - Check-In
• FAQ - Calendars in Pushpay ChMS

Why it matters:

The parish calendar helps staff coordinate the many activities that make up parish life and provides parishioners with a central place to find information about Masses, ministries, meetings, classes, and parish events. Keeping calendars and events accurate and up to date helps the parish community stay informed and connected.

Groups provide parish staff with a way to organize parishioners around shared ministries, activities, relationships, and areas of involvement in parish life. Groups can be used for a variety of parish needs, including ministries, small groups, volunteer teams, classes, formation programs, attendance, and parish communications.

What you’ll find in this section:

• Learning about Groups in ChMS — This article explains the Groups feature in Pushpay ChMS. Groups are one of the core components of ChMS. With groups you can create events, send emails, schedule volunteers, and share needs.
• Learning about Group Leadership Roles & Structure — This article discusses the basic structure of group leadership within Pushpay ChMS, and defines the different group leadership roles built into the software.
• Learning about Group Reports in ChMS — This article is for admins with the appropriate permissions who want to learn more about the available group reports.
• Learning about Group Reports in ChMS — This article discusses which admins can see or edit a participant's group involvement from their ChMS profile, and how to do so.
• How to Create and Edit Groups in ChMS  — This article is for admins that want to learn how to create and edit groups in Pushpay ChMS.
• How to Create a Group from Forms  — Automatically add respondents from forms to groups in Pushpay ChMS using form automation.
• How to Add People to Groups in ChMS — This article walks through the available options for adding people to groups, throughout ChMS.

FAQs

• FAQ - Groups

Why it matters:

Groups help parish staff stay connected to the people they serve and understand how parishioners are involved in parish life. Keeping groups organized and up to date makes it easier to communicate with members, support ministry leaders, and help parishioners find opportunities to participate in the life of the parish.

App Studio provides parish staff with a way to manage and customize the parish’s mobile app. Staff can use App Studio to organize content and resources that help parishioners stay connected to parish life, including events, giving, forms, groups, media, and other parish information.

What you’ll find in this section:

• Learning about App Studio — Learn about App Studio and the tools available to manage your parish’s mobile app.
• Learning about Containers in App Studio — This article explains what a container is in App Studio, and when to use it as you design your Pushpay custom app (i.e. My Church app by Pushpay or custom church app).
• Learning about Items in App Studio — This article explains what an Item is within Pushpay Custom apps, and when to use them. Items are used to create and display information in your app. Items are the main tool for creating actions and listing out information.
• Learning about Draggables in App Studio — This article lists descriptions of each available draggable, and notes if they are items, containers, or item/container properties (i.e. draggables that must exist either within an item or a container).
• Learning about the "Publish" Button in App Studio — This article will walk you through the different statuses of the Publish button.
• Learning about Integrations in App Studio — This article covers the integrations available in App Studio.
• Learning about Titlebar Actions — This article discusses the Titlebar Actions container element, the types of actions available, and what they do.

FAQs

• FAQ - App Studio

Why it matters:

The parish app provides another way for the parish to communicate with and serve its community. Keeping app content current helps parishioners find information, participate in parish life, and access parish resources in one place.

Workflows (previously known as Process Queues) provide parish staff with a way to automate routine follow-up and administrative processes in ParishStaq. Workflows can be used for a variety of parish needs, including following up with new parishioners, responding to form submissions, assigning tasks, sending communications, and keeping parishioner information up to date.

What you’ll find in this section:

• Learning about Workflows — Whether it is a series of steps to walk new attendees through a welcome program, or volunteers through a training, this article discusses how workflows (and their associated steps) appear in ChMS, and provides questions to help you get started building them.

FAQs

• FAQ - Workflows

Why it matters:

Workflows help parish staff follow up with parishioners in a timely and consistent way while reducing the need for repetitive manual work. Thoughtfully designed workflows can help ensure that important information and follow-up do not get overlooked.