A good foundation makes everything easier.
In order to get the most out of Tithe.ly ChMS, you should consider how the following features are set up:
Each church cares differently for different people. For example, newcomers to the church will be ministered to differently to how a regular church-goer will.
Setting up People Categories is vital for managing Pastoral Care well.
Check out this link for a more detailed look at setting up People Categories.
Custom Fields vary between People Categories, and become more important as the people in the categories become more connected to the church.
For the purposes of Pastoral Care, it may be a good idea to set up Custom Fields for Baptism Date, Last Pastoral Visit, and Spiritual Gifting. That said, there are no limits on what you can do with Custom Fields: you can even record what everyone’s favorite football team is!
Learn how to set up custom fields at this page.
Skip forward to collecting information to fill custom fields at this link.
Groups are often where the rubber meets the road for Pastoral Care because of the extra level of intimacy found in smaller gatherings.
For the purpose of keeping information up to date, make sure you’ve set up group categories and the reminders to group leaders to submit the fields for reporting.
For a more in-depth look at setting up groups, go to this page.