Staff Demo Walkthrough

People management, family records, services, and content creation
Demo Staff Account • STAFF Role
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Login Credentials

Email: demo-staff@church.dev
Password: DemoStaff2026!
Log In as Staff →
This account represents a church staff member — broad read access with the ability to edit people, manage groups, and create events, forms, and service plans.
Start with the Member walkthrough first. The Member Demo covers the dashboard, events calendar, giving, small groups, and mobile app. This guide focuses only on features unique to staff — no repeated content.

What Staff Can Do (Beyond Member)

What Staff Cannot Do

1

Search & Edit People

~4 min
Navigate: Click People in the sidebar.
Sidebar → People
Search: Try searching by name (e.g., "Smith"), by phone number (enter digits), or by email. The search automatically detects the query type.
View a profile: Click any person to see their full profile: contact information, family connections, group memberships, and check-in history.
Edit a person: Click the Edit button on a person's profile. You can update names, contact info, and other fields.
What you're seeing: The people directory is the core of the platform. Every module connects back to people records — check-ins, donations, group memberships, and communication history. Search auto-detects phone numbers vs. names vs. emails.
2

View & Edit Family Records

~3 min
Navigate: From any person's profile, click their family link to view the family record.
Family view: See all family members, their relationships (head, spouse, child), and the family photo.
Edit family: You can edit family members' details and relationships. The family structure supports multi-generational households.
What you're seeing: Families are the organizational unit for check-in, communication, and directory features. Children's check-in uses family relationships to generate security codes and parent notifications.
3

Manage Church Groups

~3 min
Navigate: Click Church Groups in the sidebar.
Sidebar → Church Groups
Browse hierarchy: Church Groups are the organizational backbone — ministries, departments, and teams arranged in a parent/child hierarchy.
Manage members: Click into any group to see its members and attendance records. Try adding a member from the people directory.
Church Groups vs. Small Groups: Church Groups are organizational (ministry teams, committees). Small Groups are relational (home groups, Bible studies) with self-service join requests — those are covered in the Member walkthrough.
4

Services & Song Library

~3 min
Navigate: Click Services in the sidebar.
Sidebar → Services
Browse service plans: Select a service type and view upcoming and past plans. Click into a plan to see the full order of service — songs, readings, announcements, and notes.
Song library: Click Songs in the sidebar to browse the song database. Songs can have multiple arrangements with different keys.
Sidebar → Songs
What you're seeing: The services module is designed for worship planning — similar to Planning Center Services. Teams, positions, and volunteer scheduling are all integrated.
5

Create Something

~5 min each
As a Staff user, you can create events, forms, and service plans. Pick one (or all three) to try:
Create an Event
Navigate to Events in the sidebar, click + Add Event, fill in title, date/time, location, and group. The full walkthrough covers recurring events and room reservations too.
Full Guide: Creating Events →
Create a Form
Navigate to Forms in the sidebar, click + Create Form, add a title and description, then add custom fields (text, dropdown, date, checkbox, etc.).
Full Guide: Building Forms →
Create a Service Plan
Navigate to Services in the sidebar, select a service type, click + New Plan, set the date, then add items to the order of service (songs, headers, notes).
Full Guide: Service Plans →
Remember: Demo accounts cannot delete records, so feel free to create — it won’t break anything!

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