Welcome to the People Quick Start Guide! We'll take you through some easy steps to get you started and using Amplify People. There will be more you can set up and learn later, but for now, let's get started!
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Step 1
Once you're in the People module, click the Gear Icon and select Settings. Then work your way through each of the tabs listed below.
Note: We will only be going through some of the tabs in the Quick Start Guide right now. Please review the other tabs once you have finished the initial setup.
General - Choose if you want your Amplify organization logo to appear on reports, then enter your Church Information, Default Time Zone, and Campuses (if applicable.) When you're finished, click Save. (Find more information on General Settings HERE.)
Profile - Configurable Fields, found under the Date and Text Field labels, can be customized to include information important to your ministry processes (e.g., Confirmation Date or Member Status) but may not be native to Amplify People like Baptism and Birthdate. When you're finished, click Save. (Find more information on Configurable Fields HERE.)
Giving - Add Giving Categories (e.g., General Fund, Tithes, Missions, etc.) by accessing the Giving Options and Categories link. When you're finished, click Save.
Services - Under SMS & Voice Messaging, enter your information, then click Sign Up. (Find more information on SMS & Voice Messaging signup HERE.)
Video Overview:
This video overview may include some out-of-date images. We appreciate your patience as we work to get these videos updated.
Updated