App Features¶

Feed (Home Screen) Items¶

After logging into the app, the user will be taken to their personalized feed page where they will see a variety of feed items.

Alerts

1. Alerts can be created for different purposes, for example, a cancellation or power outage, and any alert you feel needs to be made during a crucial moment.

2. Alerts will populate boxed in yellow at the top of the feed which will stand out and be visible first.

Messages

1. Messages will populate in the feed with text including a title and description.

2. You have the option to view them individually or view them all on a list view by swiping left and selecting notifications.

Channel Posts

1. See the posts made by leaders of the channels you follow.

2. You can also choose to Like, Comment, Unfollow or Report a post.

Personal Posts

Coming Soon

People to Follow

Coming Soon

Questions

Coming Soon

Banners

Banners are created in your database under Admin > Communication > Mobile App > Banners. You create a new Banner by clicking the green + Banner button. Once they are created, you can Edit or Delete them through the icons on the right.

When creating Banners, there are various options that you can choose to use to make the banners function best for their desired purpose.

• Banner Name - Name the banner

• Title - The the title of the page that the link is directed to

• Banner Image - Add a banner image

• Start Date - Start date to begin showing banner in app

• End Date - End date to stop showing banner in app

• Link - Direct banner to a specific url

• Display Order - Choose the order you want your banners to show in the app

• Status Flags - Restrict banner visibility to a status flag

• Home Church - Restrict banner visiblity to a campus

Widgets

Events

1. Here you can view all the events that are available to sign up for, filter the listing by category and click on a listing to view more details.

Channels

1. See a list of channels you can choose to follow.

2. When you choose to follow the channel, you can view the posts from that channel and depending on the setting you can see the leaders and followers of the channel.

Prayers

1. View the prayers that have been created on your feed.

2. Pray by pressing and holding down the Pray for this button.

Profile¶

After logging in, you are taken to the feed page where you can access your profile page through the icon in the upper left corner.

Profile

1. This is where a user can view and update their photo, personal information and contact information, including address. They can also view their family members and related families.

2. This view is the same view used in the directories, however what a person is able to see about other people will be limited by the directory settings and/or a person’s privacy settings.

Involvements

1. This is where a user will see all the active involvements in which they are currently enrolled. Any involvement types marked as not visible or if the involvement does not have an involvment type assigned to it, they will not show on this page. For more information on how to select which involvement types will Show In Mobile, please view our documentation page

2. The involvement photo (if present), name and list of leaders will be shown here.

3. Additional actions (coming in a later version) will be available here to do things like take attendance, view the classroom dashboard and more.

Posts

Coming Soon

Prayers

1. View the prayers you have made from the Prayers tab.

2. Choose to mark them as Answered or Archive

Channels

1. View all the Channels you follow.

2. You can choose to unfollow a channel at any time.

3. If you click on a channel, you’ll be able to see the posts from the channel, depending on the settings the leaders and followers of the channel have chosen.

4. If you are a leader of the channel, you’ll have an option to create a post on behalf of the channel on this page.

People

Coming Soon

Badges

1. View the Badges and engagement score tied to an individual under the Badges tab. For more information on how to create Badges, please view our documentation page

Menu Options

1. Save Contact - Downloads the person’s contact information to your device and saves it to your contacts.

2. Add Task - Creates a task about the person.

3. Add Note - Creates a note about the person.

Edit Profile

1. Edit Profile Photo - Add or edit the profile photo.

2. Edit Personal - Add or edit personal information on your user record.

3. Edit Contact - Add or edit contact information on your user record.

4. Edit Address - Add or edit your primary address.

Chat¶

Coming Soon

Features¶

Attendance

Enable Attendance

Turning on the Attendance option is done under Admin > Communication > Mobile App > Settings > Features > Involvements > Enable Attendance for Leaders

We are currently working on some additional options that you will see under that setting and we will update this information when these have been finalized and released.

Additional Setup Steps for involvement leaders to take attendance:

1. The Leader must have the Member Type/Attendance Type of Leader. This is found under Admin > Advanced > Lookup Codes > Involvements > Member Types

2. The Involvement Type must be first marked as Show in the app then to have the ability to take attendance the Attendance box must also be marked. This is found under Admin > Advanced > Lookup Codes > Involvements > Involvement Type

Taking Attendance

1. Leaders take attendance under their involvements by tapping the Attendance button.

2. After pressing the attendance button, the available meeting dates will populate at the bottom where you can press the meeting date and take attendance for that meeting.

On the meeting page you have a variety of options:

• Tapping the empty circle to the right of the individual will add a green check mark which marks them as attending.

• Out to the right of the meeting, pressing the ellipsis will give you the opton to Edit Head Count and update Meeting Status.

• You have the ability to search the list on individuals in the meeting by using the search bar. Pressing the + out to the right of the search bar will open a new menu.

• After pressing the + you are taken to the new page with the following options:

1. Search the list of names.

2. Press the + to add the individual as a guest to the meeting.

3. Press the Add New Person button to add any individuals that do not have a record and will be added as a guest.

Tasks & Notes

Creating Tasks and Notes

Staff have the abililty to create Tasks and Notes easily through the app. This is done by using the Directory Search and then accessing the individual’s profile page. From the profile page in the upper right corner you click the horizontal dots icon to create a Task or Note about the individual.

After selecting Add Task or Add Note the options screen will show at the bottom where you can create the Task or Note. The options will be identical to what is available on the web.

• Task Details

• Keywords

• Assignee

• Due Date

• Limit Access Role

Note

When entering a Task or Note, you can use the Dictation feature on your device to add the text to the Task and Notes Details section.

Viewing Tasks and Notes

Staff have the ability to view individual’s completed Tasks and Notes through their profile. This is done by using the Directory Search and then accessing the individual’s profile page. Next, select the Touchpoints tab to see their Tasks and Notes. Pressing the creator’s name on the Task or Note will take you to their profile page.

Managing Open Tasks

Staff have the ability to manage their open Tasks from their profile. This is done by swiping left in the app where the My Tasks option is found in the Menu options.

This will take the user to their open tasks page where they are organized by status and can decide which steps to take. There are actions depending on the status of the tasks which are selected by tapping the 3 horizontal dots out to the right of the task.

All - All open tasks you can choose to Accept, Complete, or Decline

Accepted - Accepted tasks which have green highlight for user to Complete or Decline

Pending - Pending tasks which have a orange highlight for user to Accept or Decline

Declined - Declined tasks which had red highlight for user to Complete or Accept

Prayer

Directs users to a feed of prayer requests where they can view prayers that have been submitted and encourage fellow congregants by marking requests as having been prayed for.

Events

View and register for the current Event Registrations that are available

Giving

Directs users to their personal giving page where they can see how their gifts make an impact, access their giving history & statements or make a gift.

Media

Directs the user to the media page where they can see all public content as well as specific resources that might be available to them based on their involvement or interests.

Directories

View your directories where you are a member and search for any individuals that are in those specific directories or in all of your directories.

Deeplinking

Deeplink to download app using church’s main URL

• https://my.customdomain.org/app

• https://{churchname}.tpsdb.com/app

Pre Check-In

To enable Pre Check-in, the AppAdmin must turn on this setting which is found under Admin > Communication > Mobile App > Settings > Features > Involvements > Enable Pre Check-In. Once enabled, users will see this option in the main menu under Connect > Pre Check-In where this will pull up their family where they can select the current meeting times that are available. Once they select there meetings and press Save, this will pull up a QR code which they can scan when they arrive at the church check-in kiosk to take the attendance for the individual/family.

Menu¶

The menu can be accessed by swiping left or on the feed page on the hamburger icon in the upper right corner. Most of the options listed above are available in the menu.

Here are some additional options available.

• Settings

  • Manage your Push Notification Preferences

  • Reset PIN - Reset the PIN used to login to the app

  • Privacy Settings - Manage your Privacy Settings used for directories

  • Language - Set you language as English, Portuguese, or Spanish

  • Request Account Deletion - Notify the church that you’d like your record removed.

  • Privacy Policy - View the privacy policy

  • Use Google Maps - Toggle to Use Google Maps instead of Apple Maps

  • Notifications - View all messages and notifications sent to the mobile app

  • Sign Out - Use to completely logout of the app

• Request Account Deletion

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