Basic Setup¶

Location

Enter a room number or other location name, but keep it short. The Location displays on several Excel exports, on the Enrollment Control Report, on roll sheets and other places. When the Involvement is used for the online registration type User Selects Involvement, the location will display beside the Involvement name in the dropdown menu. If you are using this as a Master Involvement, you will leave the Location blank.

See also

Enrollment Control Report

User Selects and Compute Involvement by Birthdate Registrations

Pending Location

This is also a room number, but is used only during Promotion and only if you are using the Annual Promotion Process. Leave this blank when using Manage Involvement Members for Promotion. Leave this field blank for all other uses of this Involvement, including Online Registrations.

See also

Annual Promotion

Promotion Using Manage Involvement Members

Description

This is included in the Involvement Export accessed from Involvement > Search / Manage page and can also be used as a reference. It is also used with the online Small Group Finder. If you are using the Involvement for normal online registration, the Description does not appear anywhere on the registration itself.

See also

Export Involvements to Excel

Small Group Finder Overview

Entry Point

Select the appropriate ministry associated with this Involvement, in order to capture the Entry Point for anyone whose first visit to your church is as a guest to this Involvement or anyone who enrolls in this Involvement online or is added manually.

See also

Entry Point, Origin and Interest Point

Grade

This is used to set a Grade (to display on the Personal tab of a people record) for those enrolled in a Main Fellowship type of class. Choose the correct Grade from the dropdown. Note: this Grade will not replace an existing Grade on the person’s record. This setting does not apply to online registrations. For online registrations, there is a place to set grade options on the Settings > Questions tab. Grade may also be used when offering classes for Check-In.

See also

People Page

Main Fellowship Involvements

Questions Settings Tab

Using Check-In

Gender

Select a gender when you are using the online registration type Compute Involvement by Birthday. This allows you to enroll registrants automatically in the appropriate Involvement based on both the person’s age and gender. If the Involvements are coed, just leave the Gender as Unknown.

See also

User Selects and Compute Involvement by Birthdate Registrations

Phone Number

Enter a phone number someone would use to contact a staff member about this Involvement. This is the phone number that will display in a system-generated email for anyone who registers online and has a different email address on his record or who does not have an email address on his record.

See also

Email/SMS Replacement Codes

Use

Choose either Grade or Date of Birth in the Use field. This will determine which classes are offered to Guests in Check-In based on DOB or Grade of the Guest. This can also be updated on the Involvement Search screen.

See also

Involvements > Search / Manage Page

Join Type for Recommended

Choose either Guest or Member in the Join Type for Recommended field. This will determine whether people are added to Recommended Involvements as Guests or Members.

Mission Trip Settings¶

Mission Trip

Check this box if you are using the online features for mission trips.

See also

Mission Trip Registration Overview

Enable Funding Pages

Check this box if you want to make funding pages available.

See also

Mission Trip Goer Funding Page

Enable Public Funding Pages

This setting makes the funding pages available to anyone who has been given the link.

Show Public Funding Amounts

Check this box if you want the amounts supporters have given to be displayed on the public view of Goer Funding Pages.

Advanced Setup¶

Limit Involvement to Role

This is visible only to an Admin user. You can use this function to make an Involvement private. You would use either an existing user role or have the System Admin create a new user role and select that role from the drop down. Anyone who should be able to view the Involvement would need to be assigned that role.

See also

Security Role for a Private Organization

No Credit Cards

If this Involvement is being used for an online registration that requires a fee, you can check this box if you do not want to allow the registrant to use a credit card for their payment. This will force them to use electronic fund transfer from their bank or use a coupon.

See also

Fee Settings Tab

Recreation Team

This setting allows you to upload scores for team members and have TouchPoint create balanced teams for you.

See also

Recreation Teams

Added information regarding Recommended Involvements.