General Settings Tab¶
The following settings are located under the Settings > General tab for every Involvement.
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.
- 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.
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.
- 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.
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.
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.
- 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.
Date of Birthin 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.
- Join Type for Recommended
Memberin 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.
- Enable Funding Pages
Check this box if you want to make funding pages available.
- 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.
- 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.
- 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.
- Recreation Team
This setting allows you to upload scores for team members and have TouchPoint create balanced teams for you.
Added information regarding Recommended Involvements.