When getting started, some may find it helpful to have a checklist to reference in getting set up. While there's no strict order, below is our recommended checklist for getting up and running.
- Add or Import your Data
The first step to getting started is to add your data in, specifically people information (and many churches import contribution information as well). We do offer a free import service to import your data from an alternate source (like an Excel file or an alternate church management system). If you'd like to take advantage of this, just email us at firstname.lastname@example.org.
Alternatively you can import your data yourself or manually add it in through Breeze.
- Give Your Team Access
Give your team access by creating user accounts for each user who should have access to Breeze. You can also set their permissions so that they only have access to what you'd like them to see. A video overview of users and roles is also available.
You can also let your team know that they can download the Breeze App on their iOS (iPhone/iPad) or Android device.
- Set Up Tags and Events
While there's a number of areas you could dig into at this point, tags and events are features many churches find very helpful and may be worth setting up next. Tags allow you to group people together into helpful groups (e.g. Bill's small group, staff, deacons, etc). Events allow you to view schedules and take attendance for different events.
- Enable Online Giving
If you'd like to allow donors to give to your church online, enabling online giving would be a great next step. Here's a quick video overview on how to set up online giving.
- You're Live!