Managing Small Groups with Breeze

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    office

    HI,

     

    We have about 20 pastoral carers in our church and each of these people are assigned to about 20-30 people in the church to take care of their needs in a time of crises.  In breeze we would like every individual to be assigned to one of these 20 pastoral carers.  We would then like to be able to export the list of parishioners next to their pastoral carer.  We would also like to click on a pastoral carer and find out who they are responsible for in the church.  I have played around with tags in breeze but not sure this is going to work.  I wonder if there is a better way to set this up.  Do you have any suggestions?

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    Jill Snyder

    We did this in our church using the tags. I set up a folder called "Session Flocks". And then 13 sub-folders, one for each elder. I could not export the list of members to each flock, but had to add each one individually. Time consuming, but now I can click on one flock leader's name & see who is in his group (flock).

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    pastormattstoll

    Thank you.  It would also be nice to include reminders (email and/or text) for people in the event tags. I know this is possible with volunteers section, and needs to be included with events and tags.

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    freemanf

    Would it be possible for group leaders to add new people to their group tag?  What would be the setting adjustment when creating the role?

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    Emily W.

    Hi there!

    Absolutely! It is possible for group leaders to add new people. You would simply need to adjust their role to include the permissions to be able to have access to Tags, People and Add (under People) as shown here:

     

    If you want them to view information or contact information about the people they are adding into tags, be sure and check mark those items under People<View.

    Hope this is helpful!

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    jcanupp

    I have a question.  We have, like most churches, several Small Groups and Sunday School classes.  It would be nice if I could generate a report of selected Events related to attendance... rather than pulling each event up individually. So, I would like to be able to have both an overall count of attendance and be able to view at a glance those who attended any of the groups in a given time frame (specifically, a week).  Is there any way to do this?

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    rorychance

    Is there a way to setup a registration form so that when people sign up for a group through that form it will automatically add them to a tag? 

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    Emily W.

    Hi @jcanupp!

    You can view multiple events! This will be most helpful for running this report: Creating Attendance Reports

     

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    Emily W.

    Hello @rorychance!

    Yes! Here you go: Auto-Tagging Form Respondents

    :) 

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    rorychance

    Awesome! Thanks Emily!

     

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    Jefff Rodland

    I have a question about invitations and or RSVP functions for groups and events. Is there a way to create an event for a particular group or tag and send out invitations with an RSVP bottom in the invitation?

    Thanks, Jefff

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    Emily W.

    Hey @jeff!

    Great question! You can most certainly create an event for a particular group or tag however, the only way to utilize the RSVP function is through scheduling volunteers.

    While this may not be the ideal answer you were hoping for, I do hope it's most helpful! 

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    Jefff Rodland

    Thank you Emily. Are there any future plans to add that type of a feature in Breeze? 

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    Rob N.

    Hey @jeff

    Great Question!  If you'd like to see an RSVP button implemented for events, you can submit a feature request. 

    Click here to submit a new feature request.

    I hope this helps!

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    leeg

    I have a question, is there a way to set-up an automatic reminder for small group events. I would like all of my small group leaders to get an automatic reminder to check in their small group participants each week. When we were with CCB small group leaders received an email the day of and the day after their group, to remind them to take attendance. Is this something breeze has built into events? 

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    Rob N.

    Hey @leeg, 

    That's a great question!  Yes, you can set alert notifications between 1-7 days before the event.  However, if you like to send an email the day of the event, I would recommend setting an email template you can reuse and scheduling emails to send out for the specific dates you want.

    Click here to learn how to set alert notifications.
    Click here to learn how to schedule emails in advance.
    Click here to learn how to use email templates.

    I hope this helps!  Let me know if I can assist further!

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    Cathy

    Is there a report showing the average attendance for each group for a period of time? It is helpful to have that information when ordering materials.  Thanks!

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    Emily W.

    Hey @cathy!

    Great question! One way is to download the attendance to excel and get the average from within excel.

    Another way to see the average, is to click on each groups attendance and in the overview section you will see how many people attended and right below that a section that says: "Attendance is up by..."

    I have made a quick video showing you were the average pops up at: https://cl.ly/2990b51ba973

    Some topics can get a bit detailed here, so if you need any additional support in finding these numbers please don't hesitate to reach out either by phone or email. We are here to serve!

    Blessings! 

     

     

     

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    Cathy

    Thank you!! I've looked at that page so many times but have never seen the average "pop-up". Very helpful.

    -Cathy

     

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    brian

    Hi, does setting up the Small Group Leaders Role like this allow any small group leader to have access to "all" Groups? I'm not seeing a way to individualize each small group leader to only have access to their group and do check-in for just their group. Obviously when they click on their group event, only theirs will show, but if they wanted to click on a different group, they would then have access to other groups check-ins as well, right? Unless I created a "role" for every individual group leader?

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