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May 23, 2023

Upcoming Webinar: SCHEDULER

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We’ve got a special treat for you for this month’s To The Point webinar! Andrew Triplett, TouchPoint’s Head of Consulting, is joined by Marsha Sims, Peachtree Presbyterian Church’s Hospitality Manager. Andrew is going to walk us through setting up and managing a Scheduler, and Marsha will discuss how she uses Scheduler for her teams.

In case you missed our recent blog, TouchPoint’s Scheduler feature is now live for all churches! The Scheduler is a flexible tool that allows you to manage people/teams and easily see who has committed for something.

If you are just getting your feet wet with Scheduler, this is a webinar you don’t want to miss! And if you’re already managing your teams with the Scheduler tool, come ready to share your tips!

May 17, 2023

In 2022, we released the following Grade and Promotion updates:

  • A new Grade Level dropdown in an Involvement and people record which includes standard grade levels as well as the ability to add additional levels through Lookup Codes. To add new levels, mark as True a setting named Allow New Grade Levels (Administration > Settings > System > Administration). Reports that include Grade are updated to reflect the new Grade field.
  • We also added an Admin Setting named Grade Update Date. On this date each year, the Grade for each child will automatically “promote” to the next Grade Level.
  • A new Admin setting named Hide Grade Legacy will allow you to hide the legacy Grade field once you no longer need to see this information.

As Vacation Bible School and other registrations are being created for the Summer and Fall, please consider the following:

  • Review your Grade Update Date setting to make sure it is correct for your church’s promotion timeline.
  • When including the Grade question in an Involvement, consider when the registration is being posted versus when you will have the Grade automatically update with the setting. If someone says they will be in 11th grade in the Fall, then the update occurs after that, they will end up being promoted twice.
  • When someone is added to your database and then added to a Main Fellowship Involvement that has a Grade populated on the Settings > General tab, that Grade will be added to the person’s record. It will not be added to a record of someone that already has a Grade on their profile.

See these articles for more information:

Staci Patyrak • May 03, 2023

We are excited to announce that the new scheduler is live on all databases! TouchPoint’s Scheduler feature allows you to organize people/teams to easily see who has committed for something.

If you want to create any sort of sign-up opportunity, Scheduler is the Registration Type for you! It isn’t limited to just volunteer opportunities! Check out our overview article for more use case examples.

It starts out with an easy to use check list!

Once you’ve checked all of the boxes, your Scheduler is ready to go!

To get you started, take a look at this intro video and then learn more from the following articles: 

Thanks to all of the beta testers! We can’t wait to see the variety of ways in which our partner churches use Scheduler to enhance their ministry!

May 01, 2023

WEBINAR REPLAY (APRIL 28)

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Recently, we hosted a financial webinar to share a preview of enhancements that are coming to the finance areas of TouchPoint to simplify the reconciliation process, improve the user experience and save your staff time as they manage the finances of the church (both online giving and event registrations). These changes will be rolled out in three phases and the first phase was previewed on the webinar.