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How-to guides

How to get started in ChurchRaise (first 30 minutes)

Sign in, learn the sidebar, enable what you need, and complete three setup tasks most churches do first.

Step-by-step guideAbout 30 minutes

Before you begin

  • Your church account created
  • You received an invite email or signed up at churchraise.ai

Learn the layout

After sign-in you land on the Dashboard (Home). The menu on the left is how you move around. The top bar shows which church you are in and quick actions. If you manage multiple churches, use the church switcher at the top.

Your first 30 minutes

  1. Confirm church details

    Go to Settings → Organization. Add your church name, address, and support email. This appears on receipts and public pages.

  2. Enable the modules you need

    Open Modules. Turn on Bulletins, Giving, Events, Communications, etc. Leave the rest off until you need them — less clutter.

  3. Import or add people

    Go to People → Import (CSV) or Add Person. Even 20 key leaders lets you email and track engagement.

  4. Set up one public-facing item

    Pick one win for week one: publish a bulletin, connect giving, or create your Church Hub link. Finish one before starting five.

  5. Invite one helper

    Settings → Users → Invite. Give a trusted volunteer Creator or Admin so you are not alone.

Tips

  • Use the ? Help button inside the app for page-specific guidance.
  • Search this knowledgebase for task guides (import, giving, bulletin, email).
  • Email support@churchraise.ai if you get stuck — include your church name and a screenshot.

What to do next

After basics: connect online giving, publish your bulletin link, send a test email, and set up Church Hub. Each has a step-by-step guide in this knowledgebase under How-to guides.

Related articles

Also available in-app at /help/dashboard when you're signed in.

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