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B1 admin videos
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jzongker committed Nov 25, 2024
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30 changes: 20 additions & 10 deletions videos/b1/admin/anonymous/script.xml
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<tutorial>
<speak>
<mark name="1" />
Of the items added automatically, there are two that will show up for logged out visitors.
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The first is just a link to the homepage of your website if it has been added.
To get to the member portal go to your subdomain dot b1 dot church slash member.
The content on this portal is the same as the B1.church mobile app.
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<mark name="2" />
Of the items added automatically, there are two that will show up for logged out visitors.
The first is just a link to the homepage of your website if it has been added.
The second is the option to give.
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You can get to this by first logging in as a user with admin permissions and clicking the admin link on the left.
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Go to WebSite and click the plus icon to make a new page. The tutorial on the website admin will guide you through this process.
Go to "Web Site" and click the plus icon to make a home page. The tutorial on the website admin will guide you through this process.
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<mark name="6" />
This will cause the website option to appear in the member portal.
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The second item is the option to give. This will show up if you have linked a stripe account to your church.
The second item is the option to give. This will show up if you have linked a Stripe account to your church.
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This is done from the Chums application.
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Go to Settings and edit.
This is done from the Chums application. You can get to it by logging in, clicking your profile photo and selecting Switch App.
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Then scroll down to giving and enter your Stripe information. See the giving tutorial to learn more.
Within Chums, go to settings, click Edit and scroll down to the giving section.
All giving is powered by Stripe which is a payment gateway. You will need to create an account at Stripe.com if you don't already have one.
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To get this key from Stripe, click Developers in the header, and then API Keys.
Create a new Standard key and copy paste the public and secret keys into Chums.
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Once valid keys have been entered, users will be able to make online donations. ChurchApps does not charge any fees at all for this feature, however Stripe does charge credit card processing fees.
See their documentation for more information. Discounted rates are available for non-profits.
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All donations made through Chums and B1 are logged and detailed reporting and financial statements are avaialable. See the Chums documentation for more info.
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<mark name="end" />
</speak>
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67 changes: 67 additions & 0 deletions videos/b1/admin/members/script.xml
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<tutorial>
<speak>
<mark name="1" />
Once a member logs in, there are a number of additional options that may appear in the member portal.
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<mark name="2" />
The first is the My Groups option.
This will show a list of all groups at your church the member belongs to in the right column.
Along with a timeline of events and posts from those groups.
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<mark name="3" />
Group membership is managed from the Groups section of Chums.
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Back in B1, users can click on their groups to see events, conversations, members and other group info.
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The next option is Check In, which allows users to automatically mark themselves as in attendance to groups.
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This will show up if you've configured services and groups in Chums.
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Like with Giving, detailed reports are avaialable for all check-ins.
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We covered Donate in the anonymous video, but when users are logged in they have additional option such as giving history and the ability to manage recurring donations and payment methods.
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The member directory is a very popular option which is only available to members and staff, not visitors.
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Click on any member to see their contact info and family members. You can message them directly from the app by clicking the Message button.
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Members are managed from the People tab of Chums.
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If you wish to give members the option to manage their own information, you can enable this by setting a directory approval group in the Chums settings.
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Once this is set, members will see a new Modify Profile option on their own profile where they can update their own information.
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These change requests must be approved by the group you selected before they will show up. This is to prevent abuse.
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Plans are used to allow users to respond to volunteer requests.
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These show up for any users who are a part of a volunteer team. These teams are configured in the Plans section of Chums.
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The lessons tab provides a guide for your teachers to lead lessons or for students to review them.
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This is an integration with Lessons.church which has hundreds of high quality lessons available for free.
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This tab will show up if you are a member of the volunteer team or parent or student group for any classroom in lessons.church.
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The last two options that show up automatically are based on your permissions. People marked as staff members will see a link to Chums and those with content admin permissions will see an admin link.
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<mark name="end" />
</speak>
</tutorial>
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11 changes: 6 additions & 5 deletions videos/b1/admin/overview/script.xml
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B1 is the platform for communicating with members and visitors of your church.
It is broken into two main parts:
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A website builder where you can create your primary church website or supplimental web content.
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<mark name="2" />
And the member portal that provides various ways for users to interact with your church.
A website builder where you can create your primary church website or supplimental web content.
<break time="1s"/>
<mark name="3" />
This member portal is also available as a mobile app, the B1.church app.
And the member portal that provides various ways for users to interact with your church.
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<mark name="4" />
This tutorial provides an overview of the member portal and how to add options to it as an admin. It will reference other tutorials for the details of each.
This member portal is also available as a mobile app, the B1.church app.
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<mark name="5" />
This tutorial provides an overview of the member portal and how to add options to it as an admin.
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<mark name="6" />
Some of the navigation options show up automatically when conditions are met. Others need to be manually added by an admin when desired.
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<mark name="end" />
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