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Adding and viewing a member’s Tax Receipt
3 Out of 4 Found HelpfulAccess Member Profile: Start by opening the profile of the member for whom you want to add a tax receipt. Navigate to Tax Receipt Section: Within the member's profile, navigate to the "Tax Receipt" section. This action will direct you to the area where tax receipts are managed. Add a Tax Receipt: To upload a new tax receipt, click on the "Ad...
Read MoreNavigate to the Member's Profile: Begin by accessing the profile of the member you wish to add to a group. Access the Group Section: Within the member's profile, find and enter the "Group" section. This area is dedicated to managing the member's group affiliations. Select a Group: Click "Assign" and use the dropdown menu to choose the group ...
Read MoreAdding a member to a department
2 Out of 5 Found HelpfulNavigate to Member Profile: Open the member's profile to begin the process of adding them to a department. Access the Department Section: Within the member's profile, locate and enter the "Department" section, which is dedicated to departmental assignments, and click the "assign" button; this will initiate the Assign department pop-up. Selec...
Read MoreThe church has the capability to track and analyze the attendance history of each member through a specific tab designed for this purpose. This feature provides a detailed view of a member's participation in various services, offering insights that can be broken down by individual service sessions and within specified date ranges. To Add Memb...
Read MoreAdding and viewing a member’s document
2 Out of 4 Found HelpfulTo Add a Document: Initiate Document Addition: Click on the "Add Document" tab. This is where you can begin the process of uploading a document for a member. Upload the Document: Select and upload the document you wish to add. Please note, the maximum file size for any document is 500kb to ensure efficient storage and accessibility. Save th...
Read MoreViewing giving history of a member
2 Out of 4 Found HelpfulTo Access a Member's Giving History: Navigate to Giving Section: Within the member's profile, click on the "Member Giving" section. This area is dedicated to displaying all recorded donations made by the member. Search for Specific Donations: If you're looking for donations within a specific timeframe, click on the "Search" tab.
Read MoreEntering manual giving to members
3 Out of 4 Found HelpfulBethelApp has the capability to manually record donations from members, regardless of whether these contributions are made during a service or outside of service times. To Add a Donation: Initiate Addition: Click on the "Add Record" button in the member giving section of member details. This action will prompt a pop-up window to appear. Ent...
Read MoreTo Add a Note: Access Member Profile: Navigate to the desired member's profile and select the "Add Note" tab. This action redirects you to the note-adding section. Input Note: In the provided space, type in the note you wish to add about the member. Save Note: Click the Add note to append the note to the member's profile. Added notes are ...
Read MoreEditing a Member's Profile:Initiate Edit: To modify a member's information, click on the "Edit" button found on their profile page.Modify Details: This action enables the editing mode, allowing you to change any pertinent information related to the member. Save or Cancel: Once editing is complete, click "Save" to apply the changes or "Cancel"...
Read MoreTo access and view the details of family members associated with a specific church member in the BethelApp, follow these straightforward steps:Navigate to Member Profile: First, locate and open the profile of the member whose family you wish to explore.Access Family Members: Within the member's profile, find and click on the "Family Member" ...
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