Contacts and households
One record per person, and the family they belong to, with an address the household shares.
Ottoline AshworthAshworth household · 4 people · Member
Marcus DelacroixLives alone · Member · 3 services missed
Membership · Groups · Giving · Attendance · Care
One true record of every Contact in your church.
Everything the church knows about someone lives on one page: the family they belong to, the groups they serve in, what they give, when they were last here, and the care owed to them. So a pastor can read how the church is doing at a glance and know who needs attention — instead of reconciling four spreadsheets to find out.
A minute to set up, and three of its five questions you may skip. Your workspace starts empty — nothing invented to fill it.
The week of 15–21 September
Live- Attendance
- 387
- Giving
- $17,940
- Noticed
- 6
Up 24
112 gifts
3 need care
Giving, six months
By fundAprMayJunJulAugSep
The cloths
One colour. Everything else follows.
A church sets a single colour, and the binding, the tint and the ink that sits on it are derived from it — in the light room and the dark one. 12 cloths are curated from the church’s own year, and none of them can be picked into an unreadable page.
- Crimson
- Violet
- Plum
- Deep Blue
- Teal
- Green
- Gold
- Rust
- Rose
- Ash
- Black
- Ivory
A week in it
Four people, and one record underneath all of them.
A pastor reads the health of the church. An administrator works a desk. A finance volunteer counts a batch after a service. A small-group leader opens it on a phone at a midweek meeting, with no desk anywhere. Four different products, to four different people — and one dataset, because all four are looking at the same person.
The week's health in one field, and the people behind the figure when you want them.
The week of 15–21 September
Sample data- Attendance
- 387
- Giving
- $17,940
- On file
- 1,283
- Noticed
- 6
Up 24
112 gifts
941 active
3 need care
The pipeline
Sample dataVisitor
Regular attender
Member
Inactive
Every person sits on one pipeline. The last stage is the one the automations watch.
Needs attention
Sample data- Marcus DelacroixMember · 3 services missed
- Priya RanganathanRegular attender · New
- Teodoro VásquezMember · Serves on media
What it holds
Eight things, kept against the same person.
A neighbouring system can record the same rows. What it cannot truthfully copy is the design decision underneath them: that the person, and the response owed to them, is the first thing on the screen rather than the last. Every tile below hangs in a colour the cloth set already owns — the product ships twelve, and every one of them is already a church’s.
Giving
Funds, donations, pledges and expenses. A batch recorded after a service, and a statement printed for every giver.
GeneralMissionsBuildingBenevolence
A statement printed for every giver
Care
Prayer requests, meal trains, hospital visits, counselling and follow-up, each with its own thread of updates.
Prayer for my mother’s surgery on Thursday.
Meal train · 3 of 5 slots taken
Attendance
Taken per service, group meeting or event — from a tablet in the lobby, or through a door a visitor opens on their own phone.
A visitor opens the link412present at the 9am9first-timers
Groups
Small groups, ministries, teams and classes, with who belongs to each and in what role.
- Tuesday group14 members · 2 leaders
- Worship team23 members · rota
- Welcome team11 members · rota
Automations
Five triggers and three actions, watching the record for drift so that noticing is not somebody's Monday job.
When
someone misses three services in a row
Then
Raise a care item for whoever carries that group
Events
What is coming, where it is, and who is running it.
Harvest supperHall · 6pm · Welcome team running it
Notes
What a pastor wrote after a conversation, kept with the person it was about and behind the same boundary.
Asked after her father again. Wants to be on the visiting rota once things settle.
Pastoral — not visible to group leadersKept with the person it is about
Written in the church’s own voice, not the system’s
Drift
The system notices, so a person can care.
Attendance, giving, groups and events all resolve to the same person, and that person sits on one pipeline. Automations watch it for drift — so that missing several services in a row raises care work before anybody has had to notice it by hand. Noticing stops being somebody’s Monday job.
Five triggers
- Someone joins
- A first gift
- A status changes
- Three services missed
- A birthday
Three actions
- Raise a care item
- Add a note
- Set a status
- RunningWhenSomeone misses three services in a rowRaise a care item for whoever carries that group
- RunningWhenA first gift is recordedAdd a note, and set them to Regular attender
- RunningWhenA birthday is three days outOpen a follow-up for the pastoral team
Nothing here is made up
- 8
- Things kept
- 12
- Cloths
- 5
- Automation triggers
- 0
- Rows seeded
Against one person
Drawn from the church's year
And three actions
Your workspace starts empty
Make it yours
Four things, and the product is your church’s.
The product carries its own identity — it is not a blank shell waiting for a logo. It also does not insist on being one church. These four are what a church changes, and none of them can break the layout or the meaning of a page.
The name and the mark
Your church's name over the door and at the head of every statement, and your logo in the rail — or a monogram cut from your initials when there is no logo to use.
The cloth
One colour, and the binding, the tint and the ink that sits on it are derived from it, in both rooms. Nothing you can pick comes out unreadable.
The words
Service or Mass. Small group, cell or life group. Ministry or department. Contact, member or partner. The product says what your tradition says.
The room
Light or dark, following the device or fixed to one. Comfortable for a desk, compact for a phone in a lobby.
12 cloths, drawn from the church’s own year — Pentecost red, Advent violet, Good Friday black, ordinary-time green, festival ivory. Nothing you pick here is saved — it is a demonstration, and the page will forget it. The same swatches are in Settings, where the choice is yours to keep.
Start with your people. Everything else follows.
Creating a workspace asks five questions, and three of them you may skip — every answer has a Settings page waiting for it. You land in an empty workspace whose one job is to take your people in, from a spreadsheet or by hand. Nothing is seeded into it, and no figure in it will ever be a figure we made up.