Account Settings allow you to control different aspects on how your Church360° Members site looks and behaves.
Here, you can edit your general settings, primary contact information, grade promotion, calendar settings, and tax information.
General Settings
The first information you see in Account Settings is your general church information. You can edit your logo, church name and addresses, time zone and denomination.
The church name, phone number and address entered here will be what appears on your contribution statements.
If you do not see your denomination in the drop-down menu, please select the option that most closely resembles it. The denomination selected determines available “Received by” and “Removed by” reasons for members.
It is important to select your correct denomination prior to entering large amounts of data onto your site. Changing your denomination remaps your received by and removed by terms. Before making a change, please reach out to our support team. Changing your denomination multiple times can remap your data into a state that's not easily reversed.
Primary Contact
Your primary contact will be the best person for CTS to contact about information pertinent to your Church360° account. This information is not shared anywhere on the site.
Your Plan Information
This section houses data related to your plan with Church360° Members such as your current member household limit and customer ID. Only households with at least one living, non-removed member will be added to this count. Under Active Member Households, click the number listed for a full list of your member households.
Grades
You have the option to set up a date for all Grades to automatically promote. By checking the box in this section, you will have the opportunity to choose a date from the drop-down menu.
It is important to note that setting the date to the current day will not immediately promote your students. Instead, it will schedule the next promotion for the following year. In this case, it is recommended to set the automation to start the promotion the following day.
Calendar
Calendar preferences include what day you’d like the week to start with as well as whose anniversaries you’d like to show on the Event calendar.
The day you start determines the day of your first scheduled sermon for the week and will be used to calculate your average attendance numbers and trends.
This is usually defaulted to Members but you can choose any Smart Group to show. If you want to show birthdays, baptisms, confirmations, and wedding anniversaries for everyone (living) in your congregation, it is recommended to create a Smart Group for Living People.
Tax Information
For certain tax-related documents, you may want to add a Federal Tax ID. Enter in the number in the textbox located in this section to include this on your statements.
Saving your Changes
When you edit any of your settings in Account Settings, a black bar will appear at the bottom of your screen, tracking your changes.
After you finish and verify your changes, you must click the “Save Now” button to save them.
