Welcome to EvangelOS! Think of us as your partner, here to help you manage your church simply and securely so you can focus on your community.
This guide gives you a quick tour of the main areas of your EvangelOS admin portal.
When you first log in, you'll land on your Dashboard. This is your command center, giving you a high-level view of what's happening in your church. Key sections include:
Stats Cards: At-a-glance numbers for Total Members, Events This Month, Recent Communications, and Attendance Rate.
Quick Actions: Shortcuts to the tasks you'll do most often — Add New Member, Create Event, Send Communication, and Explore AI Features.
Upcoming Events: A snapshot of your church's next few events.
Recent Members & Communications: See who's been added and what's been sent recently.
Church Insights (AI): An AI-powered widget that surfaces helpful suggestions and highlights important trends across Member Care, Communications, Events, and Giving. Requires the Complete plan.
Pastoral Alerts: Flags members who may need personal follow-up based on engagement patterns.
Risk Overview: A summary of your Member Retention Risk dashboard — see how many members are flagged as Critical or High Risk at a glance.
Member Portal Preview: A preview of your church's public-facing member portal.
On the left side of your screen, you'll find the main navigation menu. This is how you get to every major feature in EvangelOS.
Members: Manage all your people — view profiles, add new members, and organize families.
Groups: Manage small groups, ministry teams, and classes.
Events: Create and manage church events. This is also where you'll find event check-in and volunteer scheduling tools.
Analytics & Reports: See how your church is growing with detailed reports on giving, attendance, membership, and more.
Communications: Send emails and SMS messages to your entire church or specific groups.
Financial Management: Handle everything related to giving — donation records, funds, and online giving setup via Stripe.
Evangel AI: Your AI assistant for answering questions and generating ministry content. Requires the Complete plan.
Background Checks: Run and track background checks for volunteers and staff directly from EvangelOS.
Prayer Requests: View and manage prayer requests submitted by your congregation.
Testimonies: Collect and manage testimonies from your members.
Settings: Configure every aspect of your organization (see Section 3 below).
Navigate to Settings to customize how EvangelOS works for your church. The Settings page is organized into tabs:
Branding: Set your church name, logo, primary and secondary colors, contact information, and timezone.
Users: Invite team members and manage their roles and permissions.
Billing: Manage your EvangelOS subscription plan.
Notifications: Configure which events trigger notifications for your team.
Automation: Set up automated workflows for common tasks.
Labels: Create and manage label templates for Kids Check-In name tags (supports Dymo, Brother, and PDF formats).
Locations: Configure check-in rooms for Kids Check-In, including capacity and age/grade ranges.
Integrations: Connect third-party tools and services.
API: Manage API keys for custom integrations.
Audit: Review an audit log of actions taken in your organization.
Fields: Customize data fields, including Ministry Departments.
Advanced: Access advanced settings, including generating your public Connect Form link.
At the top of every page you'll find a few important tools:
Global Search: Quickly find any member, group, or event.
Notifications Bell: Lights up when you have new activity — such as new member registrations, birthday reminders, event capacity alerts, large donations, or system updates. Click Mark all read to clear them, or View all notifications to see the full list.
Your Profile: Click your name or avatar to access account settings or log out.
Now that you know your way around, here are some great places to start:
Invite your team — go to Settings → Users and send your first invitations.
Add your first members — head to Members and click Add Member.
Create an event — go to Events and click New Event.
Set up online giving — navigate to Financial Management → Online Giving Setup to connect Stripe.
If you have questions along the way, our Help Center has articles for every feature — or reach out to our support team anytime.