New option to duplicate deposits

Posted 1 day ago

New option to duplicate deposits screenshot

Treasurers can now quickly duplicate an existing deposit, including all its contributions, with a new date. This is especially handy for recurring contributions, like monthly pre-authorized deposits. You'll find this option on the deposit page in the three-dot dropdown menu.

More flexible schedule reminders

Posted 1 week ago

More flexible schedule reminders screenshot

When creating or editing a schedule, you can now set reminder emails to go out 3 weeks (21 days) or 4 weeks (28 days) in advance. This gives churches more flexibility to notify members about upcoming tasks earlier. While reminders closer to the task date are usually most effective, in some cases sending a first reminder several weeks ahead can be helpful.

Fix calendar integration with Microsoft Outlook

Posted 1 week ago

Fix calendar integration with Microsoft Outlook screenshot

We've fixed an issue with our calendar integration with Microsoft Outlook online. Previously, when you tried to add your Church Social calendar to Outlook, it would display the error message: "Couldn't import calendar. Try again later." This issue has now been resolved.

More granular and consistent permissions

Posted 3 weeks ago

More granular and consistent permissions screenshot

We've expanded the permission settings in Church Social to give churches more fine-grained control over who can create and manage content within the app. This update applies to the following areas:

  • Messages (sending messages)
  • Schedules (creating schedules)
  • Groups (creating new groups)
  • Files (creating top-level folders)
  • Photos (creating new albums and uploading to existing albums)

Previously, these settings only had two options: Everyone or Administrators. We've now expanded them to include the following list of options, making them consistent with other modules in the app that already had these settings:

  • Guests
  • Members
  • Baptized Members
  • Professing Members
  • Office-Bearers
  • Administrators

These work on a minimum access required basis, meaning anyone with a "higher" role in the list automatically has access as well.

The main motivation for this change came from churches asking for more control over what Guests can do. While many churches are happy for guests to log in and view content, they often want to prevent guests from creating or sending content—such as events, messages, or groups.

We've set the default for these new permissions to Members, as this felt like a sensible starting point for most churches. Just be aware that guests who previously had access to create content may no longer be able to, unless you update the setting to include Guests.

Finally, this update also impacted who can send new messages. Previously, it was possible to send messages without being a guest or member. However, for consistency with the rest of the app, you must now have at least a Guest membership type in order to send messages.

New global search

Posted 3 weeks ago

New global search screenshot

We've added a brand new global search feature to Church Social! Using the new command palette, you can now quickly search for families and groups. If you're an administrator or statistician, you’ll also be able to search for people, making it easy to jump straight to the edit person page and make changes.

You can open the global search by clicking the search input in the app header. In addition, you can use these handy shortcuts:

  • Command + K on macOS
  • Ctrl + K on Windows

And this is just the start — we plan to add more resource types to the search results in the future, making it even easier to find what you’re looking for anywhere in Church Social.

Custom titles and notes for giving statements

Posted 1 month ago

Custom titles and notes for giving statements screenshot

Church treasurers can now set a custom title for giving statements, and optionally include notes that appear above the contribution table. This is especially helpful for churches that need to include specific wording on year-end statements, such as the IRS-required text in the United States.

New method totals contribution statement

Posted 1 month ago

New method totals contribution statement screenshot

We've just added a new "Method totals" contribution statement to the giving section. This gives church treasurers the ability to run a report that shows contribution totals by payment method (e.g. cash, cheque, credit card) across all deposits in a selected date range — useful for reconciliation and accounting.

New "includes" filter on family visits page

Posted 3 months ago

New "includes" filter on family visits page screenshot

We've added a new "Visit includes" filter to the family visits page, allowing you to refine the results to only show visits that include the primary family member or their spouse. This helps give a clearer picture of when a family was last visited by focusing on visits to the parents, rather than any individual in the household. By default, the report still includes visits to any family member — but now you have more control when that distinction matters.

Improved navigation in the giving section

Posted 3 months ago

Improved navigation in the giving section screenshot

We've added a new "My contributions" tab to the "Giving" section navigation (visible only to treasurers). This makes it clearer when you're viewing your own contributions — a page that's accessible to all members — before navigating to other treasurer-only sections like Deposits, Statements, and Receipts. A small divider also helps visually separate this page from the rest of the treasurer-only tools.

We also moved the "Settings" link out of the navigation and onto the "Receipts" page, since that's what those settings pertain to, and they don't need to be accessed frequently.

Added "Bio" column and filter to families report

Posted 3 months ago

You can now include the family bio in the families report and also filter by whether a bio has been set. A small addition, but a useful way to find families who’ve added this information.

Improved keyboard navigation and focus styles

Posted 3 months ago

Improved keyboard navigation and focus styles screenshot

We’ve made a number of accessibility improvements throughout the app. Focus outlines now appear consistently when navigating with the keyboard, and it’s now possible to tab through clickable table rows. These changes make the app easier to use—especially for you power users out there who prefer keyboard navigation.

New "Safe Church" page and coordinator role

Posted 3 months ago

New "Safe Church" page and coordinator role screenshot

We're excited to share that we've just added a new Safe Church page to Church Social, along with a new dedicated Safe church coordinator role, to help make managing background checks and other abuse prevention information easier.

Previously, tracking background check information (such as criminal record checks and reference checks) was done from the edit person page, and access to this data required the administrator or statistician role. This often meant giving more access than necessary to the person responsible for tracking this information.

To improve this, the new Safe Church page — found in the People section — provides a dedicated interface for managing:

  • Criminal record checks
  • Working With Children Check numbers and expiry dates (for Australian churches)
  • Reference checks
  • A new "Training date" field
  • A new "Safe Church notes" field for other abuse prevention-related information

This page is accessible to users with the new Safe church coordinator role, as well as to administrators and statisticians.

In addition, expiring background check email notifications are now sent to Safe church coordinators instead of administrators. If you're an administrator and would still like to receive these emails, simply add yourself as a safe church coordinator on the People settings page.

The new Safe Church page has been enabled by default for churches that had previously entered any background check information. If it's disabled for your church and you'd like to enable it, you can do so from the People settings page.

Improved handling of past-member accounts

Posted 3 months ago

Improved handling of past-member accounts screenshot

We've made a number of improvements to how Church Social handles accounts for people who are no longer active members of your church.

Previously, when a member’s membership ended — for example, if they moved away — their account remained active, allowing them to continue logging in and potentially retain roles like “Statistician” or “Deacon.”

The expectation was that administrators would manually disable these accounts and remove any assigned roles, since login access wasn’t directly tied to membership. However, in practice, this wasn’t always clear, and many churches ended up with former members who still had login access to their previous accounts.

With this update:

  • We now automatically remove all roles and disable logins for people who no longer have an active membership.
  • When a membership is ended, any active office-bearer terms for that person are also ended.
  • We remove all roles and disable logins when a person's email address is removed, since login access to Church Social requires an email address.

To help administrators understand when this will happen, we now display a clear warning whenever a change will remove a person's roles and disable their login access.

Finally, we’ve also cleaned up existing data to bring it in line with this new behavior. Accounts that meet any of the following criteria have had their roles removed and login access disabled:

  • No email address on file
  • Marked as deceased
  • Not an active member and haven’t logged in within the past three months

These changes should help reduce confusion going forward and ensure that login access is appropriately limited to current members. They also improve the overall security of the app by removing unnecessary access from legacy accounts.

More flexible office-bearer term dates

Posted 3 months ago

More flexible office-bearer term dates screenshot

You can now add an end date to an office-bearer term without needing to include a start date. Previously, this wasn’t allowed — the only way to remove an elder, deacon, or pastor role without a start date was to delete the term entirely.

This wasn’t ideal, as it erased the historical record that the member had served as an office-bearer. It also created issues with visit tracking, since that feature only includes members with current or past terms. If no term exists, visits can't be properly attributed.

While we still strongly recommend recording both start and end dates for all office-bearer terms — to preserve accurate history and improve reporting — this is no longer strictly required.

Improved contribution searching

Posted 4 months ago

Improved contribution searching screenshot

We just made a number of improvements to the contribution search page to help treasurers more easily find specific contributions:

  1. You can now select multiple contributors when searching. Previously, you could only select a single person, couple, or donor. Now, you can choose any combination of people or donors, and the results will include contributions made by any of them.
  2. A new "Exact match" option lets you limit results to contributions made directly by the selected contributors — excluding any that were simply credited to them. This is especially helpful when reviewing contributions based on who will actually be receiving the tax receipt.
  3. A new "Receipt number" filter makes it easy to find all contributions associated with a specific receipt.

In addition to these search improvements, we also added a new "View contributions" option for each receipt on the "Receipts" and "Create Receipts" pages. This allows you to quickly search for all the contributions that make up a receipt — really helpful if you need to make changes to those contributions.

And finally, we fixed an issue where the contribution search page didn’t support pagination — previously, only the first 15 results were shown. You can now page through all matching contributions as expected.