Improved handling of past-member accounts

Posted 16 hours 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We've made a number of improvements to how Church Social handles accounts for people who are no longer active members of your church.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 17 hours 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 3 days 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.

New "Elderly check-in" visit reason and improved visit exports

Posted 1 week ago

We just added a new "Elderly check-in" visit reason. This is a request that came from a number of churches, as it's common for elders and deacons to regularly visit elderly members in addition to their annual home visits.

This reason is only available when at least one of the members being visited is 65 years or older, helping prevent it from being used unintentionally for younger members.

We've also improved the Excel and CSV visit exports by including additional fields — most notably the "Notes" field. As always, visit notes are only included if you have permission to view them, based on your church's visit note visibility settings.

Further improvements to new visits section

Posted 1 week ago

Further improvements to new visits section screenshot

Following the launch of our new dedicated "Visits" section a couple of weeks ago, we've made a number of smaller refinements to further improve the visit tracking features.

Added the ability to print visit reports

You can now generate and print visit report PDFs from the visit "Search", "Families", and "People" pages. This complements the existing Excel and CSV export options.

Simplified "Who is being visited?" input

The "Who is being visited?" dropdown on the create and edit visit pages now only includes families with more than one user. For single-member families, you can simply select the individual directly. This change removes unnecessary duplication from the list of options in this input.

Allowing past office-bearers as visit viewers

You can now assign past office-bearers as additional viewers on visits. While these individuals won't currently see the visit — since only active office-bearers have access to the "Visits" section — this can be helpful should they return to office in the future. To avoid confusion, we've added a note explaining this behaviour when selecting past office-bearers in the "Additional viewers" field.

Visit viewers now listed on visit page

When additional viewers are assigned to a visit, they'll now be listed on the visit page under a new "Visible to" heading. This provides greater transparency, especially for visits with the "Restricted" or "Private" privacy option set.

"Recent visits" renamed to "Other visits"

The "Recent visits" section on the visit page has been renamed to "Other visits" to better reflect its contents. Since this section can include visits from many years ago, the previous label was a bit misleading.

New dedicated visits section

Posted 2 weeks ago

New dedicated visits section screenshot

Today we're really excited to announce a number of significant improvements to the office-bearer visit tracking feature in Church Social.

New "Visits" section

Visit reports have been moved out of the "Reports" section into a new, dedicated "Visits" area of the app. If you're an office-bearer, you'll now see a "Visits" link in the main menu, making visits easier than ever to access.

The primary motivation for this change was to limit access to visit reports to office-bearers only. Previously, because these reports lived in the "Reports" section, administrators, statisticians, and report managers could view them. While this was generally fine, we heard from a number of churches that they'd prefer visits remain confidential and visible only to office-bearers.

This new section also introduces a visit week view, showing all visits scheduled at your church for the current week. Unlike the main calendar, which only displays your own visits, this page allows you to see all visits being made within your congregation.

Visit reasons

Visits can now be categorized by reason, such as "Home visit," "Spiritual care," or "Diaconal". This makes it easier to distinguish between different types of visits and supports more detailed reporting.

A new visit "Reasons" page provides a summary of how many visits have occurred for each reason.

In addition, visits are color-coded on the weekly visit view, making it easier to visually identify the different types of visits happening that week.

Improved privacy controls

We've introduced new per-visit privacy settings that let you fine-tune who can see a visit and its notes, providing greater confidentiality when needed.

When creating or editing a visit, you can now select from the following three privacy settings:

Default: Notes are visible to office-bearers according to your church’s visit note visibility settings. For most visits, this is the right option, as it allows other office-bearers to see that the visit occurred and also gives certain office-bearers the ability to read the visit notes — such as future elders who have that family within their care.

Restricted: Notes are only visible to the office-bearers who made the visit. This is useful when the visit notes contain sensitive information and you want to hand-pick who is ever able to see those notes. Other office-bearers can still see that the visit occurred.

Private: The entire visit is visible only to the office-bearers who made the visit and is completely hidden from everyone else. This is for very sensitive situations, where you don't even want other office-bearers to be aware that the visit occurred. These visits are marked with a privacy icon in the app.

In addition, you can grant specific office-bearers explicit access to a visit and its notes, regardless of the selected privacy level.

Member visit reminders

Members now receive an email reminder on the day of their scheduled visit, similar to how office-bearers are notified. These visits also appear in the member’s calendar.

The only exception is visits marked as "Private" — they will not appear in the calendar, nor will email reminders be sent, as they are only visible to the office-bearers who made the visit.

Fixed visit note visibility between elders and pastors

Posted 1 month ago

We've fixed a bug affecting visit note visibility between elders and pastors. In Church Social, pastors are treated as elders for the purposes of note visibility—so if your settings allow office-bearers to see notes from others with the same role, elders should be able to see pastor notes, and pastors should be able to see elder notes.

However, until now, this wasn't actually working as intended. Visit notes were only visible to office-bearers with the exact same role.

As of today, this has been corrected. Elders and pastors can now see each other's visit notes—if the "What visit notes can office-bearers see?" setting is set to "Only those with their role".

Visit reminders now sent on the day of the visit

Posted 1 month ago

We've made a small tweak to when visit reminder emails are sent. Previously, office-bearers received reminders the day before a scheduled visit. After using the visits feature in Church Social ourselves through a full "home visit season," we’ve found that receiving the reminder on the morning of the visit is more helpful in practice.

It's a subtle change, but we think reminders work best when they're fresh—closer to the moment you actually need them.

Criminal record check notifications for members

Posted 1 month ago

Members will now receive email notifications when their criminal record checks are nearing expiry — or if they’ve already expired. Previously, only administrators were notified, requiring them to follow up manually. This update helps members stay on top of renewals and reduces the workload for admins.

These emails are sent on the first day of each month, starting six months before a criminal record check expires and continuing for up to six months after it has expired. In other words, if a member doesn’t renew it right away, they can expect up to 12 monthly reminder emails nudging them to take care of it.

Improved sermon video embeds – just paste the link!

Posted 1 month ago

Improved sermon video embeds – just paste the link! screenshot

You no longer need to hunt for embed codes when adding sermon videos. Simply copy and paste the video URL from YouTube, Vimeo, Facebook, or SermonAudio — we’ll take care of the rest.

This update brings several benefits:

  • Simpler: Just paste the link you see when viewing the video (e.g., from your browser's address bar).
  • Smarter: We now automatically generate the embed code behind the scenes, ensuring videos display correctly and consistently.
  • Safer: By removing support for raw HTML embeds, we prevent the possibility of broken or malicious code being added.

This change applies to all new sermon videos going forward, as well as past videos which have been migrated automatically.

For now, we support the services mentioned above. If your church uses a different video platform, just contact us at [email protected] — we’d be happy to add support for it.

Improved sermon authors page

Posted 2 months ago

Improved sermon authors page screenshot

We've given the sermon authors page a small refresh! Instead of displaying each author in a card, we now use a table layout. This denser format makes it easier to scan through authors quickly while still showing extra details like the number of sermons they've preached and the date of their last sermon. You can even sort by these the headings.

We've also added a new search input, making it easier to find a specific author—especially helpful for churches with a long list of ministers.

New confessions page for sermons

Posted 2 months ago

New confessions page for sermons screenshot

We've introduced a new "Confessions" page in the sermons section of the app. This page provides a quick overview of all sermons connected to the Three Forms of Unity—the Heidelberg Catechism, Belgic Confession, and Canons of Dort.

Only chapters from these confessions that have associated sermons will appear on this page, each with a count showing the number of sermons available.

Click on any chapter to view all the sermons linked to it.

Fixed "age this year" report column

Posted 2 months ago

We've corrected a small issue with the "age this year" column in the people reports. This column is designed to show a person's age at the end of the current year—helpful for knowing how old someone will be turning. It is used in the built-in "Birthdays" report.

Previously, if someone was less than a year old by December 31st, the column displayed their age in months and weeks. While technically accurate, this could be confusing.

We've now simplified it to display "< 1 year old" instead.

Editing roles moved to setting pages

Posted 2 months ago

We've just rolled out a small change to how roles are assigned in Church Social.

Previously, roles such as administrators, statisticians, or bulletin editors were assigned from the edit person page under the "Access & Privacy" heading. These options have now been relocated to their respective settings pages.

This change has been on our roadmap for a while, as we believe the setting pages are the more appropriate place for role assignments—especially since only administrators can make these changes. It also improves visibility by allowing you to see all individuals assigned to a specific role in one place, alongside other related settings.

For example:

  • Bulletin editors can now be managed from the bulletin settings page.
  • Treasurers can be assigned in the giving settings page.
  • Sermon editors are now managed in the sermon settings page, and so on.

More general roles, including administrators, statisticians, and report managers, can now be assigned from the security settings page.

While roles can no longer be edited from the edit person page, you can still view all the roles assigned to a person there. This provides a quick and convenient reference to see their complete role assignments at a glance.

We hope this update makes role management a little more intuitive!

Recent visits now shown on visit details page

Posted 3 months ago

Recent visits now shown on visit details page screenshot

Office-bearers can now see recent visits on the visit details page, making it easier to review a member’s visit history. This allows for quick access to other recent visits and notes, helping with preparation for upcoming visits.