Frequently Asked Questions
These are the questions we hear most often from leaders and members in their first few weeks on the portal.
Getting started
1. Can I log in with my phone number instead of my email?
Yes. The login screen accepts either your email address or your mobile number — whichever the church has on file for you. Both lead to the same account.
2. I'm a new leader. Why can't I see the Schedule Editor?
You need to be marked as a leader of your ministry in ChurchCRM (the source-of-truth admin app). Once an admin flags you there, log out and log back in. The Schedule Editor for your ministry will appear in the menu.
Schedules and events
4. What's the difference between an Event and a Schedule?
An event is a public-facing moment ("Sunday Service, 9:30 AM"). A schedule is the internal staffing for that moment ("Anna on Lead Vocals, David on Drums"). Some events have schedules attached; some don't. Some schedules exist independent of any event (e.g., a weekly office-cleaning rotation).
5. How do I cancel just one occurrence of a recurring event?
Open the Calendar, click the specific occurrence you want to cancel, and choose Cancel this occurrence. The rest of the series stays intact. To cancel the whole series, edit the parent event from the Events page instead.
6. Why don't I see all my church's events on the calendar?
Two likely causes:
- The campus selector at the top of the page is filtering to one campus. Switch to All Campuses to see everything.
- The filter chips above the calendar grid have one or more layers (Events / Schedules / Birthdays) toggled off. Turn them back on.
7. Can I duplicate a schedule slot for next week?
Yes. Click the slot to open the Schedule Editor, then click Duplicate. A copy is created on the next matching weekday — you can adjust the date or person before saving.
8. The Schedules grid loads slowly. What can I do?
The grid loads everything in your filter scope by default. Narrow the date range (e.g., "this month" instead of "next 6 months") and pick a single ministry — it'll be much faster.
People and permissions
9. Why can't I see another member's phone number?
The portal hides full contact details from non-admins by default. If you genuinely need a member's contact info for ministry purposes, ask your campus admin — or check whether you're listed as a leader of a ministry they belong to (leaders can see their team's contact info).
10. What does "member type" mean — Radical, Trailblazer, G&A?
These are pastoral classifications used by the church to track spiritual maturity and engagement. They are not permission levels. They don't affect what you can do in the portal — they only filter the default volunteer pool when scheduling. (G&A members are excluded from the default pool, but you can include them by toggling the filter on.)
11. Can I delete a member from the portal?
No. Members are managed in ChurchCRM; the portal mirrors that data. To remove a member, an admin must mark them inactive in ChurchCRM. Inactive members are hidden in the portal directory by default.
12. I changed someone's role in ChurchCRM but the portal still shows the old role. Why?
The portal caches role data briefly. Have the person log out and log back in, or wait a few minutes for the next sync. If it still doesn't update after 10 minutes, contact your super admin.