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User Guide  /  Site Navigation

Site Navigation

The Church Portal is intentionally simple. The same menu shows up on every page so you never lose your bearings, and each page does one thing well.

📷 Screenshot: The portal header with the main nav highlighted: Dashboard, Calendar, Events, Schedules, People, Docs.

The main menu

Across the top of every page (or behind the menu icon on mobile) you'll find:

  • Dashboard — Your starting point. A snapshot of what's coming up for you and your ministries this week.
  • Calendar — A traditional month/week/day calendar with every event, schedule, and roster visible at a glance.
  • Events — A list view of upcoming events you can browse, filter, and click into.
  • Schedules — The grid of serving slots covered in the previous section.
  • People — A directory of members in your church, scoped to what your role allows you to see.
  • Docs — This guide. Always available, even on mobile.
  • Settings (gear icon) — Personal preferences and admin tools (if you're a leader or admin).

What each page is for

Dashboard

Your "what's next?" page. It surfaces:

  • Your upcoming serving assignments for the next 7 days.
  • Open slots in ministries you lead.
  • Events your campus is hosting this week.

Use it as your daily check-in. If everything looks good here, you're caught up.

Calendar

A month/week/day view that combines events, schedules, and rosters. Filter chips above the grid let you toggle each layer on or off:

  • Events (church-wide and campus-specific)
  • Schedules (recurring serving slots)
  • Rosters (team rotations)
  • Birthdays / Anniversaries (optional, off by default)

📷 Screenshot: Calendar page with the filter chip row visible.

Events

A scrolling list of upcoming events with quick filters: campus, ministry, event type. Click any event to see its full description, occurrences (for recurring events), and any schedules attached to it.

Schedules

The grid of serving slots you read about earlier. Use this when you want to plan, edit, or reassign volunteers.

People

A directory of members. Search by name, email, or phone; filter by ministry, campus, or member type. Clicking a person opens their profile with their contact info, ministries, and serving history.

Docs

This user guide. Bookmark it on your phone — it's the fastest way to look up "how do I…" without asking on the staff channel.

Settings

Behind the gear icon you'll find:

  • Your personal profile (name, photo, contact preferences).
  • Notification preferences (email, SMS).
  • A link to Admin (if your role grants it) — the central control panel for ministries, members, and church-wide settings.

Typical user journeys

The portal is designed around three common flows. Here is what each looks like:

"I want to know what I'm doing this Sunday."

  1. Log in.
  2. Look at the Dashboard.
  3. Done — your assignments are listed at the top.

"I need to assign a volunteer to next Sunday's Worship slot."

  1. Log in.
  2. Click Schedules in the menu.
  3. Filter by Worship and the upcoming Sunday.
  4. Click the empty slot.
  5. Pick a person in the editor and click Save.

"I want to create a new mid-week prayer event for our campus."

  1. Log in.
  2. Click Events+ New Event.
  3. Fill in title, date, time, campus, and description.
  4. Save. Optionally attach a roster if you need volunteers.

What you can expect

  • The menu is identical on every page — no hidden submenus or context-dependent navigation.
  • Mobile and desktop show the same options, just laid out differently.
  • The campus selector is always in the top-right; it scopes most pages to one campus instantly.

Common mistakes to avoid

  • Confusing Calendar with Events. Calendar is the visual grid; Events is the list. Both show the same data — use whichever feels natural.
  • Looking for a "back" link. Use your browser's back button or the breadcrumbs at the top of each detail page.
  • Missing the gear icon on mobile. It moves into the slide-in drawer; open the menu first, then tap Settings.