PastorLink Features Guide

Learn how to use PastorLink features to effectively manage your church.

Easily manage your church members' information, including personal details, contact information, family relations, and more.

Use tags to categorize members (e.g., 'Choir', 'Youth Group', 'New Members') for easier filtering and organization.

Create and assign tags to members to easily categorize and filter them based on ministries, roles, or any other criteria.

Go to the 'Tags' section from the left sidebar.
Create a new tag by clicking 'Create Tag' and providing a name and color.
Assign tags to members from their profile page or when adding/editing member information.
Filter members by tags using the tag selector on the Members page.

Create a consistent tagging system with clearly defined tag categories to maintain organization as your church grows.

Create customized lists of members based on specific criteria that automatically update as member information changes.

Navigate to the 'Lists' section from the sidebar.
Click 'Create List' and provide a name and description.
Add filters to define your list criteria (e.g., all members with the 'Choir' tag).
Save your list and access it anytime from the Lists page.

Create lists for common groups like 'Active Members', 'New Visitors', or ministry teams to quickly access and communicate with these groups.

Generate personalized documents like certificates, letters, and reports using member information.

Create templates for regularly needed documents like welcome letters, birthday cards, or annual member certificates to save time.

Follow these steps to set up your church management system quickly and effectively.

Create your organization
Start by setting up your church organization with basic information like name, address, and contact details.
Import your member data
Import existing member data from spreadsheets or add members manually.
Set up your tag system
Create a tagging system that reflects your church's ministries, groups, and roles.
Create your first lists
Set up dynamic lists for your most common member groupings.

We're here to help you get the most out of PastorLink. Contact our support team or check our documentation for assistance.