Skip to main content

Video library: every how-to video at a glance

All Gracely how-to videos as small thumbnails, grouped by area. Click one to watch.

Every Gracely how-to video at a glance, in the same order as the Gracely menu. Click a thumbnail to watch it on YouTube, or open the article for the written steps. Most videos take about 30 seconds; the walkthroughs at the end of each section take 2 to 3 minutes and follow a real task from start to finish.

People, families and groups

How to add a member

30 seconds · Read the article

How to import your members

30 seconds · Read the article

How to create a family

30 seconds · Read the article

How to find the right people

30 seconds · Read the article

How to create custom fields

30 seconds · Read the article

How to use bulk actions

30 seconds · Read the article

How to export your people list

30 seconds · Read the article

How to print mailing labels

30 seconds · Read the article

How to find duplicate profiles

30 seconds · Read the article

How to archive someone who left

30 seconds · Read the article

How to create a group

30 seconds · Read the article

How to build a volunteer team

30 seconds · Read the article

How to move your church to Gracely

Walkthrough, 2–3 minutes · Read the article

Contributions

How to connect Stripe

30 seconds · Read the article

How to create funds

30 seconds · Read the article

How to record a cash or check gift

30 seconds · Read the article

How to batch and deposit gifts

30 seconds · Read the article

How to track pledges

30 seconds · Read the article

How to send year-end statements

30 seconds · Read the article

How to set up online giving from zero

Walkthrough, 2–3 minutes · Read the article

How to close the giving year

Walkthrough, 2–3 minutes · Read the article

Accounting

How to record an expense

30 seconds · Read the article

How to run a monthly report

30 seconds · Read the article

How to do month-end

Walkthrough, 2–3 minutes · Read the article

Calendar and events

How to create a weekly service

30 seconds · Read the article

How to create an event with registration

30 seconds · Read the article

How to host a paid event with tickets

30 seconds · Read the article

How to schedule volunteers for an event

30 seconds · Read the article

How to email an event attendee

30 seconds · Read the article

How to embed your calendar on your website

30 seconds · Read the article

Check-in and attendance

How to use QR self check-in

30 seconds · Read the article

How to check kids in securely

30 seconds · Read the article

How to use kiosk mode for check-in

30 seconds · Read the article

How to record a headcount

30 seconds · Read the article

How to see who you haven't seen lately

30 seconds · Read the article

How to run your first Sunday with Gracely

Walkthrough, 2–3 minutes · Read the article

Appointments

How to create an appointment type

30 seconds · Read the article

How to share your booking link

30 seconds · Read the article

How to manage bookings

30 seconds · Read the article

Follow-ups

How to set up a follow-up

30 seconds · Read the article

How to welcome a first-time visitor

Walkthrough, 2–3 minutes · Read the article

How to make sure nobody falls through the cracks

Walkthrough, 2–3 minutes · Read the article

Communications and forms

How to email your church

30 seconds · Read the article

How to email a group

30 seconds · Read the article

How to schedule a message

30 seconds · Read the article

How to turn on text messaging

30 seconds · Read the article

How to send a text message

30 seconds · Read the article

How to text a group

30 seconds · Read the article

How to post an announcement

30 seconds · Read the article

How to chat with your church

30 seconds · Read the article

How members message the church

30 seconds · Read the article

How to make a connect card form

30 seconds · Read the article

How to get the word out for an event

Walkthrough, 2–3 minutes · Read the article

Portal and member access

How members log in

30 seconds · Read the article

How to help a member who can't log in

30 seconds · Read the article

How the member directory works

30 seconds · Read the article

What your members see in Gracely

Walkthrough, 2–3 minutes · Read the article

Settings, users and roles

How to set up your church settings

30 seconds · Read the article

How to invite staff and set roles

30 seconds · Read the article

Did this answer your question?