Guides

Set up once. Run every Sunday.

Step-by-step guides for every role — from importing your first spreadsheet to reconciling month-end giving.

Featured guideGetting started

Import your whole church from a spreadsheet in 15 minutes

Move from spreadsheets to one connected system in an afternoon — church groups, churches, cells, families, and people, all linked from day one.

8 min readRead guide →

Cell leaders

Cell leaders

The Sunday follow-up playbook for first-timers

How to run a consistent first-timer follow-up process that actually works — from Sunday card to fully integrated.

7 min read

Getting started

Getting started

Import your whole church from a spreadsheet in 15 minutes

Move from spreadsheets to one connected system in an afternoon — church groups, churches, cells, families, and people, all linked from day one.

8 min read

Pastors

Pastors

Answer "how are we doing?" without opening a spreadsheet

How pastors use the Unity System™ dashboard to get an instant health picture of the whole church — attendance, follow-up, giving, and goals.

6 min read

Treasurers

Treasurers

Reconcile giving and close the month in one sitting

How to use ChurchManager's giving module to import bank transactions, match them to giving records, and produce donor statements.

9 min read
Reference documentation

Looking for technical docs?

The reference docs cover every field, permission, and API endpoint — searchable and always up to date.

Browse reference docs →
People & FamiliesGroupsFinancesCommunicationsDiscipleshipGoalsEventsDashboardsAdmin

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