3. Transfer & Giving Purposes *
Select or add transfer causes for member giving & pledge redemption.
Required
These transfer causes populate your church's Donation Purposes catalog. Toggle popular presets or add custom ones:
Active Transfer Causes Count:
6 Selected
4. Bank Accounts
Add church bank accounts where members can transfer seed gifts.
Optional
🏦
These accounts appear on your giving portal. Add up to 5 accounts now — you can always add more from Admin → Bank Accounts later.
5. Members
Pre-load your church directory now, or let it grow automatically as members engage.
Optional
Members are added automatically when they:
-
1
Register via your church portal URL — anyone who signs up through your unique church link is instantly added to your directory.
-
2
Submit a transfer / giving record — first-time givers are automatically captured as members when they complete a transfer or seed gift.
-
3
Fill a pledge or vow form — members who make a pledge commitment are enrolled in your directory automatically.
You can also add or import members anytime from Admin → Members after setup.
📂 Import Existing Members via CSV / Excel
Download our template, fill in your existing member data, then upload. Required columns: first_name, last_name, email, phone.
Download Sample Template
✏️ Add Members Manually
Enter member details one by one. Each member will receive login credentials via email or SMS.
6. Gateways & Integrations
Configure payment, SMS, and email credentials for direct member engagement.
Optional
💡
Optional but Advisable: Adding your gateway credentials now enables online giving (Paystack/Flutterwave/PayPal), instant SMS, and receipt emails right away. You can also configure or change these anytime later under Settings → Gateway Settings.
💳 Online Payment Gateways (Paystack, Flutterwave, PayPal)
📱 SMS Gateway (Africa's Talking)
✉️ Custom Email SMTP Gateway