Parishsoft family suite help. On the Welcome page, click the Lost password? link.

Parishsoft family suite help. In the left panel, find the topic you want to print. Apr 11, 2025 · ParishSOFT Family Suite Demo Username: user1 Password: pass12 ParishSOFT Support Center links Help Videos Organized by Module and Topic “How-to” Articles Organized by Module and Topic System requirements DIOLC Family Directory Resources Parish Staff Listing – Positions and roles for each parish Home > Managing Members > How to Create Envelope Number Reports How to Create Envelope Number Reports Envelope number reports list the envelope numbers belonging to families and members in the selected organization who indicate that they want to receive contribution envelopes. System Requirements ParishSOFT Family Directory, like all of the applications in ParishSOFT Family Suite, is available on the Web 24/7. It is designed to help you quickly get to the information you need to perform a task or understand a concept. The staff member will be prompted to change the temporary password after logging in to ParishSOFT Family Suite. Home > Getting Help > How to Filter Records How to Filter Records Depending on the size of your organization, the number of pages of records in the Family List and Member List can reach a substantial size. After you register successfully, you will receive an e-mail with your user name and a temporary password that enables you to log in. Topics Additional Resources · ParishSOFT Webinar recorded on Friday, April 3, 2020 about Online Giving from ParishSOFT. On the Welcome page, click the Lost password? link. Designed with your parish’s unique needs in mind, it’s not just a tool—it’s a ministry partner. help. CONTACT: opens the Get Support page on the ParishSOFT website where you can submit a question or support request to the product support department. Home > Getting Help About Religious Education Help Religious Education Help is a resource for all users who want to learn how to use ParishSOFT Religious Education. In release 4. " ?> <?rh-msp-search-results-end ?> Home > Merging Duplicates > How to Merge Duplicate Records How to Merge Duplicate Records This topic shows you how to use the Merge utility to successfully resolve duplicate family records and duplicate member records in your organization's database. See the Duplicate Checker User Guide for instructions on merging family records. docx file. A list of sacrament reports is displayed in the Report menu Home > Getting Started > System Requirements System Requirements ParishSOFT IQ, like all of the applications in ParishSOFT Family Suite, is available on the Web 24/7. This webinar aims to equip you with the necessary knowledge and tools to navigate the ParishSOFT Family Suite program efficiently. A team member will be happy to help you with any questions, comments, or concerns. Jan 13, 2023 · Please reference the document below for Dicoese of Baker specific how-to documentation on basic procedures and processes within the ParishSOFT online tool. These include such common items as tuition, registration, and lunch fees as well as any services you charge for and discounts you provide. Then, from the Help menu, select Ministry Scheduler Help. Select the Home tab. to our site and allow the use of cookies. ParishSOFT Families transforms how Catholic parishes manage their ministries by bringing every family’s record and sacramental records into one powerful, web-based system. Use this report to create labels for mailing information to students and leaders. Click to put the record in edit mode. Stewardship in Action: How to Create a Parish Impact Report that Inspires Engagement Rethinking Mission Work: New Models, Lasting Impact 5 Ways to Communicate Your Parish Vision with Clarity and Impact ParishSOFT Resources to Help Parishes to Safely Reopen ParishSOFT Launches New Features and Functionality for Digital Giving Click the My Family link to view your family and member records. For a description of the fields on this form, go to Fields on the New User Registration Form. The Desktop Data Migration Utility is available to help you transition your data. With My Parish, families can take To help manage the system, a user with Organization Admin access can add accounts for parish staff and give users of those accounts limited access to functionality within modules of ParishSOFT Family Suite. Select the Family Directory tab. If you have a user name and password, type them in the Username and Password fields. “Support Services” refers to maintenance support for the Licensed Software and/or SaaS. If you manage several organizations, select the organization from the list whose pledges you want to work with. Use Family Directory to create a workaround solution. How to Create a Sacrament Certificate This topic provides an example of a sacrament certificate and explains where the information in the certificate comes from. All parishes get the following modules: Family Directory, Religious Ed. Mar 13, 2024 · ParishSOFT Family Suite is used to input parishioner data, manage sacramental records, track family and member giving contributions, and more. (optional) In the ParishSOFT group, select the Suspense Reviewer checkbox to give the staff member rights to review new user registration requests and record change requests. If the cannot verify all of the information in your registration request, it displays an acknowledgement message to notify you that your registration was received. Actively monitors the ParishSoft support tickets and provides Team-viewer tech support when needed to help troubleshoot, or to demonstrate product. Administrators can review and act on registration requests from ParishSOFT Family Suite users, manage staff records and assignments, and update details for an organization and manage its license keys. If your organization or church is not listed in the Organization/Church list, it is currently not licensed to use ParishSOFT Family Suite. You may also need to edit or delete individual contributions within the batch. ParishSOFT Web Site ParishSOFT New Letter ParishSOFT Support Site On this site they have various documents and videos on how to use the ParishSOFT Family Suite (PSFS) which is the name of the web product. To send an email message, you need a Web-based email client or program, such as Gmail or Hotmail, or Microsoft Outlook. My Parish is part of the ParishSOFT Family Suite, seamlessly integrating with your parish’s Family Directory, Faith Formation, Ministry Scheduler, Offering, and Giving Programs. Empowering Parishes and Dioceses to Thrive in Faith, Community, and Mission ParishSOFT provides comprehensive church management software and innovative tools built by Catholics for Catholics to help parishes and dioceses deepen faith, foster meaningful connections, and bring their mission to life. The selected user now has permission to import contact information from external applications into the parish's database. A message is displayed, prompting you to reset the password. How to Sign Up for a New Account All users, including church members, administrators, and church staff, must have an account to access the ParishSOFT website. " After you register successfully, you will receive an email with your user name and a temporary password that enables you to log in. ParishSOFT Family Suite is a secure web-based church management system and trusted by many dioceses to manage their parishioner data. With one platform, we focus on a single solution and benefit from ParishSOFT’s support—offering seamless integration, simplified training, and greater ease of use. Your ParishSOFT Family Suite Home page may look different from the one shown in the illustration below. Two types of reports are available: "full" and "filtered. ParishSOFT Family Suite Modules Each core module in ParishSOFT Family Suite has its own tab. In addition, administrators can create and manage values in lookup tables for applications in the ParishSOFT Family Suite. The organization associated with your ParishSOFT login credentials automatically appears in the Organization list in the upper-right corner. After you receive the login credentials, go back to Step 1. This topic shows how to make these types of changes. By creating a login, you agree that we can store and use your registration information for communicating with you about the ParishSOFT application in providing services to support the application. parishsoftfamilysuite. This ensures that all information associated with the imported member is brought into his or her record in the new family. Explore the ParishSOFT church management software platform, featuring powerful modules designed to simplify operations, enhance communication, and support your parish and diocese. This topic steps you through the processes of creating, running, modifying, and saving a new query. 563148 updated on: 9/10/2025 <?rh-lng-string lngname="EndOfResults" lngvalue="End of search results. You can log in using your Family Suite credentials or log in using a Ministry ID account, which lets you use one set of login credentials to access multiple ParishSOFT products that are configured for single-sign on. If your parish is interested in using ParishSOFT Family Suite, please click here to email Mission Support for more information. Organization List The organization associated with your ParishSOFT login credentials automatically appears in the Organization list, which is located in the upper-right corner of the Sacraments page. Occasionally, after committing a batch you may need to update the details. Application Version #: 4. To access a different module, simply click its tab. First-Time Users If you are a first time user, it is assumed that you have completed creating all of your family and member records in ParishSOFT Family Directory. Your organization must be licensed for ParishSOFT Offering to use this module. tab features eight main command buttons that help you organize and manage all aspects of your religious education program. Custom-branded donation pages let Learn how to launch your ParishSOFT Family Suite website, how to login to the site, and how to troubleshoot any problems you may encounter when logging into the site. We value your feedback and are committed to providing you with the highest level of service. If you want to restrict batch editing to the batch owner (the person who created the batch) only, contact ParishSOFT Technical Support for assistance. Home > Getting Help > How to Print, View, and Save Reports How to View, Print, and Save Reports Report Viewer enables you to preview reports before you print or save them. " Home > Importing Contributions and Pledges > How to Import Online Giving Contributions and Pledges How to Import Online Giving Contributions and Pledges This topic shows you how to upload and import a file containing your organization’s Online Giving contributions and pledges into ParishSOFT Offering. . Simple, Faith-Filled Ways to Give Online Giving Make it easy for parishioners to give through your website or any shared link. The message provides one or more options to help you resolve the problem. The Second recorded webinar in our ParishSOFT Family Suite New Users series. Convert your ParishSOFT login to a MinistryID and sign in with a single username and password anywhere you see this button ParishSOFT Tuition, like all of the applications in ParishSOFT Family Suite, is available on the Web 24/7. Printing a Help Topic in Safari Open ParishSOFT Family Suite in Firefox. If you manage multiple organizations, select the desired Click any button to go to a page in My Own Church and begin working or any tab to open a new module (for example, Family Directory). The organization associated with your ParishSOFT login credentials automatically appears in the Organization list, which is located in the upper-right corner of the Group Sacrament Entry page. From the Report Type menu, select Sacrament. Whether you are new to the platform or need a refresher, this session will be valuable for you and your role. The page displayed in the Tuition dropdown list field is the application's current Start page. ParishSOFT Family Directory Help provides guidance on managing family and member data for diocesan and parish use. In certain situations, you may not be interested in working with all of your records. How to Add an Invoice Item This topic shows you how to add an invoice item to the ParishSOFT Tuition application. The name of the active organization appears as a link the upper right just above your username, as shown in the following illustration: Your Home page may look different from the one shown in the illustration “Integrating ParishSOFT Family Suite, Giving, and Accounting creates synergy, streamlining training and improving efficiency. Overview Changing the Details of a Committed Batch Deleting a Batch Changing Contributions in a Committed Batch Adding a Contribution Deleting a Contribution Editing a Contribution Fixing Connect to the ParishSOFT Family Suite website. Simply click a button to access the page named on the button. Select the Ministry Scheduler tab. For details, see How to View and Update the Information in Your Family Record or How to View and Update Information in a Family Member's Record. The module helps you manage regular offerings, contributions, and pledges made to specific funds and to capital campaigns. Then, from the Help menu, select the My Own Church Help option. Be sure to include as much detail as you can when describing an issue or making a request. Click to confirm. You can select the active organization in one of two ways: from any page or from within one of the ParishSOFT Family Suite modules. The Welcome page is displayed: Do one of the following: If you are a new user, you must create a new account. Nov 18, 2024 · Archdiocesan-supported systems including ParishSOFT Family Suite (PSFS), ParishSOFT Accounting, and Bill Amazon registration Banking functions Internal Audit Insurance Home > Getting Started > System Requirements System Requirements ParishSOFT Offering, like all of the applications in ParishSOFT Family Suite, is available on the Web 24/7. “Integrating ParishSOFT Family Suite, Giving, and Accounting creates synergy, streamlining training and improving efficiency. If you manage multiple organizations, select the organization whose records you want to access from the list. Click to watch. HOME: returns you to the Home page. With a refreshed interface and design Ministry ID is a single sign-on solution that enables you to access multiple ParishSOFT products, such as ParishSOFT Accounting and ParishSOFT Family Suite using one set of login credentials. Home > Creating Reports and Forms > How to Create Mailing Labels How to Create Mailing Labels This topic shows you how to create mailing labels. " This topic explains the differences between the two and Organization List The organization associated with your ParishSOFT login credentials automatically appears in the Organization list, which is located in the upper-right corner of the Pledge Management page. For help using the filters, see How to Filter Records. 563148 updated on: 9/10/2025 This guide provides instructions for administrators on effectively using Ministry Scheduler to manage groups, ministries, events, and schedules. For login instructions, go to How to Log in to ParishSOFT Family Suite. The system sends an email with a temporary password to the staff member. It ensures that every update, registration, or preference is securely shared across the system, so your parish remains organized, informed, and connected—without extra paperwork. Feb 22, 2024 · Archdiocese of New Orleans ParishSoft Support by Catholic Community Foundation Hi, how can we help you? Streamline Giving with Catholic Church Offering Software ParishSOFT Offering is a secure, web-based solution designed to meet the unique needs of Catholic parishes. doc and . Complete the form, and then click to conduct a search. This topic also provides instructions to show you how to create, save, and print a sacrament certificate for a member. After you log in, the ParishSOFT Family Suite Home page is displayed. On the ParishSOFT Modules tab, select the Import Contact Info option in the Family Directory group, as shown below: Click . Already Have an Account? Administrators and church staff who already have a ParishSOFT account and an assignment within the system do not need to register for a new account. The video covers the fundamentals to enable you to start building queries using data from other ParishSOFT Family Suite modules, including Family Directory, Offering, Religious Education, and Ministry Scheduler. From managing member records and finances to fostering engagement and discipleship, our tools work together to strengthen your mission and community. 22. One way to effectively maintain the accuracy and integrity of your database is to regularly remove Please enter all required information below to receive an E-Mail with your username and new temporary password. Our upgraded ParishSOFT platform offers single sign-on access to ParishSOFT Family Suite, Giving, MinistryOne and Development Manager, alongside new Websites, and live Streaming capabilities. Your workgroup lists can also become quite long. The organization associated with your ParishSOFT login credentials automatically appears in the Organization list, which is located in the upper-right corner of the Bulk Edit Sacraments page. If you are in the family database, the additional email fields help us find or update your family record. In the ParishSOFT group, select the ParishSOFT Access checkbox to give the member access to modules in the ParishSOFT Family Suite. For descriptions of the permission settings, go to Types_of_Permissions. If you want to bookmark the website to make it easier to access in the future, see How to Bookmark the ParishSOFT Website. Simplify operations, inspire engagement, and focus on what truly matters—discipleship Application Version #: 4. How to Log in to My Own Church In your web browser, enter the URL for the ParishSOFT website. Open ParishSOFT Family Suite in Microsoft Edge. The right panel lists the modules in ParishSOFT Family Suite for which you can set your own Start page. com ParishSOFT Family Directory is the foundation for viewing and managing family data at the diocesan level. The following main topics are referenced on this page: Maybe LaterGet Started Terms Of Use ParishSOFT LLC TERMS OF USE We use cookies to give you the best possible user experience. Click . Staff permissions You must have the appropriate permissions (Family Directory > Add/Edit) assigned to you to add or make changes to sacrament records. 9. Important If you give the staff member View access to any module in the suite, you must also select the ParishSOFT Access checkbox. Home > Getting Help > How to Create a New User Account How to Create a New User Account All users, including church members, administrators, and church staff, must have an account to access the ParishSOFT website. To learn more about our cookie policy, click Read. Your organization has upgraded to the new ParishSOFT!Upgrade now to experience the new ParishSOFT First-Time Users If you are a first time user, it is assumed that you have completed creating all of your family and member records in ParishSOFT Family Directory. You may want to focus on a particular group or type of Your ability to see sacrament data is controlled by your diocese. If your diocese chooses to hide all sacraments, the Sacraments button is not available. Then, from the Help menu, select Family Directory Help. With seamless integration to ParishSOFT Offering and Pledges, every donation supports your ministries, tracks to the right fund, and is fully recorded in your ParishSOFT Family Suite. This topic describes the hardware and software components that must be present on your computer. 224587, Application Date: 2/21/2023 9:07:11 AM, Database Version #: 4. Product license key For you to add or make changes to member sacrament records, the organization in which the you reside must have an active product license key for the Family Directory module. You can create sacramental reports from your organization's database records for the following types of sacraments: Baptism Confirmation Funeral First Eucharist Marriage To create a report: If you manage multiple organizations, select the desired organization from the Organization list. <Back to top> Option 1 is your starting point if you are moving religious education data to ParishSOFT Religious Education from ParishSOFT's desktop religious education application or if you converted data from a non-ParishSOFT application to ParishSOFT Religious Education. The organization associated with your ParishSOFT login credentials automatically appears in the Organization list, which is located in the upper-right corner of the Family List page. Diocesan staff need visibility and access to functions and features in the modules and areas of ParishSOFT Family Suite they work in to accomplish tasks within the scope of their work responsibilities. From webinars and programs to innovative software solutions, our resources help you manage finances efficiently, enhance communication, and optimize staff effectiveness. Your page shows tabs for only those modules you are licensed to use. Trusted Catholic Church Volunteer Management Software ParishSOFT Ministry Scheduler empowers parishes to effortlessly organize and manage volunteers for every liturgical service, ministry, and event. Users who do not have an account must sign up for an account to receive login credentials (username and password). Failure to do so may result in the Organization or ParishSOFT suspending or terminating your account. An invoice item is any product that you bill your customers for. System Requirements ParishSOFT Administration, like all of the applications in ParishSOFT Family Suite, is available on the Web 24/7. Ministry ID is a single sign-on solution that enables you to access multiple ParishSOFT products, such as ParishSOFT Accounting and ParishSOFT Family Suite using one set of login credentials. , Tuition, Ministry Scheduler, Offering, Administration, Intelligent Query and My Own Church (online access for your parishioners). 563148 updated on: 9/10/2025 “Support Services” refers to maintenance support for the Licensed Software and/or SaaS. “Order Form” means an addendum addressing acquisition of a specific set of Services executed by authorized representatives of each party. rtf file types because we determined that they not only slow down Mail Merge performance but also the overall performance of applications in ParishSOFT Family Suite. ParishSOFT provides a wealth of resources designed to empower church leaders with the tools they need to nurture thriving communities. Welcome to the Information Center, your comprehensive destination for vital information and resources designed to facilitate seamless upgrade to the new ParishSOFT. Easily track contributions, create reports, and statements with time-tested tools. As of November 18, the ParishSOFT Family Suite duplicate resolution project is now complete! Over the past few months, ParishSOFT has worked diligently to merge approximately 60,000 duplicate records, streamlining the system and enhancing overall performance. Your Home page shows tabs only for modules you are licensed to use. From Any Page Log in to the ParishSOFT Family Suite. If you manage multiple organizations, select the organization whose staff members you want to view. On the Get Support page, you can get help by completing a request form and sending it to our Technical Support department. SIGN OUT: logs you out of ParishSOFT Family Suite. See How to Import a Member from a Single-Member Family into Another Family for instructions. com My Own Church application allows church members to access and update their personal church records conveniently and securely online. The My Own Church application in ParishSOFT Family Suite is your personal portal to your family's church records. The Help system includes reference information for those needing to find a quick answer about a feature or a function as How to Create a New Query A query enables you to pull information from your database based on criteria you specify. Seamlessly integrated with the ParishSOFT Family Suite, this program ensures streamlined workflows, reliable data, and features like online giving Open a web browser. " After you receive the email, log in to your account. Click to save the change and exit the record. Your organization has upgraded to the new ParishSOFT!Upgrade now to experience the new ParishSOFT Why Multiple Email Addresses? People occasionally change email addresses. Your page shows tabs only for modules you are licensed to use. Ministry ID is a single sign-on solution that enables you to access multiple ParishSOFT products, such as ParishSOFT Accounting and ParishSOFT Family Suite using one set of credentials. Home > Communicating with Members and Families > How to Send an Email Message How to Send an Email Message This topic shows you how to send an email message to one or more members, families, members in a workgroup, or families in a workgroup. The Merge Utility Over time as you accumulate records in your database, duplicate entries can occur. Overview The Module Settings page provides a central location for you to configure settings associated with modules in the ParishSOFT Family Suite. These applications are designed to automate and streamline administrative tasks at the parish level. This topic shows you how to assign access rights permissions to an existing diocesan staff member. If your diocese chooses to hide a specific sacrament, the sacrament does not appear in the Sacraments dropdown list. Your configuration task entails manually configuring Ministry Scheduler from scratch by following the procedures in this topic in the order given. If necessary, upgrade your Microsoft Word application to version 2007 (or higher) to open a . Then, click . Go to How to Sign Up for a New Account. The Religious Ed. Why Multiple Email Addresses? People occasionally change email addresses. A common database of family and member information is shared among parishes and the dioceses to prevent duplication of records and to ensure that the diocesan offices and parishes always have the most current family and member data. The Find Family window opens to enable you to search your database to determine whether or not the family you want to add already has a record in the system. If the system cannot verify the information in your registration request, it displays a message to inform you that the registration was not successful. Duplicate records can slow down the performance of applications in ParishSOFT Family Suite, congest the grids, and make it more difficult for you to find the records you want to work with. ParishSOFT Offering is a software solution in the ParishSOFT Family Suite that helps churches record and manage charitable contributions given to their organization by members and benefactors. Maybe LaterGet Started Terms Of Use ParishSOFT LLC TERMS OF USE We use cookies to give you the best possible user experience. For example, suppose you wanted to create mailing labels for all active, registered families who are in your Servers workgroup. Select Add/Edit Sacraments to display the Sacraments page. Home > Getting Help > About Family Directory Help About Family Directory Help Family Directory Help is designed to provide you with the right information when you need it as opposed to having you search through a printed document to locate the information you need to perform a task or understand a concept. By default the system allows any user who has Add/Edit permissions for Contributions to edit a batch. With powerful online tools and seamless integration into ParishSOFT Family Suite, you can nurture your volunteer base, reduce staff workload, and create accurate schedules in moments—accessible For login instructions, go to How to Log in to ParishSOFT Family Suite. Enter the url for ParishSOFT Family Suite. This application enables you to quickly and easily view and make changes to your own church records. However, to access ParishSOFT Family Suite, they need ParishSOFT Access permission assigned to their logins. 37 of ParishSOFT Family Suite, we removed support for . oedjfq siqsg yknb gibvtk jvwl sipj nnzo nlev obur nuezn