When getting started with your New Tithely Account, some may find it helpful to have a checklist to reference in getting set up. While there's no strict order, below is our recommended checklist for getting up and running with your new Tithely admin account.
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Add or Import Your Data
The first step to getting started is to add your data in, specifically people information (To import contribution information, see Step 3).
We do offer a free Move-In service to import your data from an alternate source (like an Excel file or an alternate church management system). We highly recommend you utilize our free service to get started quickly, usually within a week.
Alternatively, you can import your data yourself or manually add it in through Tithely. For further instruction on exporting from your current platform please see Additional Information. -
Give Your Team Access
Give your team access by creating user accounts for each user who should have access to Tithely. You can also set their access so that they only have access to what you'd like them to see. -
Do You Have Giving?
While you may have People, you can also add Online Giving to your Tithely Account! If you're interested here is how you Sign Up For Giving! Already have Giving set up? Here is where you can Enable Your Giving Form so your members can start giving! -
Learn More
If you'd like to learn more about your account and how to set up each tool, check out our University Resources!
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You're Live!
Congratulations! You're up and running. There's a lot more you can do such as people, forms, or Events. At this point you're free to dive into any of the features you'd like. Enjoy!
Want some further steps? Ask our Support Team to figure out which videos or articles will be most helpful to take in your next steps.