Read the guide
Built with a fictional church and fictional records. Live deployment and real-church operation are separate steps we will talk through with you.
Prepare the trial
Use a distinct fictional name for your visitor so that another demonstration does not affect your results. Start with the office role; use the finance role for giving where required. Read the task, try it, and record what actually happened.
Record completion, errors, recovery and confidence below. A blank confidence value means no feedback was supplied. These are self-reported observations, not product performance or adoption statistics.
Help when you need it
The workspace Help entry provides task guides, printable instructions and error-code lookup. Where a page offers a tour, start, skip or end it yourself. A failed save should preserve your input; check the error and retry or review a conflict before continuing.
After the trial, download your record and adoption checklist. List terminology, access or paper issues to discuss with the team. Physical printer checks and observed trials with real staff remain deferred.
Things to try
- Visitor intakeAdd a fictional adult in People, review matches, link a household and give the follow-up an owner. Verify the saved profile.
- Duplicate reviewTry the same name again. Inspect the suggested match and use the existing record or cancel. Do not create a duplicate just to finish the exercise.
- Mailing listChoose the audience and postal preferences. Preview labels and check one address per intended household before printing.
- Attendance and rosterChoose a dated group occurrence, preview its paper roster, enter attendance and verify named people remain distinct from head-count totals.
- Statement previewUse permitted synthetic giving data. Preview a statement and reconcile its donor, period and gifts. Stop before issuing for this trial.
- Help and recoveryFind the relevant guide or error code, print the guide, and record how you recovered from a problem.