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Five Important Processes Your Church should Automate in 2024

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If your church still manually collects guest information or relies on pen and paper for attendance in 2024, it’s time for a significant upgrade. Automation tools designed for churches can improve the way you handle routine tasks.

Think about the struggle of manually recording church attendance during busy events or the pain of finding out you booked two different church members for counseling at the same time. A lot is happening in your church every week, and it is unwise to manage data when you can simply automate it manually.

Fortunately, these processes that consume valuable time in your church can be easily automated to improve the efficiency of your church.

We’ve compiled a list of five important processes your church should automate in 2024 to streamline operations and automate routine tasks.

1. Workers Onboarding 

Have you ever experienced the challenge of adding new workers to the workforce? You will agree that manually coordinating their onboarding can be a real headache, especially when dealing with workers and volunteers.

Trying to document their submissions and organizing training schedules for different departments is a lot of workload for the department team leads. Sometimes, the department leads can be so overwhelmed and make mistakes. What if there was a way to make onboarding easier and virtually hands-free?

Imagine an automated onboarding process for workers in your church where they will directed to their department portal shortly after submitting their names and preferred department. Simultaneously, they receive a training schedule emailed to them with the workforce rules, regulations, meeting schedules, and other important details.

Isn’t that a very smooth and easy way to onboard them? It’s hassle-free! A notification will be sent to the department lead that should inform him of new members. It’s a win-win for everyone involved.

You set it up once and let the automation take care of the rest.

2. Guest follow up

Sending bulk SMS every week to follow up with new guests or copying and pasting past emails every time is a very stressful thing to do in 2024 when everything is supposed to be automated. You still have to get information about new guests from a book in the church office whenever you want to do a follow-up. Not anymore.

You can automate a welcome message to send immediately after a guest submits their information. This message can also carry a list of your days of activities or any important information you wish to share. One good thing about this is that it is timely and makes the guests feel welcome.

Another beautiful thing is that you can assign guests to different workers for follow up via automation.

3. Church membership management

I’m sure you’ve experienced the frustration of sifting through stacks of paper registers to find important information about the church. Not to mention the mistakes that often happen when manually inputting data into those registers. These issues will persist until you switch to a more efficient method of data entry that effortlessly helps you to:

  • Track attendance
  • Maintain a current member database
  • Manage influx of new members
  • Communicate smoothly with members 
  • See detailed data of specific segments of your church community. For example, you can know the number of unmarried females in your church, etc.

This will reduce the use of paperwork in your church by over 75%, and it’s easy to set up.

4. Automating Donations

Do you know that with automation, people can make donations safely and securely from their mobile devices, even on non-service days? There’s no need to use complex donation systems. 

A very clear dashboard will provide clarity and insights into records of different donations. It will improve trust and transparency and will also simplify record-keeping.

5. Church Counselling Booking System

How do you handle scheduling counseling in your church? Do you still struggle with manual appointment scheduling? Are there still times when members have conflicting calendars? How about missed sessions? Most of these errors will keep occurring if you don’t automate your church processes. There’s an easy way to automate all these processes in your church to ease the administration of any back-and-forth.

You can also integrate it into your church website. This will allow available dates and time slots of all church counselors to be displayed. Members who need counseling can book appointments based on the availability of each counselor, and counselors have the control of confirming or rejecting. With just a simple setup, you will have this fully automated.

The benefit of this is that you stay in control of your appointment bookings in a scalable way.

This is a list of some of the processes you can automate in your church to save more time, reduce stress and help your church run effectively. If you want to reduce the administrative paperwork of your church and adopt automated processes then you should check out Clarylife Global’s process automation features. We can organize your church and help with a structured system that ensures everything is in place.

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