Enabling small group sign up through My ChurchSuite

In this article

Overview of the My ChurchSuite group sign-up functionality
Overview of the sign-up user experience
Enabling My ChurchSuite sign-up functionality (module settings)
Enabling My ChurchSuite sign-up functionality for a small group

Overview of the My ChurchSuite group sign-up functionality

In addition to enabling sign up for small groups through Embed and Connect, you can also run small group sign-up through the member-facing My ChurchSuite, which members can access via their web browser and our iOS/Android apps, logging in with their email address and password. Access to My ChurchSuite is by an invitation process - see the related support articles for further information.

With My ChurchSuite access enabled for small groups in the module's My ChurchSuite options the My Groups section of My ChurchSuite includes a Sign Up section listing all your small groups available for sign up.

Members can click through for More information and sign-up with a single button click.

Overview of the sign-up user experience

The user experience of signing up to a small group through My ChurchSuite works in exactly the same way as the Connect Group List and Small Group Embed. However, since each member has logged in to My ChurchSuite their identity is known, so there is no 'sign up form' to complete. Instead, when the member clicks to Sign Up they are immediately signed up and a success message is displayed on the screen to confirm.

The sign-up is added to the group member list - either with a pending or active group member status (depending on the group's sign-up settings) and a 'Joined group' Key Date is added against their profile in the Address Book module. A sign-up notification is sent to those group members whose role permissions have Notify of sign up enabled - ideal for keeping group leaders in the loop so they can extend a welcome to the new group member.

When using the Small Group Capacity feature you can cap the number of sign-ups. Once a group is full no further sign-ups are permitted; although group members can be manually added within ChurchSuite by a Small Groups module User, effectively allowing them to override the group's maximum capacity. Similarly, group members with Edit Group Details role permissions (such as leaders) can also override the group's capacity and add further members to their group too.

Enabling My ChurchSuite sign-up functionality (module settings)

Head into the Small Groups module's settings via the cog-wheels icon in top right corner of the module and click on the My ChurchSuite Options tab.

In the Settings section ensure that Enable My ChurchSuite access is enabled - without this the My Groups section will not be available within My ChurchSuite. While you're here, optionally tick to Enable attendance submission and Enable cluster oversight as appropriate.

Group members with Edit Group Details role permissions are able to manage their group's Member list and Group details within My ChurchSuite. You can control the Editable Fields, Custom Fields and Details Visible that those with role permissions can interact with in My ChurchSuite. Some customers want group leaders to be able to fully manage their small groups themselves while others prefer that only certain group details can be managed - set the module settings as appropriate to your context. Note that these settings apply to all small groups visible in My ChurchSuite and cannot be determined on a group-by-group basis.

Scroll down the My ChurchSuite Options page to the Group Sign-Up section and optionally customise the message displayed at the top of the Sign Up section on the My Groups page in My ChurchSuite. For example, it may be helpful to give some brief instructions about selecting a group, or you could encourage potential sign-ups by mentioning your small group ministry vision.

The Show groups setting (shown above) enables you to set whether Active or Active & Future groups should be displayed in My ChurchSuite. My ChurchSuite will still respect each group's individual group visibility settings so only active or future groups set as Show in My ChurchSuite will be shown based on this module setting. In this way, you can choose to show some future groups where sign-up hasn't yet begun, but hide others until sign-up begins or the group starts. Note also that the Group Email feature is only available when the group is active and during the sign-up period - attempting to send a group email to a future group email address will result in a rejection email coming back. This means future group leaders can only email their future group members once sign up has begun or the group is active.

Multi-site accounts can also select whether to Allow sign-ups from "Just the member's site" or "All sites".

Save any changes before navigating away from the My ChurchSuite Options page.

Enabling My ChurchSuite sign-up functionality for a small group

Enabling sign-up via My ChurchSuite is done on a group-by-group basis, making it possible to enable sign-up on some groups but not others, if you wish. From a group's "View" page in the Small Groups module click the Edit button.

On the Edit group pop-up, scroll down to the Visibility section and tick Show in My ChurchSuite to make the group visible in My ChurchSuite to group members, and also tick Sign up through Group page and Sign up through My ChurchSuite in the Sign-Up section to have the group show in the Sign Up section on the My Groups page in My ChurchSuite.

Where Sign-Up has been enabled specify the Dates within which the sign-up period is to be active for (this can be open-ended, but a start date is required). Optionally set a sign-up Capacity for the group. The Member List setting determines when group members are able to view the list of their fellow group members in My ChurchSuite. You can also set the default Member Status assigned to new sign-ups - people can be added to the group as Active members, or they can be added with a Pending status requiring a group leader with Edit Group Details role permissions to approve the new member and set them active.

Remember to save any changes made to a group before navigating away from the page. Repeat the above steps for each small group. Now, when viewing the My Groups page in My ChurchSuite, people will be able to view and sign up to the groups listed in the Sign Up section.

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