Everything you need to get the most out of CongreSoft — features explained, steps outlined, questions answered.
CongreSoft is an all-in-one community management platform for churches, organisations, and membership groups.
Manage all your members, invitees, and archived records in one place.
Record and track who attends each event with full audit logs and reports.
Create and manage one-time or recurring events, track registrations, and view them on a calendar.
Schedule, assign, and track member follow-up visits and escalate issues to leadership.
Organise members into groups, manage assets, assign tasks, and build custom forms.
Accept online donations via Stripe, PayPal, or Paystack. Track giving history per member.
Create courses, assign them to members or workers, track quiz scores, and issue certificates of completion.
Build data-collection forms, share them publicly or internally, and analyse results with a built-in analytics dashboard.
Monthly summaries, trend charts, and exportable PDFs covering attendance, members, giving, and more.
Configure your organisation, manage user roles, set brand colours, and control plan features.
Quick answers to common questions about using CongreSoft.
Complete the 6-step workspace setup shown on your dashboard: add your first member, create a group, create an event, mark attendance, add a team member, and complete your organisation profile.
Go to Settings → Manage Roles & Access and click "Add User". Enter their email, assign a role, and they will receive an invitation email.
Click the logo in the top-left of the sidebar. A modal will appear where you can upload a new logo (PNG, JPG, WEBP, SVG, max 4 MB).
You can add them manually (People Directory → Add Member) or share an invite link. People who register via the link appear under "New Invitees" and must be promoted to become full members.
Yes. When you create a user account for someone with the "Member" role, they get a login that shows the Member Portal with their profile, events, giving history, and assigned courses.
Open the member profile and click Archive. All attendance records, giving history, and notes are preserved. You can restore them from People Directory → Archived Members at any time.
Yes. Attendance is always linked to an event. Go to Events → Create Event first, then open Attendance Manager and select that event.
Yes. Each worker records attendance for their allocated members. Records are merged under the same event in the admin view.
Use Analytics & Reports → Monthly Attendance Report and filter by event. Members not in the list are absent. You can then trigger a follow-up directly from there.
Yes. When creating an event, enable the "Recurring" option and choose the frequency (weekly, bi-weekly, monthly). Each occurrence appears as a separate entry on the calendar.
Member birthdays and wedding anniversaries stored in profiles automatically appear on the Calendar when you select the "Birthdays" or "Anniversaries" filter.
A follow-up is a planned visit or check-in assigned to a worker for a specific member. Admins schedule them; workers log the outcome (Completed, Pending, or Escalated).
Workers can flag a concern about a member (health issue, conflict, etc.) as an incident. Admins review and resolve incidents under Follow-Ups → Incident Reports.
Stripe, PayPal, and Paystack. You can connect all three simultaneously. Members choose their preferred method at checkout.
CongreSoft does not charge additional transaction fees. You pay only the standard rates set by your chosen gateway (Stripe/PayPal/Paystack).
Yes — you can scan the giving QR code and give without being logged in as a member.
Any user with a Member or Worker role can be enrolled in courses. Admins and SuperAdmins can also enrol themselves via My Courses.
Their enrolment status changes to "Completed" and they can download a branded Certificate of Completion showing their name, score, course title, date, and organisation logo.
Yes. When creating a course, set "Certificate valid for X months". After that period the certificate shows as expired on the certificate page.
The free trial is 15 days. You receive a sequence of onboarding emails during the trial. At day 15 you will receive a post-trial summary and an upgrade prompt.
Access is restricted to a read-only mode. Upgrade to a paid plan at any time under Billing & Support → Subscription & Billing to restore full access.
Yes. Go to Billing & Support → Subscription & Billing and select a new plan. Upgrades take effect immediately; downgrades apply at the next billing cycle.
Yes. For security, you are automatically logged out after 10 minutes of inactivity. Any unsaved work will be lost, so save frequently.
CongreSoft performs automated daily backups. Contact support if you need to restore data from a specific point in time.
Yes. Member lists, attendance records, giving reports, and form submissions can each be exported as CSV or PDF from their respective pages.
