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Member Guide (My Profile)

Your dashboard, profile, giving, groups, chat, directory, classes, and volunteering.

Overview

This chapter is for regular church members. Your member portal is your private space inside Church Genius Pro — view your profile, give online, see your contribution history, manage groups, and connect with others.

Your Dashboard

When you log in, your Dashboard greets you with the things most relevant to your church life:

  • Today's and upcoming events.
  • Recent announcements from leaders.
  • Quick links to your most-used pages.
  • Birthdays and anniversaries — yours and your family's.

Tip: You can customise your Dashboard — drag and drop widgets to your preferred order, or hide ones you don't use. Your layout is saved automatically.

Profile and Family

Click My Profile in the side menu to see your personal information. From here you can:

  • Update your contact details (phone, email, address).
  • Upload a profile photo.
  • View your family members.
  • See your member type and family role.

Note: Some fields may be locked — your church administrator manages them. If something is wrong, contact the church office to update.

Contributions and Pledges

The Contributions tab in your portal shows everything you've given to the church.

Give online

  • Click Give from the top of the Contributions page.
  • Choose the fund you want to give to (General Fund, Building Fund, etc.).
  • Enter an amount and choose either one-time or recurring monthly giving.
  • Enter your card details (handled securely by Stripe).
  • Click Give Now. You'll receive an emailed receipt.

View your contribution history

Below the Give section is a list of every contribution on file, with date, purpose, and amount. Filter by year using the dropdown.

My Pledges

If your church runs pledge campaigns and you've pledged, the My Pledges card shows:

  • Total amount pledged.
  • Amount given so far.
  • Balance still pending.
  • A progress bar for each campaign you're part of.

Tax statement

Need your year-end giving statement for tax purposes? Click Generate next to the Financial Report card. Choose the tax year and click Generate. A complete statement opens that you can print or save as a PDF.

Groups

Open Groups from the side menu to see every group you belong to. Inside a group you can:

  • See the member list.
  • Send a message to the whole group.
  • Send a private message to a single member.
  • Read group announcements from leaders.

Members Chat

Stay in touch with your church family through built-in messaging.

  • Click Chat from the side menu.
  • Search for a member by name.
  • Start a new conversation — or join an existing group chat.
  • Type your message and press Send.

Member Directory

Need to reach someone? The Member Directory lets you search the whole congregation (with privacy controls — members who opt out of the directory won't appear). From a member's entry you can email or message them directly.

Classes

If you teach a class — Sunday school, Bible study, discipleship — the Classes page shows your students, lesson plans, exams, and grades.

Volunteering

See your volunteer assignments and update your interests from the Volunteer page (also covered in Chapter 5).

Switching between accounts

If you have more than one account — for example, a personal member account and a staff account — you can switch without logging out.

  • Click your profile picture in the top right.
  • Choose Switch Account.
  • Pick the account you want to use.