Connection Card Pro Help & Documentation

Help & User Documentation

Help files and videos can be found here to help you make the most of Connection Card Pro.



Account Setup

Initial steps to set up your account or import existing data.
Accounting & Bookkeeping

Background Checks

Recording and managing background checks or mandated reporter requirements for volunteers and leaders.
Billing and Plan Information

Check-ins & Kiosk

Communication

Emails, letter preparation, communication settings, and digital guest cards.
Custom Forms

Creating forms and surveys using custom forms.
Dashboard

Emails

Emails, letter preparation, communication settings, and digital guest cards.
Events & Registrations

Flows / Order of Service

General Settings

Groups

Label Printers

Setting up your account to work with Dymo or Brother label printers.
Online Giving and Payments

People

Personal Hub

Prayer Needs

QR Codes

Recording and Tracking Attendance

Running Reports

Signup Kiosk App

Text Messages

Troubleshooting

Uploaded and Generated Files