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.



Getting Started

Tutorials and demonstrations to get you started with your new Connection Card Pro account!
Account Setup

Initial steps to set up your account or import existing data.
Billing, Plans & Account

Managing your account, subscription and billing information.
Accounting & Bookkeeping

Setting up and managing your books and financial records through Connection Card Pro.
Giving and Online Payments

Setting up and managing donations, online giving, and payment processing. Includes generating year-end receipts and giving statements.
Background Checks

Recording and managing background checks or mandated reporter requirements for volunteers and leaders.
Check-ins & Kiosk

Set up a self-serve kiosk or service counter to run check-ins.
Communication

Emails, text messages, letter preparation, and communication settings.
Custom Forms

Creating forms and surveys using custom forms.
Dashboard

Events & Registrations

Flows / Order of Service

General Settings

Groups

Label Printers

Setting up your account to work with Dymo or Brother label printers.
People

Personal Hub

Prayer Needs

QR Codes

Recording and Tracking Attendance

Running Reports

Signup Kiosk App

Uploaded and Generated Files

Websites

Use Connection Card Pro to build a beautiful and simple website for your church or ministry.
Troubleshooting