Organization Settings

Configure your church's settings, permissions, and administrative preferences

Video Tutorials

Learn how to configure your organization settings

Settings Overview

Navigate the settings tabs and understand the configuration options.

Coming Soon
Permissions & Roles

Configure user roles and module-based permissions.

Coming Soon
AI & Recording Settings

Configure AI bots, Recording Studio, and cost management.

Coming Soon

Settings Overview Admin

Navigate the settings area and understand the configuration options available for your church.

Accessing Settings

1
Click Settings in Navigation

From any page, click Settings in the main navigation menu (gear icon).

[Screenshot: Settings page with all tabs visible]

Settings Tabs

Settings are organized into tabs. Click any tab to access its options:

Tab What You Can Configure
General Church name, address, phone, email, website, denomination
Branding Logo, primary/secondary colors, favicon, app theme
Giving Payment settings, causes, transaction fees, giving page customization
Communication Email/SMS providers, notification triggers, message templates
Recording Studio Enable/disable recording, AI models, transcription settings, cost caps
AI Features AI Bot configuration, model selection, feature toggles
Subscription Plan details, billing, usage statistics

General Information

1
Update Church Details

Click the General tab and update your church's core information:

  • Church Name: Your official church name
  • Address: Physical location for maps and directions
  • Phone: Main contact number
  • Email: Primary contact email
  • Website: Your church's website URL
  • Denomination: Optional denominational affiliation
  • Description: Brief description for your public profile
[Screenshot: General settings form]

Branding & Appearance

2
Customize Your Branding

Click the Branding tab to personalize your church's appearance:

Logo Upload

Upload your church logo in PNG or JPG format. Recommended size: 400x400 pixels with transparent background.

Color Theme

Choose colors that match your church's brand:

  • Primary Color: Used for buttons, links, and accents
  • Secondary Color: Used for backgrounds and highlights
Tip: Choose colors with good contrast for accessibility. Dark text on light backgrounds (or vice versa) ensures readability for all users.

Favicon

Upload a small icon (favicon) that appears in browser tabs. Recommended size: 32x32 pixels.

Saving Changes

After making changes on any tab, click Save to apply your updates. Some changes (like branding colors) may take a moment to propagate across the platform.

Communication Settings Admin

Configure email and SMS settings, notification triggers, and communication budgets.

Email Configuration

1
Access Communication Settings

Go to Settings > Communication to configure your messaging options.

[Screenshot: Communication settings page]

Email Provider

FaithfullyGiving handles email delivery automatically. Configure these options:

  • From Name: Name that appears in emails (e.g., "First Baptist Church")
  • Reply-To Address: Email address for replies
  • Email Footer: Custom footer text for all emails

SMS Configuration

SMS text messaging allows you to reach members instantly:

SMS Sender ID

Your church name or number that appears as the SMS sender. Note: Some carriers may display a generic short code instead.

SMS Budget

Set a monthly budget for SMS messages to control costs:

2
Set Monthly SMS Budget

Enter your maximum monthly spend for SMS messages. You'll receive a warning when approaching the limit.

SMS Pricing

SMS messages cost approximately $0.0075 per message segment. A standard message is up to 160 characters.

Notification Triggers

Configure which events automatically send notifications to members:

[Screenshot: Notification triggers settings with toggles]

Available Triggers

  • Giving: Donation receipts, recurring gift reminders, statement availability
  • Events: Event reminders (1 day, 1 hour before), RSVP confirmations
  • Duties: Duty assignment notifications, reminder before scheduled duty
  • Members: Welcome messages for new members, birthday greetings
  • Groups: Group invitations, meeting reminders
  • Prayer: New prayer request notifications for group members

Toggle each trigger on/off and select which channels (Email, SMS, Push) are used.

Message Templates

Customize the content of automated messages:

3
Edit Templates

Click Edit Template next to any message type to customize the subject, body, and tone.

Templates support variables like {{FirstName}}, {{EventName}}, and {{Amount}} that are automatically replaced with actual values.

Tip: Personalized messages with the member's name have higher engagement. Use {{FirstName}} at the beginning of messages when possible.

AI & Recording Settings Admin

Configure AI features, Recording Studio, model selection, and cost management.

AI Features

1
Access AI Settings

Go to Settings > AI Features to configure AI capabilities.

[Screenshot: AI Features settings page]

AI Bot

The AI Bot helps with content generation throughout the platform:

  • Enable AI Bot: Toggle AI assistance on/off for your church
  • Bulletin Generation: AI-assisted bulletin creation
  • Devotional Writing: Generate daily devotionals
  • Email Drafting: AI-powered email composition help

AI Model Selection

Choose the AI model for content generation:

Model Strengths Best For
GPT-4o Most capable, best quality Complex content, study guides
GPT-4 Turbo Fast, good quality General use, quick generation
Claude Nuanced, thoughtful Theological content, devotionals

Recording Studio Settings

2
Configure Recording Studio

Go to Settings > Recording Studio to manage recording and transcription settings.

Feature Toggles

  • Enable Recording Studio: Show/hide Recording Studio in the menu
  • Auto-Transcribe: Automatically transcribe new recordings
  • Auto-Generate Content: Automatically generate selected content types

Default Content Types

Pre-select which AI content types to generate for new recordings:

  • Outlines
  • Summaries
  • Key Points
  • Discussion Questions

Cost Management

3
Set Monthly Budget Cap

Enter a maximum monthly spend for AI and transcription features. When reached, these features are paused until the next billing cycle.

[Screenshot: Cost cap settings with budget input]

Cost Breakdown

  • Transcription: $0.02 per minute of audio
  • AI Content: ~$0.04 per content type generated
  • AI Bot Assistance: ~$0.01-0.05 per interaction
Example Monthly Cost

A church with 4 weekly sermons (30 min each) transcribed with 4 content types each would cost approximately: (4 × 30 × $0.02) + (4 × 4 × $0.04) = $2.40 + $0.64 = $3.04/month

Usage Alerts

Enable email alerts to notify administrators when usage reaches:

  • 50% of monthly budget
  • 75% of monthly budget
  • 100% of monthly budget (features paused)

Subscription & Billing Admin

Manage your subscription plan, billing information, and view usage statistics.

Viewing Your Plan

1
Access Subscription Settings

Go to Settings > Subscription to view your current plan details.

[Screenshot: Subscription overview showing plan, features, and billing]

Plan Information

View details about your current subscription:

  • Current plan name (Free, Standard, Premium)
  • Monthly/annual pricing
  • Included features
  • Usage limits and current usage
  • Next billing date

Changing Your Plan

2
Upgrade or Downgrade

Click Change Plan to view available plans and make changes.

Upgrading

When you upgrade:

  • New features are available immediately
  • You're charged a prorated amount for the remainder of your billing cycle
  • Future bills reflect the new plan price

Downgrading

When you downgrade:

  • Changes take effect at the end of your current billing period
  • You retain access to current features until then
  • Data is preserved, but some features may become read-only
Note: Before downgrading, ensure you're not exceeding the limits of the new plan (members, storage, etc.). Contact support if you need help migrating data.

Billing Information

3
Update Payment Method

Click Update Payment to change your credit card or billing details.

Billing History

View and download past invoices:

  1. Scroll to the Billing History section
  2. Click any invoice to view details
  3. Click Download PDF for your records

Usage Statistics

Monitor your platform usage:

[Screenshot: Usage statistics dashboard]
  • Members: Current vs. plan limit
  • Storage: Media storage used vs. limit
  • Transactions: Monthly transaction count
  • AI Usage: Transcription minutes and content generations
  • Communications: Emails and SMS sent this month
Tip: Review usage statistics monthly to ensure your plan meets your needs. If you're consistently approaching limits, consider upgrading before you hit them.

Settings Categories

Key areas you can configure

General Information

Church name, address, contact details, website, and denomination information.

Branding & Appearance

Logo, colors, themes, and custom styling for your church's presence.

Roles & Permissions

Admin, Moderator, and Member roles with module-based access control.

Communication

Email and SMS provider configuration, budgets, and service quotas.

AI Features

AI Bot configuration, model selection, and usage limits.

Recording Studio

Enable/disable Recording Studio, set defaults, and configure cost caps.

Related Resources

Getting Started
Notifications
Recording Studio

Need More Help?

Our support team can help you configure your settings.

Contact Support Back to Learn