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Overview

Services

Services
Access:Super AdminLead PastorPastorElderFinance AdminFinance UserReporting OnlyWorship LeaderTeam Leader

The Services view is a cross-module command centre that brings together data from Steward (giving), Gather (attendance), and Serve (volunteers) into a single, unified list. Every service instance in your church calendar gets one row showing all three data points side by side — giving you a complete picture of each service at a glance.

Getting Here

Navigation: Services (in the header)

The Services link appears in the main header navigation. It is separate from any individual module — it aggregates data across Steward, Gather, and Serve.

What You See

The page displays a list of service instances grouped by week (Upcoming, This Week, Last Week, then by month). Each service card shows:

  • Date and time — When the service is or was scheduled
  • Service name — The name from the service pattern (e.g., “Sunday Morning”)
  • Campus — Which campus this service belongs to
  • Attendance — Total headcount (visible to pastoral roles)
  • Total Giving — Combined giving amount in CAD (visible to finance roles)
  • Volunteers — Filled vs. total volunteer slots (visible to serve roles)

KPI Strip

At the top of the page, up to four KPI cards are shown depending on your role:

  • Avg Attendance — 12-service average attendance with trend indicator
  • Avg Giving / Service — 12-service average giving per service
  • Volunteer Fill Rate — Percentage of slots filled over the last 4 services
  • First-Time Visitors — Number of FTVs this month

Filtering

Use the search bar to find services by name or date. Filter chips let you narrow the list quickly:

  • All services — No filter applied
  • Upcoming — Future services only
  • This week — Services within 7 days in either direction
  • Completed — Past services that have been marked complete
  • Service type chips — Filter by service pattern name (e.g., “Sunday Morning”, “Wednesday Evening”)

Role-Based Visibility

The Services page is accessible to any authenticated user, but the data columns shown depend on your role:

  • Giving data — SUPER_ADMIN, LEAD_PASTOR, PASTOR, FINANCE_ADMIN, FINANCE_USER, REPORTING_ONLY
  • Attendance data — SUPER_ADMIN, LEAD_PASTOR, PASTOR, ELDER
  • Volunteer data — SUPER_ADMIN, LEAD_PASTOR, PASTOR, ELDER, TEAM_LEADER, WORSHIP_LEADER

Pages in This Section

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