Getting started in ChaiTrack™ is easy!  Once you register, your congregation's account is automatically set up and you can login immediately!

Once you login for the first time, here are a few first steps you'll want to take.

1. Update your Congregation's settings:  Select Settings from the Congregation menu.  Check the settings for your congregation and make changes as needed.  Don't forget to save any changes before going to the next step.
    
2. Start adding members:  Select Members from the Congregation menu. Click the Add a Membership button to start the Wizard, which will walk you through adding all the members, one membership (family) at a time.  
    
3. Enter life-cycle events & yahrzeits:  Select Life-Cycle Events or Yahrzeits from the Congregation menu.  Select a member from the list on the left, then click the Add a New Event... or Add a New Yahrzeit... as appropriate, and enter the requested information.  Repeat this for each event or yahrzeit for each member. 
    
4. Enter your mailing list:  Like most congregations, you probably have people who are on your mailing list who are not members.  ChaiTrack™ has a mailing list feature to allow you to connect & communicate with these people too!  Select Mailing List from the Congregation menu, click the Add to mailing list button and enter as many names as you like.  
    
5. Create additional user logins and set up access privileges:  Unless you're the only person who will be using the system for your congregation, create a login for each additional user by selecting User Logins from the Congregation menu.  Select a member to create the login for, fill in all the boxes, then select one or more roles for this user.  Each role conveys a set of privileges on the system to a user.  The Congregation Administrator role has full access to all functions, so assign this role carefully.  For all other roles, you control which privileges are available to your users by clicking on the Change Role Permissions button. See the chapter on User Logins for more details.
    
6. Run reports:  To check your work, select Reports from the Congregation menu, then select and run the Membership Details, Member Life-Cycle Events, Yahrzeits and Mailing List reports.  Compare the reports to your original data.  You can go back to the applicable pages to correct any errors.