Choir Genius
Help articles for the Choir Genius G4 productHelp for Members & Parents
Logging in, or requesting a new password
Guidance on logging into your site, or resetting your password
Accessing your assigned music
Open sheet music, play audio tracks, and download files
Import your ChoirGenius calendar events to a personal calendar
Learn how you can import your events into your google calendar, apple calendar, or other favourite personal calendar program
How to pay an invoice
Pay your invoices with ease by following these simple steps!
Manage your saved payment methods
How to save a payment methods to your profile and use them for paying invoices
Connected Apps
The Choir Genius App
It's free and works seamlessly with your site!
App: ChorusClass
Ready to practice your tracks?
Getting Started!
Video: Choir Genius Demo
a brief overview video the Choir Genius product
Billing information and Managing your Choir Genius Subscription
Paying for Choir Genius, reviewing past invoices, and updating card information
Setup Mode
Learn about setup mode, what it does, and how to take your site out of setup mode when you're ready
The Home Dashboard
the landing page for all of your logged-in accounts & members
Colourize your Members Only site
change your accent and action button colour for the internal theme of your site.
Setup Guidance for Community Choirs
Tips and handy tricks for choirs with a leadership team
Setup Guidance for Children's Choirs
Tips and handy pointers for choirs that have parents and children.
Accounts
What to do if you have members that use the same email address
Accounts require a unique email address - here's how to handle this requirement
Accounts Overview
Learn about managing your members and contacts, assigning roles, and account statuses
Managing Accounts
Learn about adding new accounts, editing information, and keeping everything up to date
Topic: Roles, Subgroups & Labels
How is each best used to organize your group
Importing Accounts
Helpful tips for smoothly and efficiently importing your members and contacts
Video: Parents & Children within Groups
a short video about organizing parent and child accounts within your groups
Customizing Account Profiles & Field Options
Need a custom field on your account profiles? Want to make certain fields mandatory? Or maybe hide a field? This page will tell you how!
Membership Records
Learn about membership records, how to approve them, sell them in the store, and how to add historical records to an account.
Minor Account Notifications
know when children have edited their profile
Music
Importing Music
Quickly import your music library information using a csv
Set Lists for music
organize your music into set lists for easy viewing
Adding music to your site
Learn about adding and /or importing your choir's music collection
Organizing your Music
Review, search and categorize your music
Organizing files on music pages
Adding descriptions for attached files, and choosing the order in which files appear
Places
Creating riser placements and standing arrangements for your members
Calendar & Events
Events
How to add, edit and delete events, and information on event notifications, and sending email to event invitees.
Importing Events
import your varied events quickly and easily
Attendance
Curious about how to track attendance for your events?
Time Slot Sign Ups
What they are, how they work, and what they can be used for
Volunteer Job Sign Ups
How to add them, how to review them, and what you can use them for.
Communication
Notifications
The when and how of who gets notified
Email & Mailing Lists
Email preferences, setting up mailing lists, tracking emails, and one-time email sending options.
Troubleshooting: Member not receiving emails
What to do when a user isn't receiving emails
Forms
Collect information from people with easy-to-build questionnaires
Bulletins
A useful tool for sharing information with account holders
Documents
Document Storage and Organization
A quick overview of how document storage works within your site.
Store
Product Type options & their settings
The store offers many product types, each with their own set of features. Learn about them and how to configure them in detail here!
Store Update - June 22 2023
A summary of the store updates and changes you can expect with the code rollout on June 22 2023
Store Configuration
Setting the store currency, tax percentages, membership policy, payment options, and storefront visibility options
Store Payment Methods
Decide if your store will accept cash, cards, bank transfers, or store credit as payment
Order Invoicing: Timing, Payment and Receipts.
a breakdown of invoice timing, including one time payments, and subscriptions with past or future start dates
Failed Payments, Processing Refunds and Manual Payments, Marking an invoice as void, and Resending Receipts and Tickets
Here's how to handle these "out-of-the-ordinary" situations quickly and easily
Product Purchase Notifications
Receive an email when someone purchases a particular product
Video: Orders & Invoices
a short video summary of orders and invoices
Video: Tickets
a short video about setting up ticket sales in your store
Video: Registration
a short video on how to set up your site for member registration
Reports
Reports
a brief overview of the available reports in Choir Genius and the info they provide
Public Site
Moving your site to a custom domain name
Make your site easier to find with a custom domain name
Adding a video or audio clip to your site
how to embed a video or audio player within your public site
Quick-start guide for setting up your public site
An intro to theme config, pages, menus, and blocks
Blocks
What they are and how to use them on the public site or home dashboards