Help for Members & Parents

Logging in, or requesting a new password

Guidance on logging into your site, or resetting your password

Written by Sharlene Kowk
Updated 2 months ago

Accessing your assigned music

Open sheet music, play audio tracks, and download files

Written by Sharlene Kowk
Updated 1 month ago

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

Written by Sharlene Kowk
Updated 6 months ago

How to pay an invoice

Pay your invoices with ease by following these simple steps!

Written by Sharlene Kowk
Updated 1 year ago

Manage your saved payment methods

How to save a payment methods to your profile and use them for paying invoices

Written by Sharlene Kowk
Updated 1 year ago

Connected Apps

The Choir Genius App

It's free and works seamlessly with your site!

Written by Sharlene Kowk
Updated 1 month ago

App: ChorusClass

Ready to practice your tracks?

Written by Sharlene Kowk
Updated 1 year ago

Getting Started!

Written by Sharlene Kowk
Updated 1 month ago

Video: Choir Genius Demo

a brief overview video the Choir Genius product

Written by Sharlene Kowk
Updated 1 month ago

Billing information and Managing your Choir Genius Subscription

Paying for Choir Genius, reviewing past invoices, and updating card information

Written by Sharlene Kowk
Updated 1 month ago

Setup Mode

Learn about setup mode, what it does, and how to take your site out of setup mode when you're ready

Written by Sharlene Kowk
Updated 6 months ago

The Home Dashboard

the landing page for all of your logged-in accounts & members

Written by Sharlene Kowk
Updated 1 month ago

Colourize your Members Only site

change your accent and action button colour for the internal theme of your site.

Written by Sharlene Kowk
Updated 6 months ago

Setup Guidance for Community Choirs

Tips and handy tricks for choirs with a leadership team

Written by Sharlene Kowk
Updated 7 months ago

Setup Guidance for Children's Choirs

Tips and handy pointers for choirs that have parents and children.

Written by Sharlene Kowk
Updated 7 months ago

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

Written by Sharlene Kowk
Updated 1 month ago

Accounts Overview

Learn about managing your members and contacts, assigning roles, and account statuses

Written by Sharlene Kowk
Updated 7 months ago

Managing Accounts

Learn about adding new accounts, editing information, and keeping everything up to date

Written by Sharlene Kowk
Updated 3 weeks ago

Topic: Roles, Subgroups & Labels

How is each best used to organize your group

Written by Sharlene Kowk
Updated 1 month ago

Importing Accounts

Helpful tips for smoothly and efficiently importing your members and contacts

Written by Sharlene Kowk
Updated 3 months ago

Video: Parents & Children within Groups

a short video about organizing parent and child accounts within your groups

Written by Sharlene Kowk
Updated 1 year ago

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!

Written by Sharlene Kowk
Updated 3 weeks ago

Membership Records

Learn about membership records, how to approve them, sell them in the store, and how to add historical records to an account.

Written by Sharlene Kowk
Updated 7 months ago

Minor Account Notifications

know when children have edited their profile

Written by Sharlene Kowk
Updated 1 year ago

Music

Importing Music

Quickly import your music library information using a csv

Written by Sharlene Kowk
Updated 5 months ago

Set Lists for music

organize your music into set lists for easy viewing

Written by Sharlene Kowk
Updated 6 months ago

Adding music to your site

Learn about adding and /or importing your choir's music collection

Written by Sharlene Kowk
Updated 5 months ago

Organizing your Music

Review, search and categorize your music

Written by Sharlene Kowk
Updated 1 year ago

Organizing files on music pages

Adding descriptions for attached files, and choosing the order in which files appear

Written by Sharlene Kowk
Updated 1 year ago

Places

Creating riser placements and standing arrangements for your members

Written by Sharlene Kowk
Updated 11 months ago

Calendar & Events

Events

How to add, edit and delete events, and information on event notifications, and sending email to event invitees.

Written by Sharlene Kowk
Updated 1 month ago

Importing Events

import your varied events quickly and easily

Written by Sharlene Kowk
Updated 1 month ago

Attendance

Curious about how to track attendance for your events?

Written by Sharlene Kowk
Updated 1 month ago

Time Slot Sign Ups

What they are, how they work, and what they can be used for

Written by Sharlene Kowk
Updated 8 months ago

Volunteer Job Sign Ups

How to add them, how to review them, and what you can use them for.

Written by Sharlene Kowk
Updated 8 months ago

Communication

Notifications

The when and how of who gets notified

Written by Sharlene Kowk
Updated 1 year ago

Email & Mailing Lists

Email preferences, setting up mailing lists, tracking emails, and one-time email sending options.

Written by Sharlene Kowk
Updated 2 weeks ago

Troubleshooting: Member not receiving emails

What to do when a user isn't receiving emails

Written by Sharlene Kowk
Updated 5 days ago

Forms

Collect information from people with easy-to-build questionnaires

Written by Sharlene Kowk
Updated 6 months ago

Bulletins

A useful tool for sharing information with account holders

Written by Sharlene Kowk
Updated 1 year ago

Documents

Document Storage and Organization

A quick overview of how document storage works within your site.

Written by Sharlene Kowk
Updated 1 year ago

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!

Written by Sharlene Kowk
Updated 7 months ago

Store Update - June 22 2023

A summary of the store updates and changes you can expect with the code rollout on June 22 2023

Written by Sharlene Kowk
Updated 7 months ago

Store Configuration

Setting the store currency, tax percentages, membership policy, payment options, and storefront visibility options

Written by Sharlene Kowk
Updated 7 months ago

Store Payment Methods

Decide if your store will accept cash, cards, bank transfers, or store credit as payment

Written by Sharlene Kowk
Updated 1 year ago

Order Invoicing: Timing, Payment and Receipts.

a breakdown of invoice timing, including one time payments, and subscriptions with past or future start dates

Written by Sharlene Kowk
Updated 7 months ago
Written by Sharlene Kowk
Updated 8 months ago

Product Purchase Notifications

Receive an email when someone purchases a particular product

Written by Sharlene Kowk
Updated 1 year ago

Video: Orders & Invoices

a short video summary of orders and invoices

Written by Sharlene Kowk
Updated 1 year ago

Video: Tickets

a short video about setting up ticket sales in your store

Written by Sharlene Kowk
Updated 1 year ago

Video: Registration

a short video on how to set up your site for member registration

Written by Sharlene Kowk
Updated 6 months ago
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Reports

Reports

a brief overview of the available reports in Choir Genius and the info they provide

Written by Sharlene Kowk
Updated 1 month ago

Public Site

Moving your site to a custom domain name

Make your site easier to find with a custom domain name

Written by Sharlene Kowk
Updated 1 year ago

Adding a video or audio clip to your site

how to embed a video or audio player within your public site

Written by Sharlene Kowk
Updated 1 year ago

Quick-start guide for setting up your public site

An intro to theme config, pages, menus, and blocks

Written by Sharlene Kowk
Updated 1 month ago

Blocks

What they are and how to use them on the public site or home dashboards

Written by Sharlene Kowk
Updated 1 month ago