You can enable several options when creating a Group or later by editing it in your ChMS database. These options are designed to increase interaction within your Community and allow members to connect with each other. Before proceeding, ensure you have access to Groups and are familiar with the basic steps for creating a group.
Edit Group Settings
- Navigate to Groups in the left sidebar and select List.
- Click the Pencil icon next to the group you want to edit.
- Group Settings are broken up into three sections:
- Group Information
- Attendance and Check-In
- Properties and Settings
Group Information
- Group Name: Appears on the Group List page and throughout the software. Use clear, concise naming conventions.
- Group Image: Upload an image to represent the group. Drag and drop a file or click Choose File. Images must be under 5MB and in PNG or JPEG format. For best results, use an image sized 1920 x 1080 px (width x height).
- Choose Leader(s): Assign leaders who can manage attendance, communication, and more.
- Description: Briefly describe the group's purpose. This is publicly visible if the group appears in the Group Finder.
- Address and Group Meet Time: Optional fields for visibility in the Group Finder and Check-In scheduling.
Pro Tip: Adding a group image helps you and your community visually identify groups at a glance.
Attendance and Check-In
- Track Individual Attendance: Toggle on to record attendance for each member.
- Recording Absences: Choose from three absence settings when individual attendance is enabled.
- Use for Check-In: Toggle on to enable Check-In via web, app, or kiosk.
- Label Format and Exceptions: Configure name tags and security labels.
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Check-In Visibility: Control when the group appears for Check-In (always, or based on meeting time).
- Important: Check-In Visibility options (when groups appear within Check-In and for whom) are subject to any Check-In Station Settings in place.
Properties and Settings
Group Properties
Apply customizable Properties for filtering, reporting, and Check-In control.
Group Finder Options
Allow individuals to request to join: The Group leader will be emailed to take action. This will also make the Group show on the Group finder.
Allow individuals to add themselves: The group leader will be emailed, but the person will be added to the group automatically. This will make the Group show on the Group Finder.
Maximum number of individuals: This field will only be active if individuals can add themselves. This limits total group membership, not just the number of individuals that can add themselves. Once the maximum is reached, the group will not be visible in Group Finder.
Additional Settings
Make Group visible to Group members: If an individual logs in, they will see they are a member of this group
Make Group members and leaders visible to Group members: If a group member logs in, they will be able to see they are a member of this group and also see other individuals in the group
Archive Group: This will prevent the Group from appearing in Groups lists by default. All future events on the calendar will be removed. See this article for more information.
Important Notes
- Most groups only need basic settings such as a name, a leader, and properties.
- Check-In visibility depends on both group and station settings.
- Archiving retains attendance history and group details.
Troubleshooting
Group not appearing in Check-In
Verify Check-In visibility settings and station permissions.
Labels not printing correctly
Review label format and exceptions in group settings.
FAQ
Can I clone a group to save time?
Yes. Use the Clone Group icon to duplicate settings for similar groups.
What happens if I archive a group?
Archiving hides the group but retains historical data, such as attendance.
How do I control who sees group members?
Use visibility settings under Properties and Settings to manage member and leader visibility.
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