Training your team on Relius
Software is only as good as the people using it. Use these session outlines to build confidence and buy-in with your staff.
Don't just email a login link and hope for the best. We recommend running these five short sessions over a week to get everyone up to speed.
Training Sessions
Session 1: The Basics
30 minGoal: Everyone can log in, navigate, and find a person.
- How to log in and set up 2FA
- Global search bar basics (cmd+k)
- Updating your own profile
- Mobile app installation
Session 2: People & Care
45 minGoal: Staff can enter pastoral notes and manage groups.
- Anatomy of a Person Profile
- Adding a pastoral note (and privacy settings)
- Creating a small group
- Emailing a group of people
Session 3: Events & Check-ins
30 minGoal: Volunteers can run Sunday morning check-in.
- Creating a calendar event
- Setting up a check-in kiosk (iPad/Computer)
- Checking in a family
- Printing labels
Session 4: Giving & Reports
30 minGoal: Finance team can process batches and run reports.
- Entering a manual batch (cash/checks)
- Viewing online transaction logs
- Generating a weekly giving report
- Sending year-end statements
Session 5: AI Superpowers
45 minGoal: Pastors can use AI to save time on admin and content.
- Using Sermon Planner to brainstorm outlines
- Generating social media posts from sermon notes
- Analyzing prayer request trends
- Using AI to find volunteer matches
Change Management: Talking Points
Change is hard. Here is how to answer the "Why are we switching?" question.
"Why do we need a new system?"
"Our old system was a digital filing cabinet—good for storing data, but it didn't help us actually minister to people. Relius helps us see who is falling through the cracks and frees us up from admin work so we can spend more time with people."
"Is my data safe?"
"Yes. Relius uses bank-level encryption and we have strict permission controls so only the right people see sensitive pastoral notes."
Resources for your team
Want a Relius expert to train your team?
We offer live remote training sessions for church staffs.
Book a training session