Where do I find…?
Use this page when you know what you want to do but not where to start. Labels below match the current Connect screens.
Events and plans
| I want to… | Start here | Choose | If it does not work |
|---|---|---|---|
| Create one service | Agenda | Plan service → One-time | Check the active organisation and event limit |
| Create a repeating series | Agenda | Plan service → a recurrence → review preview dates | Check timezone and preview before creating |
| Reuse a previous event | Select an event on Agenda | Create another like this | Individual people, replies, guests, and files are intentionally not copied |
| Start from a template | Agenda | Plan service → Saved templates under Start with | Confirm a template was saved and the plan allows another template |
| Find a past event | All events | Past or All, then search | Search by title or displayed date and clear filters |
| Edit the order of service | Open the event | Plan | Owners, admins, and editors can edit; invitees need Collaboration enabled for that event |
| Let invitees edit one event | Open the event as an owner, admin, or editor | More actions → Sharing & access → Collaboration | Off by default; when enabled, all active invitees including guests can work on this event |
| Add a song to the plan | Open an item in Plan | Search and select the shared song record | Add or correct the song under Songs first |
| Add a file to one item | Open the event | Plan → the item’s paperclip | Edit access and free space in the organisation’s 50 GB media quota are required |
| Add a file for the whole event | Open the event | Plan → Attachments in the sidebar | Check event access and remember the 30-day retention period |
| Copy an outline to other events | Open the source event | More actions → Copy outline to events | Default Replace existing outline permanently removes the target Plan and its item files; use Merge (append) to keep it, then check for duplicates |
| Share the date without giving access | Select the event | Calendar QR code | The QR adds calendar details; it does not open the event plan |
Rosters and volunteers
| I want to… | Start here | Choose | If it does not work |
|---|---|---|---|
| Add a team to one event | Open the event | Team & roles → Add team | Check that you can edit the event |
| Assign a person or group | Open the event or Rostering | Select the role or Rostering cell | Resolve red Unavailable warnings before inviting |
| Define a team’s serving pool | Rostering | Open team settings → Who can serve | Add at least one person or group |
| Plan several rosters | Rostering | Set teams and weeks → Plan roster | Check the selected teams, visible weeks, and each serving pool |
| Request availability | Rostering | Plan roster → Request availability | Complete is required; add missing email addresses and retry failed deliveries |
| Send roster invitations | Open the event | Scheduled teams → Send invite beside one person, invite one team, or Invite all volunteers | Check delivery results and email privacy setup; resending does not override an unsubscribe |
| Replace someone who declined | Open the event or Rostering | Select the assignment → Replace | Confirm the replacement is available before inviting |
| Schedule a roster reminder | Open the event | More actions → Set reminder | People without email are skipped; set a new reminder after fixing an address |
| Review volunteer proposals | Select Needs attention on Agenda, or the bell | Open the proposal | Accepting creates an assignment; a proposal alone does not |
People, groups, teams, and songs
| I want to… | Start here | Choose | If it does not work |
|---|---|---|---|
| Add one person | People | Add person, or press N | The current plan may limit the number of people |
| Import people | People | Table options → Import members | Resolve invalid and duplicate rows in review; import sends no invitations |
| Archive or restore someone | People | Open the person; include archived people to restore | Permanent deletion is available only after archiving |
| Create a group | People | Select at least two people → Member actions → Create group from selected | Select two or more people first |
| Open a group | Press Command+K or Ctrl+K | Search the group name | Enter at least two characters and check the organisation |
| Turn a group into a team | Open the group | Make team (schedulable in Rostering) | If the action is missing, the group is already linked to an active team |
| Edit a team | Rostering | Open team settings → Who can serve | Removed teams are inactive but their history remains |
| Add or edit a song | Songs | Add song, or select a song | Wait for the saved indicator before leaving |
| Find songs that contain chords | Songs | Chords | Use [C]word, a valid chord-only or chord-grid line, or a saved analysis; [Chorus] is only a section label |
| Import a song text file | Songs | Drag in or select a .txt file | Re-parse and review title, author, sections, and chord markers |
| Import a printed song | Songs | Add song → Import photo or PDF | An active Complete subscription is required; crop one song and review the recognised draft before saving |
| Pair a translation | Open a song | 2nd language → choose or drag a translation | Review stanza and line-count warnings; finish saving both drafts |
| Change a shared song’s key | Open a song | Default key | Check an estimated key; a known source key lets Connect transpose the stored chords |
| Prepare a band’s songs | Songs → Setlists | Create setlist, select and order songs, then Save setlist | Back/Cancel keeps a private draft; songs remain in the shared library |
| Practise without Presenter | Open a setlist | Start setlist or Live | Use My chords for a temporary personal key |
| Follow the same song together | Setlists or WorshipAssist | Play together | A session manager starts the team session; guest QR links grant session reading only |
| Find or download church media | More → Media | Across services or By service → select files → Download selected | Check expiry and browser download limits; new uploads require an active Complete subscription |
Access, calendars, and billing
| I want to… | Start here | Choose | If it does not work |
|---|---|---|---|
| Switch organisation | Header | Select the organisation name | Confirm the organisation before any bulk or destructive action |
| Invite an Editor or Admin | Profile menu → Settings | Team access | The recipient must accept, even with an existing SundayAssist account; the invitation expires after 24 hours |
| Set up organisation emails | Profile menu → Settings | Church email & privacy | An owner or admin records the actual basis, evidence, privacy notice, and contact before sending |
| Change organisation details or timezone | Profile menu → Settings | Organisation details | Recheck the timezone before creating recurring dates |
| Import Google events | Agenda | Import from Google | Connect and save the correct calendar in Settings → Google Calendar |
| Publish Connect events to Google | Profile menu → Settings | Google Calendar → Import + sync | The Google account must be able to edit that calendar; use Sync now |
| Review or change the plan | Profile menu → Settings | Plan & billing | Sync subscription status after payment; do not repeat checkout |
| Export organisation data | Profile menu → Settings | Organisation details → data export | Reference-only JSON; it cannot restore an organisation, so download attachments separately and read the listed exclusions |
| Delete the organisation | Profile menu → Settings | Danger zone | Export first; deletion has no restore action |
Volunteer workspace
| I want to… | Start here | Choose | If it does not work |
|---|---|---|---|
| Accept or decline | My serving (or My schedule for guests) | Accept or Decline | Ask the organiser to resend an expired or missing invitation |
| See my upcoming service | My serving (or My schedule for guests) | Select an accepted or confirmed service | Check Past services for an earlier accepted or confirmed date |
| Add available or unavailable dates | Availability | Available or Unavailable, then a quick range or custom dates | Also decline any existing invitation you cannot fulfil |
| Volunteer for a gap | Open roles | Select an amber opening in an accessible event within 90 days | A proposal is not an assignment until an organiser accepts it |
| Send a general proposal | Propose | Optional event, role, and note | External collaborators cannot propose for organisation-wide roles |
| Update my contact sharing | Settings → Privacy & sharing | Email and phone sharing controls | Ask an organiser to correct the email used for access |
| Browse the volunteer directory | People | Search visible names, email, or phone | Each person decides independently whether their email and phone are shared |
| Add or edit a shared song | Songs | Add song, or select a song → Edit → Save changes | Your draft stays local until saved; resolve a newer-version warning before overwriting |
| View an invited event | My serving (or Events for guests) | Open the event’s Plan | Read-only by default; an owner, admin, or editor must enable Collaboration before you can edit |
| Stop organisation emails | Any organisation email | Open the unsubscribe link and confirm | No sign-in required; this does not decline assignments or stop login emails you request yourself |
Search and recovery
| I want to… | Start here | Choose | If it does not work |
|---|---|---|---|
| Find anything quickly | Press Command+K or Ctrl+K | Enter at least two characters | Search fewer words and confirm the organisation |
| Review recent changes needing attention | Bell | Select a decline, acceptance, or proposal | Read status is specific to this browser |
| See keyboard controls | Press ? outside a text field | Shortcut list | Click outside the field and try again |
| Recover a stale event | Open event | Wait for Live sync, then reopen | Repeat only a change that showed an error |
| Check Presenter readiness | Open event | Presenter | If the event changed after sync, sync it again from Presenter |