What Vestry does

One directory for everyone connected to the church — members, regulars, visitors and enquirers — instead of the office spreadsheet, the rota list and the newsletter list all disagreeing.

• ✓Contacts with tags, custom fields and saved segments ("members in a home group who gave last year").
• ✓Households and family links; birthdays and anniversaries on a monthly card.
• ✓Home groups and ministries with leaders and meeting times, plus per-group reports.
• ✓Visitor follow-up: new sign-ups move through welcome stages to membership.
• ✓Weekly attendance counts that feed the Church of England Statistics for Mission return.
• ✓Import from a spreadsheet, export to CSV, find and merge duplicates.

The church diary, with a public What's On page and event registration that update themselves from the same entries.

• ✓Services, events and private entries, with your own colour-coded event types.
• ✓Events can be opened for public registration with a capacity — RSVPs land in Vestry.
• ✓A church event can reserve rooms, or block out the whole building for several days (a holiday club or festival), so no hire can be booked over it.
• ✓Public calendar feed for phones and websites; internal notes stay private.
• ✓Printable week views for the noticeboard.

Who's on this Sunday, with the gaps obvious at a glance and volunteers able to fill them themselves.

• ✓Roles per service; unfilled slots are flagged on the dashboard.
• ✓Volunteers sign up for open slots, or drop one they can't make, from their own portal.
• ✓Clash warnings if someone is put on two roles at once; templates generate a quarter's rotas from a pattern.
• ✓Automatic reminder emails before a duty.

Room hire from first enquiry to paid invoice, on a room-by-week diary the office can trust.

• ✓One-off and standing hires (weekly, fortnightly, monthly) that fill the diary about six months ahead and stay in step when the pattern changes.
• ✓Clash detection across rooms, including linked spaces such as a hall with a divider.
• ✓Public booking page where hirers see availability and request a slot; the office approves.
• ✓Hirer records, room rates, quotes and invoices with VAT, online card payment through the church's own Stripe, and automatic overdue reminders.
• ✓Key holders, per-booking checklists and a printable invoice work-list.

Plan the service, keep the CCLI return honest, and give the AV team something to follow.

• ✓Song library with CCLI usage logged automatically as songs are used.
• ✓Service planner: songs, readings, talk and who's doing what, printable as a run sheet or exported for projection.
• ✓Sermon archive with passage, speaker and media link; a resource library of liturgies and outlines.

Every gift recorded once, funds tracked to target, and Gift Aid claimed without re-keying.

• ✓Record cash, cheque and standing-order gifts; card and recurring giving through a public giving page and QR codes.
• ✓Funds with targets and progress; pledges and stewardship campaigns.
• ✓Gift Aid claims batched with the HMRC Charities Online schedule ready to attach.
• ✓Donor statements for the year, branded with the church's details.

Budget against actual across funds, expense claims with receipts, and a year-end pack for the APCM.

• ✓Expense claims with a photo of the receipt; the treasurer approves or rejects, and only approved spend counts.
• ✓Collection counting to reconcile cash; accounting export for Xero, QuickBooks or a spreadsheet.
• ✓One-click year-end pack with the totals the PCC needs.

Who is cleared to serve, what each role needs, and confidential casework kept apart from everything else.

• ✓DBS register with renewal dates, certificate numbers and the Update Service flag; reminders before anything lapses.
• ✓Requirements per serving role (which DBS level, which training), and a roster showing who's compliant.
• ✓Training records with expiry; volunteers can log courses done elsewhere for approval.
• ✓Confidential cases and an incident log with a sign-off workflow, visible only to the safeguarding team.

Secure check-in and collection for children's groups, from a foyer tablet.

• ✓Each child gets a printed tag with a pickup code matched to a guardian tag.
• ✓Allergy and medical notes surfaced at check-in; consent forms kept per child.
• ✓A leader can override a lost tag; every collection is logged.

A confidential log of visits and follow-ups, restricted to the people who should see it.

• ✓Notes by category and status; recurring care plans roll their next-due date forward.
• ✓Prayer requests submitted from the public site, with prayer-chain sharing only where consent was given.
• ✓A weekly email reminds the office what's due.

Reach the congregation, run the public website, and collect anything you'd once have used a paper form or Microsoft Forms for.

• ✓Email and SMS to chosen audiences, scheduled or recurring newsletters, open and click tracking, and two-way SMS replies.
• ✓A built-in public website: editable pages and sections, images, menus, your branding, with services and events flowing on automatically.
• ✓A form builder with your own questions — choices, dates, yes/no, file uploads — branching rules ("only ask this if they said yes"), open/close dates, response limits, CSV export and answers that land in Contacts.
• ✓Automatic "we missed you" nudges and a visitor welcome sequence.

A register of your buildings and the jobs against them, so nothing is only in the warden's head.

• ✓Tasks with priority, owner and due date; overdue work is flagged on the dashboard.

Policies and minutes in one place, and the GDPR tools a data controller needs.

• ✓Documents marked public or restricted; PCC minutes, policies and risk assessments.
• ✓Consent records on every contact; subject access export and right-to-erasure in a couple of clicks.
• ✓Audit log of who changed what — deletions, safeguarding access, Gift Aid claims, role changes.

Every member can have their own login to see their duties, groups and giving, and keep their details current.

• ✓My duties, open rota slots, my groups and my giving history.
• ✓Opt-in photo directory where each person chooses what to share.
• ✓Installs on a phone home screen like an app; light and dark mode.

Access is by role, sign-in is by emailed code, and nobody gets in without being invited.

• ✓Roles for vicar, curate, wardens, treasurer, safeguarding, office and members, each seeing only its own areas; custom permission groups for anything finer.
• ✓No passwords: a 6-digit code by email each time. Only invited people can sign in.
• ✓Shareable sign-up links with a preset role, so a team can be onboarded from one message.
• ✓A setup guide, an in-app help centre, a What's-new popup when something ships, and a public roadmap you can vote on.