Admin Settings

Adding a Logo to Your ServeHQ Site

Branding is important, so we've made it simple for you to add your logo to your account. This feature is only available for a user with the "Manage Billing" permission.. Go to your ministry's ServeHQ…

Benjamin Staton
Updated 1 year ago by Benjamin Staton

Bulk User Features

Repetitive tasks aren’t fun. That's why we created Bulk User Management to take the frustration out of simple tasks that happen often. Our Bulk User features allow you to easily select a group of Tea…

Benjamin Staton
Updated 1 year ago by Benjamin Staton

Editing Your Account Information

To edit your Leader Profile:. 1. Go to your account URL and click on your name in the side bar on the left. 2. Edit the settings you wish to change. 3. Click Save Settings to save your changes. As a…

Benjamin Staton
Updated 10 months ago by Benjamin Staton

How do I cancel or suspend my ServeHQ software subscription?

Sometimes things don't work out. We get it. No worries. Canceling your account. You can cancel your account at any time. Simply start a conversation by contacting our team. Please include the email f…

Scott Magdalein
Updated 7 months ago by Scott Magdalein

How do I change my account URL?

Changing your account name is easy! Simply send us a message on our chat tool on the bottom right-hand corner of this page, and let us know: Your current account URL (example: https://servehq.church/…

Benjamin Staton
Updated 1 year ago by Benjamin Staton

How do I change my plan?

We get it! Things change! We make it easy to adjust your current account plan at anytime.. To change your plan, simply click on your name in the lefthand side of the page to access your settings. Scr…

Elizabeth Smith
Updated 3 months ago by Elizabeth Smith

How do I delete a user from my account?

To delete a Team Member from your account, follow either of these steps: To delete them from the People tab: Click on the People tab found under the navigation bar on the left hand side. (If you do n…

Benjamin Staton
Updated 1 year ago by Benjamin Staton

How do User Permissions work?

There are User Permissions you can choose to grant a person within your account. These permission levels can be combined to create custom permissions for different users so they are equipped to do th…

Elizabeth Smith
Updated 3 months ago by Elizabeth Smith

How to Use the Open API

With our Open API you can connect your account to many church management or database software available! A basic development knowledge is required for this type of integration. If you are looking for…

Benjamin Staton
Updated 2 months ago by Benjamin Staton

How to create a followup

We've created a followup feature to automate the steps you want people in different groups to take. The followups trigger a sequence of events when a user is added to the followup OR when a user is a…

Elizabeth Smith
Updated 2 months ago by Elizabeth Smith

How to edit a followup

To edit an existing followup you can click the ellipsis next to the followup you'd like to edit. From there you can either view, edit, copy or delete the existing followup. Here's a quick video showi…

Elizabeth Smith
Updated 2 months ago by Elizabeth Smith

How to get receipts of past payments

We send payment receipts to the primary account holder on your ServeHQ account. That's usually the person who originally signed up for an account. If you need a past receipt, contact us via the chat…

Scott Magdalein
Updated 9 months ago by Scott Magdalein

How to update your credit card information

Credit card security is pretty important, so we've made it super easy for you to manage your own credit card information from inside your account. Just follow these four easy steps: Go to your accoun…

Benjamin Staton
Updated 3 months ago by Benjamin Staton

Who has access to followups?

Admin users can access followups. Any user in your account with the "Can Access Admin Settings" permission can participate in followups. They'll be able to see and edit the current followups as well…

Elizabeth Smith
Updated 2 months ago by Elizabeth Smith

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