SteepleMate | Settings & Configurations | Knowledge Base


    • Recent Articles

    • Create and Manage Deposits in SteepleMate

      This help guide will walk you through how to create and manage deposits in the SteepleMate Finance section. Once deposits are marked as Processed, all offerings within the deposted batches become visible to contributors in their contribution history ...
    • How to Manage Access Levels in SteepleMate

      In this guide, we’ll walk you through how to access, modify, and audit user access levels within your SteepleMate system. Step 1: Access the Access Levels Page From the left navigation menu, go to Manage > Access Levels. You’ll be taken to a screen ...
    • Why Aren’t My New Guests Getting Added to the CareTrack Automation?

      If you’re noticing that newly submitted guest forms are not triggering the New Guest CareTrack, the most common reason is that the guest hasn’t been marked as “present” for a service. Quick Explanation SteepleMate’s CareTrack automations rely on at ...
    • How to View and Export Custom Form Submissions in SteepleMate

      This guide walks you through how to access, view, and export submissions from any custom form or survey created in SteepleMate. Whether you’ve built a form for Vacation Bible School, a church conference, or any other event, you can easily pull ...
    • Add a Live Stream Link to Your Church Website

      Make it easy for visitors to watch your church services live or on-demand by adding a streaming site URL to your SteepleMate church website. This guide walks you through how to display a “Watch Now” button that links directly to your YouTube, ...