Essentials Package

Essentials Package

Book personal training sessions with our experts, who will use video conferencing technology to train you and your team to become Church Office Online data masters. Our goal as your ministry partner is to help ensure your team is fully confident with your system and understands how to use it for real ministry success. A smooth data transition and foundational training will fast track your team’s software confidence.

Your success is our priority

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Personal Training Hours

Our success trainers are available to help you get the most out of your software. Your one-on-one sessions will help you master your database. Your success trainer won’t just train you, they will help you use your technology to achieve your specific ministry goals.

Data Migration

As part of your Success Plan, we’ll move you in. This streamlines the transition process and helps you focus on learning your new system faster. Our experts do this all the time and will make it easy and painless.

Q & A Sessions (2x week)

Get answers to your how-to questions. We offer online group sessions every Tuesday and Thursday at 3 p.m. EST. Our software experts will show you on-screen. We cover ChMS and Giving. Think of it as “small group time with a software guru.”

Educational Webinars

In addition to your personal trainer and unlimited training access, you will have access to a library of education webinars—over 10 hours of online training on “how-to” and best practices.

Online Giving Engagement Session

Our giving integration is extra powerful and we’re ready to help you learn the basics then take things to the next level. A one-on-one session with a giving success trainer will help you learn how to increase online giving, lower costs, and employ success strategies. Plus, you can grab some amazing resources.

Essential Learning Videos

Tap into our library of 40+ short feature-specific training videos, which is updated on a regular basis. You’ll learn how to use every facet of our software, plus, you can rewind and replay at your own pace.

In addition to these Professional Success services, you’ll have access to Release Webinars, In-App Help and Tutorials, 40+ Essential Learning Videos, email, & phone support.

Ready to run your church more successfully than ever before?

Meet Your Success Trainers

Lexie Bear

In addition to being a Success Trainer, Lexie also serves as Communications Director at her local church. She is passionate about discovering new and authentic ways to share the love and hope of Jesus with her community and ministries all over the country.

Jessica Kissinger

Jessica has served in ministry for over 10 years, from foreign missions to administrative staff and kids church. She now serves as part of the Success Team, with the goal of making every day processes simple and effective. She also just began sleeping through the night and has a really fancy jogging stroller.

Dory Allen

Dory began her career supporting database software. This mom of three has found a great fit as the database admin of her local church, implementing and using the same software she now teaches others to use!

Keith Franz

Keith has served in the local church as a Youth Pastor and Worship Pastor for over 15 years. Now he serves churches all around the country, helping them improve ministry processes using our software.

Tom Huckstep

Tom has over 40 years of management, administration, and information systems experience. Plus, he regularly serves in the music and production ministries of his church. When he’s not traveling with his wife Dana (41 years!), he entertains his two grandchildren.

You’ve got options. Check these out.


You’ll have access to step-by-step Data Migration Tutorials, In-App Help and Tutorials, 40+ Essential Learning Videos, and email, phone, and chat support.


We’ll provide everything you need to accelerate training with a one-on-one approach.