Get the Help You Need, When You Need It!

Encountering challenges? You're in the right place! Whether you're looking for quick fixes, deep dives into features, or personalized assistance, our dedicated support team is here to ensure your success with the Church in the Know Software . Explore our comprehensive FAQs, insightful tutorials, and dynamic forums, or reach out directly—we’re here to help you excel.

General Software step by step Guides

User Settings

  1. User Access

  2. User Permissions, Assigned Data, and Owners

  3. Email Signatures

  4. Admin Vs. User Permissions

  5. How to create a user or admin to manage multiple CITK locations without giving them agency access?

  6. Troubleshooting Login issues

  7. Understanding the Agency Owner Role in Your Agency Account: What You Need to Know

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Domain Setup & Registration

  1. GoDaddy Domain Setup

  2. HostGator Domain Setup

  3. Namecheap Domain Setup

  4. Cloudflare Domain Setup

  5. Google Domain Setup

  6. Siteground Domain Setup

  7. Mailgun API Key-Where to find in Mailgun & Put in CITK Software

  8. Cold Email inbound Setup

  9. Order of Email Provider used

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Phone Setup

  1. US Phone Number Registrations

  2. Terms and Conditions Guidelines for A2P

  3. A2P 10DLC Brand Approval Best Practices

  4. A2P Sole Proprietor Brands Registration is Now Live!

  5. List of campaign use case types for A2P 10DLC registration

  6. Pricing and Fees for the A2P 10DLC Service

  7. Important Notice: Verify Your Sole Proprietor Brands OTP

  8. A2P 10DLC Campaign Approval Best Practices

  9. Unregistered 10DLC Message Fees Will Increase; Register Numbers by June 1, 2023 to Avoid Higher Unregistered Messaging Fees

  10. LC Phone System Trust Center

  11. Forbidden message categories for SMS and MMS in the US and Canada

  12. Voicemail For Company And For Users

  13. Voicemail Drop File Conversion

  14. LC Phone Pricing Structure

  15. How to Disable LC Phone System for your Agency

  16. Fixing Failed Number Registrations (A2P Local and Toll-Free)

Advance Phone number Actions

  1. Moving numbers out of an LC Phone Sub-account to the client's own Twilio account

  2. Phone Number Settings Explained

  3. How to buy a toll free number inside CITK

  4. Porting your telephone number (non-Twilio number) to a location

  5. Toll-Free Verification Guide for LC - Phone (US/Canada)

  6. Hosting your US telephone number (non-Twilio number) to a location

  7. How to Purchase a Phone Number in a Sub-Account

  8. Import Existing Twilio Numbers into CITK

  9. Resetting a Twilio Number

  10. Phone numbers for users / Assign Twilio Numbers to Users

  11. How to request a Twilio number that's not available?

  12. How to restore a deleted Twilio number

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Email Setup

  1. What is LC Email?

  2. How to Migrate My Agency Over to LC - Email

  3. How to Set Up Unsubscribe Links for LC - Email

  4. What is email Bounce Suspension, and how to avoid it

  5. Email Authentication - DMARC

  6. How to Set Up a Dedicated Sending Domain (LC Email)

  7. SSL Certificate for Dedicated Sending Domain (LC - Email)

  8. Dedicated Sending Domain Setup on Godaddy (LC Email)

  9. Dedicated Sending Domain Setup on Google Domain (LC Email)

  10. Dedicated Sending Domain Setup on Siteground (LC Email)

  11. Where Can I Find My SMTP Credentials?

  12. How to Add a Domain and Verify DNS Record

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Contact SmartList

  1. Bulk Importing Contacts Via CSV Walkthrough

  2. Getting Started With Smart Lists

  3. Birthdays And How To Sort Contacts By Age

  4. Merging Contacts

  5. Automatically Merge Facebook Messenger Contacts With Lead Ad Contacts

  6. Uploading Contacts (which one should I choose?)

  7. Bulk Actions For Contacts & SmartLists

  8. Adding Files To Contacts

  9. Allow duplicate contact explained

  10. Lead profile picture explained

  11. How to Merge Duplicate Contacts

  12. How to restore deleted contacts

  13. DoNotDisturb (DND Split)

  14. Troubleshooting Bulk Imports Via CSV

  15. How to Group Contacts within an Organization using the 'Company Object' Feature

  16. How to input multiple Email Addresses for a Contact?

  17. How to export contacts into a CSV?

  18. How to input Multiple Phone Numbers for a Contact

  19. How to get customer consent or track legal basis to process customer's personal data

  20. How to delete a contact and associated contact data

  21. Documents

  22. Smartlists

  23. Contact Type

  24. Followers

  25. Internal Tasks for your Team

  26. Workflow - Adding and Removing Followers for Contacts

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Website Setup

Website Checklist

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Calendars

  1. Turning Off Alternate Time Zones

  2. Embed a CITK Calendar

  3. Calendar Sync Option Explained

  4. Display Multiple Calendars (For calendars under the Unassigned section only)

  5. Custom Calendar Forms

  6. Stripe Integration on Calendar (05/14/19 )

  7. Block Specific Days Or Times On A Calendar

  8. Understanding Calendar Availability Settings

  9. CITK Group Calendar Overview

  10. Connect Google calendar to Unassigned Calendar

  11. Manually confirmed appointment setup

  12. How to sync CITK Calendars With Outlook

  13. How to find the Calendar ID for a Group Calendar

  14. Reserve with Google Integration - Local Services Ads (LSA)

  15. Calendar User Consolidation

  16. How to Set Up Recurring Appointments

  17. How to set up a Calendar for Classes?

  18. How to configure Staff Member selection in Round Robin Calendars?

  19. How to use Collective Bookings in Calendars?

  20. Calendar Payments

  21. Show seats per slot for Class booking on the booking widget

  22. Neo Group View Template

  23. Pre and Post buffers

  24. Consent checkbox for compliance

  25. Service Calendar

  26. Service Menu

  27. iCloud Integration with CITK

  28. In App Calendar view

  29. Rooms and Equipment

  30. Google Organic Booking

  31. How to create Rooms?

  32. How to create Equipments?

  33. How to connect iCloud with CITK?

  34. Round Robin Calendars Appointment Distribution Logic

  35. How to create a Round Robin calendar

  36. Calendar Widget Customization

  37. Service Calendars

  38. One Time Link

  39. View Calendar & Appointments in User Timezone

  40. Workflow Action for Generating One Time Link

  41. Calendar Availability - Weekly Working Hours & Date-Specific Hours

  42. Partial Payment: Collect Deposit Amount

  43. Calendar Configuration - Primary Calendar & Check for Conflicts

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Integrations

Online Listings Integration

  1.  One time Stripe Charge Action

Stripe Integration 

  1. Stripe - Integration

  2. How does the Stripe One Time Charge trigger work?

Facebook Integration

  1.  Pabbly Connect - How to integrate Facebook Leads Ads with Your Sub-Account

  2. A Facebook Token Has Expired In Your HighLevel Account

  3. Facebook Conversion Leads Walkthrough

  4. Facebook Conversions API Trigger in Workflows

  5. Facebook Domain Verification by Meta Tag

  6. Facebook Lead Ad Integration & Troubleshooting Guide

  7. Facebook Pages Don't Show or Won't Connect

  8. Facebook Pages missing in Page Selector Dropdown during integration.

  9. Facebook Troubleshooting - Integration Issues

  10. Facebook Troubleshooting - Lead Ad Debugging

  11. Facebook Troubleshooting - Unintentionally Disconnecting Your Accounts

  12. How To Download/Export Facebook Lead Ads and Manually Ad Them To Campaigns & Workflows

  13. How to set up a Funnel Event Pixel for Facebook Conversion API?

  14. Instagram Direct Messages (DMs)

Shopify

  1. How To Integrate HighLevel With Shopify

  2. How To Use Shopify Variables

  3. Shopify Elements in CITK

TikTok

  1. How to Integrate TikTok Lead Ads

Google business Profile

  1. How to Integrate Your Google Business Profile (formerly GMB) into the CRM

Other Integrations

  1. Setting Up ActiveProspect Consent Tracking On A CITK Form

  2. How to set up the Zoom Integration for Users' Calendar Bookings

  3. How to set up appointment reminder workflow with Zoom location

  4. Reserve With Google Webinar - Generate Bookings For Clients Right From Google!

  5. Two Way Email Sync for Outlook

  6. How to Set Up Two Way Email Sync for Gmail

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Dashboard Setup

  1. Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution

  2. Dashboard Funnel chart opportunities explained

  3. Lead source report explained

  4. Feature Document - Multiple Dashboards

  5. How to create multiple Dashboards

  6. How to manage permissions for a dashboard

  7. How to clone a dashboard (in the same location)

  8. How to pin dashboards as favourite

  9. How to Edit a dashboard

  10. How to duplicate a dashboard to another sub-account

  11. How to switch Timezones for your Dashboards

  12. How to set a Default Dashboard

  13. How to change the Timezone for a Dashboard (Logged in User)

  14. How to load Snapshots with Dashboards

  15. Adding a widget to the dashboard

  16. Customizing a widget

  17. Edit widgets on the dashboard

  18. Resize widgets

  19. Rearrange widgets

  20. Removing a widget

  21. Feature Document - Custom Widgets

  22. How Funnels and Stage distribution widgets work

  23. Embed content on dashboards with our embed widgets

  24. How to inject User/Sub account Properties in Iframes on Sub Account Dashboards

  25. How to use Table Charts for Dashboard Widgets

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Mobile App Setup

Mobile App Overview

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Payments Setup

  1. Import Products / Price From Stripe

  2. Text-To-Pay Links

  3. How To Set Up A PayPal Integration

  4. How to create invoices

  5. How to create recurring Invoices

  6. Auto Payments in Recurring Templates

  7. Common uses cases for Payments and Invoices

  8. How-to add Taxes Overview

  9. How to Create Coupons for Products

  10. Payments - What is listed on the Subscriptions page?

  11. Using Apple Pay and Google Pay in order forms

  12. Authorize.net integration for processing payments

  13. How to set up the NMI integration?

  14. Customize Email and SMS notifications for invoicing

  15. How to manage Refunds within the CRM?

  16. Apple Pay and Google Pay in invoices and Text2Pay links

  17. How to enable Sales Receipts for Order Form, Calendar and Invoice payments

  18. Selling products on order forms with available payment providers

  19. ACH Debit payment method on invoices

  20. Tap to Pay

  21. Create invoice templates and automatically send an invoice in a workflow using templates

  22. Setting up QuickBooks Integration

  23. List of countries and bank acquirers available with NMI

  24. Payment Links

  25. Subscription & Refund trigger for payments

  26. How to View Invoices and Download Receipts in the Mobile App

  27. Manage payment methods displayed with Stripe integration

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Forms & Surveys

Forms

  1. Where Do Form Responses Show Up?

  2. Exporting Form answers to Google Sheets

  3. Sticky Contact - Form

  4. How to use URL Parameters in Forms

  5. No Slide Button in Survey

  6. Gain Consent With Custom Checkboxes In Forms (GDPR Compliance

  7. Conditional Logic in Forms

  8. Themes in Forms/Surveys

  9. Source Field in Forms and Surveys

  10. Timezone in Forms and Surveys

  11. Email Notifications in Forms and Surveys

  12. Payment in Forms (Including Donations)

  13. How To Create Automated Email Notifications for Form and Survey Submissions

Surveys

  1. Surveys with Conditional Logic

  2. Exporting Survey Answers to Google Sheets

  3. Where do Survey Answers Show Up

  4. How to Create a Stylized Survey

  5. New Footer in Surveys

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Opportunities & Pipelines

  1. Understanding Pipelines

  2. Understanding Opportunities

  3. Step-by-Step Guide: Creating Pipelines

  4. Step-by-Step Guide: Creating Opportunities

  5. How to use Custom Fields for Opportunities

  6. Editing Opportunities

  7. Editing Opportunities Status

  8. How to decouple owners for contacts and opprtunities

  9. Filtering Opportunities

  10. Searching for Opportunities

  11. List View for Opportunities

  12. Automating Opportunities

  13. Multiple Opportunities Toggle in Workflows

    1. Bulk Actions for Opportunities

    1. Multiple Opportunities For The Same Person In The Same Pipeline

    2. How to delete ALL opportunities in a Pipeline

    3. Understanding The Create New Opportunity Toggle

    4. FAQs

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Funnel Builder

Two-Step Order Form (Step 2: Adding An Up-Sell Product)

Two-Step Order Form (Step 1)

Style the Funnel

Desktop View VS Mobile View (Funnels)

Tracking Scripts/Pixel Code

SEO Meta Data

Element Duplication Efficiency (Global Templates)

Click-To-Call, Click-To-Text, and Click-To-Email Links & Buttons

Sticky Contact - Two-Step Order Form

Funnel Paths

How to import a Funnel From ClickFunnels?

Two-Step Order Form (Step 3: The Pop-Up & Scheduling)

Two-Step Order Form (Step 4: Thank you page & redirects)

Navigation Menus In The CITK Funnel Builder

How To Make Corners Of Buttons Round

Adding Dynamic Text To Funnel Pages

How To Redirect CITK Domains (www to non-www)

Custom Meta Tags

Import and or Cloning Funnels & Websites

How to delay the appearance of elements

Add Custom Values To Buttons In Funnel Builder

Show Popup on Entering Funnel/Website

Funnels & Websites | Creating Categories in the Navigation Menu

Disabling Search Engines from Indexing your Website/Funnel Page using Custom Tag

How to Add a Slider / Carousel to your Funnels & Websites

Delay Appearance of Elements on Funnels or Websites using the Minute Timer

Custom Values not working on landing page? | Using URL Parameters in Funnels

Scroll to elements or sections in websites or funnels

How to have different websites for desktop and phone

Upsell products on funnels - Setup & Troubleshooting

How to properly add a Hyperlink to funnels/websites

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Memberships/Communities

How to Setup, Customize, and Manage Your Communities

Add Membership Signups To Funnel Pages

Courses: In-app notifications for comment, unlocked & drip content

How do first time users Set Login Password, Request Forgotten Password for their membership portal?

How to Create a Whitelabel Membership App (PWA)

How to Create Assessments/ Quizzes for Membership Courses

How to Create Payment Products of membership courses?

How To Do In-App Upsell In Membership?

How To Do One-Click Upsell In Membership?

How to Manage Comments In Memberships

How to use Member Analytics in Memberships?

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Client Portal

  1. How can the church the Client Portal to keep community engaged?

  2. How to set up the Client Portal?

  3. Client Portal Dashboard

  4. Client Portal - Single Sign On (SSO) and Magic Links

  5. Notifications inside Client Portal

  6. App Permissions in Client Portal: Enabling/Disabling a child app

  7. Quick Start Guide - Kollab (iOS & Android)

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Guides for Premium Features

Click the link below to view and download a guide of your choice

Community outreach is essential for churches to engage with their local communities and extend their mission beyond their walls. Here’s how to set up and manage community outreach programs using CITK

Create landing pages that truly reflect your church's spirit and mission, engaging visitors with compelling content and design

Make giving easier with our simple, secure, and intuitive online donation options.

Effortlessly schedule, manage, and promote your church events to boost attendance and engagement.

Maintain a centralized hub for all member information, enhancing communication and personalization of messages.

Extend your reach far beyond traditional means with our seamless social media connectivity options

Manage your volunteers with ease, from sign-up to deployment, ensuring your church's activities run smoothly

Get actionable insights into campaign performances, website traffic, and engagement levels to refine your strategies

Keep your community connected and informed with a custom mobile app, ensuring they never miss out on important updates or events

Offer a private space for members to share their prayer requests, fostering a supportive and engaged church family.

Get In Touch

Address: 8101 Boat Club Rd. STE 240 #252, Fort Worth TX 76179

Email: [email protected]

Hours of Operation:

Mon - Sat 8am to 6pm

Sunday – Closed

New York, NY, USA

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