How people get an account

Anyone can sign in to your church's Scheduly, with Google or with an email and password. The first time, Scheduly links the sign-in to the person's profile, so they see their own schedule. Here's what they see, and what staff can do so it goes smoothly.

The first sign-in

After signing in (Sign in), a new person lands on Create Account. Scheduly looks for their profile in this order:

1. 1
   By email. If a profile has the same email as their sign-in, Scheduly asks right away, for example Are you Owen Whitaker? They select Continue 1 (marker 1 on the screenshot), and they're in.
2. 2
   By phone. Otherwise, they type their phone number and select Continue. If a profile has that number, Scheduly asks the same question.
3. 3
   A new profile. If nothing matches, they type their first and last name and select Create Account. That makes a new profile.

1

Once linked, they go on to the page they wanted. Their profile shows the date they joined, and staff see the check for Has an account. Their profile's email becomes the one they signed in with.

When nothing matches

Here Jonah's sign-in email and phone 1 (marker 1 on the screenshot) aren't on any profile, so Scheduly asks for his name 2 (marker 2 on the screenshot). Create Account 3 (marker 3 on the screenshot) makes a new profile.

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Help people link to the right profileStaff

• Put the email they'll sign in with on their profile. For Google, that's their Gmail or Google address. Capitals don't matter.
• Put their mobile number on their profile, all 10 digits.
• Tell them to sign in with that same email. A sign-in with a different email still links by phone.

Still stuck? See Troubleshooting members.

Pending accountsAdmins

Scheduly can set a church to approve new accounts before they can be used. It's a setting we turn on for you: see What Scheduly sets up for you. Then someone who makes a new profile on Create Account sees Account Pending, and admins see their account under Pending accounts at the top of the Members page.

• Approve turns the account on. If they have an email, they get one saying so.
• Reject turns it off: it becomes a disabled account (Staff, admins and disabled accounts).