Getting Started: Customizing Group Settings

We have lots of great settings for you to modify to have GroupVitals work with the way you do groups. It’s one of the unique and great things that our customers love about this tool.

To access all the group settings, click the gear icon in the top-right navigation (admins only) and from the drop-down, click Groups.

Customize What You Call A "Small Group"

The first thing you can do is customizing what you call a small group. Small group is the default, but you can change it to whatever you call a small group, such as a life group, grace group, community group, etc.. When you make this change, the wording within the software and the emails will reflect this new name.

Turn On Attendance

We encourage you to enable attendance tracking in the Add-Ons area, once you get your leaders onboarded. Once on, you can begin tracking Group Health, engagement and active rate metrics, as they’ll appear on the Dashboard.

Set Your Group Types

You can use the default group types provided, or remove them and add your own. Note that a single group can be associated with more than one group type. So for example, if you have a co-ed group type that’s mainly married couples, you can set the “co-ed” group type and the “married” group types for that group. You can also use this to track groups by topic, location, etc..

Set Group Models

If you have different types of group models you’d like to track, such as small groups, life groups, classes, recovery groups, etc.. then you can turn this on and turn on the models you’d like to track or add in your own.

Set Global Max # of People in a Group

We also suggest you adjust the setting for the max # of people in a group. You can set a global setting here and then each group has the ability to set their own, as long as it’s less than the global max setting.

Set Custom Tags

Tags are a flexible way to internally track and categorize groups in a way that doesn’t fit anywhere else. An example could be to tag groups with “August 2022 Campaign” for any groups that were formed from a sermon series campaign. You can set these by clicking on the "TAGS" in the sub-menu under gear icon in the top-right.

Set Meeting Location Types

Meeting locations are the places where groups meet. There a three defaults: (1) In-Person (2) Online (3) Off Campus. You can add your own custom meeting location types to better represent the various ways groups can meeting. E.g, In-person and Online, Outdoors, Local Park, TBD, etc..