Getting Started

Set up your organization and start managing relationships in minutes.

1

Create your organization

Sign up at pulserms.com and create your organization. Choose a name that your team will recognize — this is what everyone will see when they log in.

Tip: Use your church or ministry name. You'll be assigned as the owner and can invite other leaders later.

2

Import People

Upload a CSV file with your roster. The minimum required fields are first name and last name. You can optionally include email, phone, parent info, and birthdate.

first_name,last_name,email,phone,birthdate
John,Smith,john@example.com,555-0100,2008-03-15
Sarah,Johnson,sarah@example.com,555-0101,2007-11-22

Coming soon: Direct imports from Shelby, Breeze, and Planning Center.

3

Create your first group

Groups organize students for regular gatherings. Create a group for your weekly youth service, small groups, or any recurring meeting.

Give your group a name and assign students to it.

4

Run check-in

When it's time for your event, create an occurrence and start taking attendance. Mark students present, absent, or late. Add walk-in visitors on the fly.

Offline-safe: Check-in works without internet. Changes sync automatically when you're back online.

5

Log an outreach session

Create an outreach site for each school or location. Add teams (like FCA or sports teams) and log sessions with quick counters for students reached, conversations, prayers, and decisions.

Use quick counters to record what happened without complex forms.

6

Export a weekly report

View your weekly impact summary with attendance rates, reach totals, and trends. Export to CSV for board reports or deeper analysis in Excel or Google Sheets.

Pro and Leader plans include advanced reports and CSV exports.

Need help?

We're here to help you get the most out of Pulse.

hello@pulserms.com