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Charisio
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Keep people, ministry, and church events connected.

Manage member and family records, organize groups and ministry teams, check people in live, and see who may need a personal follow-up. AI-drafted care messages are coming soon.

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Sunday worship · MorningOpenLive updates connected
Sun, Oct 20
Checked in
184
3 ushers checking in
Attendance by event
Oct 6 · 178Oct 13 · 182Oct 20 · 184
Search name, nickname, or member code
Not checked inChecked inAll
AS
Arthur Sterling
Art · GFC-7K2M9QXA
Checked in
CS
Clara Sterling
GFC-1VJ5SE6N
Checked in
EM
Evelyn Miller
Evie · GFC-3HV8ZD1P
Checked in
DC
David Chen
GFC-9TQ4RW2E
Not checked inCheck inFamily
GK
Grace Kim
GFC-5NB7XJ0C
Checked in
Showing 5 of 412 members
Attendance signalSunday worship
DC
David Chen
Last attended Sep 29
MissedOct 6Oct 13Oct 20
Suggested first messageComing soon
Hi David, we've missed you at Sunday worship these past few weeks and wanted to check in. We hope you and the family are well. If there's anything we can pray about or help with, we'd love to hear from you. Warmly, Pastor John
Edit
Only first names and missed dates will be shared with the AI.
Follow-up recordedOct 22

Sent David a personal message. He replied that the family is away caring for his mother and will be back Nov 3.

Recorded by Pastor John
Exception added · Sunday worship

Illustrative view · fictional data

What gets easier

From scattered records to personal care.

  • Contact updates scattered across spreadsheets and notebooks.

    One shared directory for households, teams, and small groups.

  • Extended absences go unnoticed until someone remembers weeks later.

    The attendance signal shows who hasn’t been present.

  • Nobody remembers who already reached out, or what they heard back.

    A follow-up history every authorized leader can see, with each edit kept.

  • Leaders put off reaching out because they don’t know what to say.

    A warm first message, drafted by AI and made personal by a leader. Coming soon

How it works

How Charisio works

Three connected steps, from organized records to a personal follow-up.

Step one

Know your people

Keep members, families, small groups, and departments in one organized, permission-aware directory.

FamiliesThe Sterling familyFAM-0Q7TB4MZ
Family membersCopy address and pin
Search by code, full name, or nickname
AS
Arthur Sterling
Art · GFC-7K2M9QXA
Primary contactHead
CS
Clara Sterling
GFC-1VJ5SE6N
Spouse
LS
Leo Sterling
GFC-2PX6KM8D
Child
MS
Maya Sterling
GFC-2PX6KM9F
Child
Primary contact
Arthur Sterling
(555) 234-8901[email protected]
Contact details are visible only to roles with full access.
  • Member records with photos, status, and family roles
  • Families with a primary contact and shared address copy
  • Small groups and departments, each with a leader
Step two

Run your gatherings

Plan each service, assign ministry teams, and check people in live from several devices at once.

ScheduleMidweek Bible studyWed 7:00 PMFellowship Hall
Ministry team
Musicians
GuitaristSO1 assigned
KeyboardGKPL2 assigned
Hospitality
GreeterCSEM2 assigned
PreacherDM1 assigned
OpenAttendance38 checked in
Live updates connected · 2 ushersGo to attendance
  • Services with category, location, and organizing department
  • Ministry teams grouped by role, like Musicians → Guitarist
  • Live check-in by several ushers, with family selection
Step three

Follow up with context

Choose a category and expected audience to see who missed the last three qualifying service days. Record what you did, and add an exception when someone is away for a known reason.

Attendance signal
Category:Sunday worshipEvents:All eventsAudience:All members
3 members missed the last 3 qualifying days
MT
Michael Torres
GFC-8DZ3VQ5H
Last attended Sep 29
Missed Oct 6 · Oct 13 · Oct 20
Latest follow-up
None yet
HL
Hannah Lee
GFC-4WM1TY7K
Last attended Sep 22
Missed Oct 6 · Oct 13 · Oct 20
Latest follow-up
Oct 16
DM
Daniel Mensah
GFC-6RC9HN3B
Last attended Sep 29
Missed Oct 6 · Oct 13 · Oct 20
Latest follow-up
Oct 15
1 active exception in this category
Oct 15 · Recorded by Deacon Ruth: Visited Daniel and his family after their move. They're settling in and plan to join the Eastside group.
  • A category-specific three-service attendance signal
  • Follow-up records with a full edit history
  • Exceptions for travel, illness, or other known absences
Care drafts · AI-assisted
Coming soon

The first message, ready when you are

Soon, when someone appears in the attendance signal, Charisio will be able to use AI to draft a short, personal message. A leader reviews it, makes it their own, and sends it. Nothing will go out automatically.

  1. 1

    The signal appears

    Charisio lists members absent from the last three qualifying service days.

  2. 2

    AI drafts a message

    One click will write a warm, short message using only first names, missed dates, and the service name.

  3. 3

    A leader decides

    Edit the tone, add a personal line, send it through your usual channel, then log the follow-up.

Suggested first messagePreview
To: David Chen · Sunday worship
Hi David, we've missed you at Sunday worship these past few weeks and wanted to check in. We hope you and the family are well. If there's anything we can pray about or help with, we'd love to hear from you. Warmly, Pastor John
RegenerateEdit
Review before sending. Charisio never sends messages on your behalf.
Also included

The everyday tools around the core.

  • Inventory catalog

    Items, units or lots, photos, and condition: Good, Needs repair, Retired.

  • Roles & permissions

    Three levels per area (basic view, full view, manage), so each leader sees only what their role requires.

  • Departments & ministries

    Standing departments with a leader, plus event ministries like worship, ushering, and preaching.

Trust

Careful with your congregation’s data.

Church records are personal. Charisio protects them by default, and will hold AI to the same standard.

  • A private space for every church

    Each church gets its own workspace. Records, roles, and care notes stay inside it and are never visible to other congregations.

  • Protected by default

    Contact details are encrypted at rest, every account signs in with two-step verification, and member photos are delivered through short-lived private links.

  • A clear record of changes

    Reopened attendance and edited follow-ups keep who changed what, and when.

  • AI with clear limits

    Coming soon

    When care drafts launch, the AI will only draft. A leader always reviews and sends each message, and nothing goes out automatically.

  • Only what the draft needs

    The AI will see just enough to write a short message. Nothing else will leave your church's workspace.

    Shared with the AI

    • First names
    • Missed service dates
    • Service name
    • Church name

    Never shared

    • Phone numbers and emails
    • Home addresses
    • Photos
    • Past care notes
Walkthrough

See Charisio with your church in mind.

A guided session with a member of our team, shaped around how your church already works.

  • A tour of each workflow using sample data
  • Time for your team’s questions
  • Help setting up roles and permissions for your team