Who can do this: Org Owner can enable rules, disable rules, and update thresholds. Org Admin can view rules and execution history in read-only mode. Branch Admin, Editor, and Treasurer do not see Automation in the sidebar.
Open automation
- In the sidebar, find Organisation.
- Click Automation.
- Use Rules to review and configure rules.
- Use Execution History to review automation activity.
Feature access and redirects
Bethel ChMS checks automation access before it shows the page.- If automations are available, the page opens normally.
- If automations are temporarily unavailable, the page shows Automations as unavailable.
- Automation is included on the Standard plan. If automation access is unavailable because of an account or entitlement issue, contact support.
Automation rules
The Rules tab shows one card for each configurable rule. Each card shows the rule name, description, Enabled or Disabled status, current threshold, a toggle, and Configure.| Rule | What it does | Default threshold |
|---|---|---|
| Visitor Conversion | Converts visitors to newcomer members when they reach the visit threshold inside the recency window. | 3 visits within 30 days |
| Newcomer to Active | Promotes newcomer members to active after enough attendances in the configured period. | 4 attendances within 90 days |
| Active to Inactive | Marks active members inactive when they have not attended for the configured number of days. | No attendance in 30 days |
Enable or disable a rule
Org Owner can use the switch on each rule card.
Bethel ChMS confirms the change with a toast such as Visitor Conversion enabled or Visitor Conversion disabled.
The Standard plan does not enforce an automation rule limit. You can enable any available automation rule.
Configure organisation thresholds
Org Owner can update the default thresholds that apply to every branch unless a branch has its own override.
The configuration dialog is titled Configure: Visitor Conversion, Configure: Newcomer to Active, or Configure: Active to Inactive.
Threshold fields
| Rule | Fields |
|---|---|
| Visitor Conversion | Visit threshold, Recency window (days) |
| Newcomer to Active | Attendance threshold, Period (days) |
| Active to Inactive | Inactivity threshold (days) |
1.
Org Admin can see the rule cards and thresholds, but the switch and Configure button are disabled.
Configure branch overrides
Use Branch Overrides when a branch needs different thresholds or a different enabled state from the organisation default.Open a branch row
In Branch Overrides, click a branch row. Branches without overrides show Using org default.
Choose enabled behavior
Use Override enabled state. Click Override to set a branch-specific enabled state, or Inherit to use the organisation setting.
The branch list only includes active, non-deleted branches in the organisation.
Review execution history
Use Execution History to see what automation has done for the organisation. The page shows summary cards for:- Visitors Converted
- Members Promoted
- Marked Inactive
- Occurrences Extended
Filter execution history
Use the filters above the table to narrow the log.| Filter | Options |
|---|---|
| All rule types | Visitor Conversion, Newcomer to Active, Active to Inactive, Occurrence Generation |
| All branches | Any active branch in the organisation |
| From | Start date |
| To | End date |
Occurrence Generation appears in execution history, but it is not configurable from the Rules tab.