People & engagement
Know who is connected, who needs attention, and what next step matters.
Learn the workflows that keep your people connected, your services coordinated, and your church moving forward in OKTO.
Start with an outcome
Jump into the workflow you’re trying to accomplish instead of learning the whole platform first.
Configure your organization, invite your team, and establish the basics for a clean launch.
Understand the People workspace, organize records, and prepare your database for ministry workflows.
Build service plans, coordinate teams and volunteers, and keep every service ready to execute.
Use inbox, messaging, email, lists, and subscriber tools to communicate with the right people.
Brand, configure, preview, and publish the member-facing church app from one workspace.
Learn how OKTO’s AI assistant uses context to help your team find answers and move work forward.
Keep your team current
Release updates are maintained alongside the product so your documentation stays connected to what ships.
Browse by area
Use these collections when you already know which part of OKTO you need.
Know who is connected, who needs attention, and what next step matters.
Coordinate the recurring work behind services, attendance, events, and facilities.
Create connected communication and follow-up workflows without stitching tools together.
Understand generosity, reporting, trends, and the signals leaders need to act on.
Shape the digital experience members use throughout the week.
Manage permissions, integrations, billing, APIs, and organization-level configuration.