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Migration Guide

Switch from spreadsheets to CHOS

Pilot Available People and Services alongside your spreadsheets, then evaluate Volunteers Beta, Check-ins Beta, Rehearsals Beta, Notifications Beta, and AI Assistant Beta before retiring any source files.

What to verify before moving from Spreadsheets

  • Spreadsheets don't connect people to services and volunteers
  • No one knows which spreadsheet is the current version
  • Can't track attendance trends or engagement patterns
  • Volunteer scheduling by group text is unreliable
  • No way to do proper follow-up tracking for visitors
  • Reporting means manually building pivot tables

Migration summary

How to evaluate Spreadsheets alongside CHOS

CHOS is church management software for a focused first pilot with Available People and Services plus Beta Volunteers, Check-ins, Rehearsals, Notifications, and AI Assistant. Keep Spreadsheets active for Preview and Unavailable workflows.

Switch selected workflows only if your church fits the one-campus, under-300 first-pilot boundary.

Keep Spreadsheets active until Available People and Services reproduce the selected workflow with your own data.

Switch selected workflows if AI Assistant Beta can answer your permission-scoped active-module questions without manual reports.

Do not move Preview, Unavailable, or unproven Beta workflows out of the incumbent system.

Move from

Spreadsheets

This is a partial-workflow migration guide. Keep the current platform active for capabilities CHOS has not released.

Move to

Connected church operating system for weekly ministry workflows

People and Services are Available. Volunteers, Check-ins, Rehearsals, Notifications, and AI Assistant are Beta.

Starting price

$39.99/month

Flat pricing for every feature in the current release, with no per-member fees or module upsells

Best for

One-campus churches under 300 people with one weekly service pattern and a trusted small staff team

Verify the incumbent product and the selected replacement workflow with current vendor information and your own data.

What you get with CHOS

River City Church / Overview

Sunday operations

247 people · Central Campus

Sunday Worship

Sun, Jul 26 · 9:00 & 11:00 AM

Published

Next action

Resolve 2 overdue follow-ups.

Ready to confirm

15

Unfilled positions

6

Plan drafts

0

Plans this week

2

Church pulse

218 average
Service planning with songs, teams, and run sheets
People management with households and follow-up
Volunteer scheduling (Beta; supervised pilot)
Check-ins and attendance (Beta; supervised pilot)
Musicians and rehearsal scheduling (Beta)
Notifications and delivery preferences (Beta)
AI Assistant (Beta; permission-scoped active modules)

How to switch in 8 steps

  1. 01

    Start your free 14-day CHOS trial at thechos.app

  2. 02

    Add people manually; the CSV wizard can preview upload and column mapping but does not create records yet

  3. 03

    Set up Available service types, then test Volunteers Beta under staff supervision

  4. 04

    Plan your first Available service with songs and a run sheet; test team assignments only through supervised Volunteers Beta

  5. 05

    Invite trusted staff, then test Beta volunteer invitations under supervision

  6. 06

    Test Check-ins Beta under staff supervision and keep production safeguards active

  7. 07

    Evaluate AI Assistant Beta with permission-scoped active-module questions

  8. 08

    Keep a read-only spreadsheet archive until the supervised Beta workflows prove the behavior your team needs

Learn more

Ready to make the switch?

Start your 14-day free trial. No credit card required. You can run CHOS alongside Spreadsheets during the transition.

$39.99/month after trial for the current first-pilot offer. Verify billing and cancellation terms at checkout.

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