Breeze: How to Use

Breeze: How to Access and Use

The Unitarian Universalist Westside Congregation uses the Breeze software program as its primary tool for communication, events management, financial administration, and fundraising.

Each member and friend of UUWC is urged to create an account and access Breeze to keep track of the church’s activities, as well as their personal connections with the church.

Below please find some instructions to help you get started with Breeze.

Breeze web site – How To

 

Breeze provides a full set of functions as a Web application.
The web application works best on the Chrome browser.

Once you sign in, you can

  • View and configure your Dashboard
  • View upcoming events
  • View profiles of UUWC parties.
  • Give Now to the congregation
  • View and update your Profile and Settings information.

This document provides details for these simple steps.

Much more functionality is included in the web application. This included information is enough to get you started. We will add more as it is requested.

Sign In

Enter your Breeze login credentials as provided by church personnel and click [Sign In].

 

View and Configure your Dashboard

The Dashboard is the default page.

The example is for a Dashboard where Upcoming Events is the 1st selected display option.

 
You can control the displayed contents of the Dashboard.

Click the [Customize Dashboard] button located at the top of the Dashboard page.

The Customize Dashboard options are displayed. Select the options you want displayed and click the [Save] button at the bottom of the page.

 

NOTE: The easiest path to viewing upcoming events is to make sure you have selected the upcoming Events option on the Dashboard.

 

 

View upcoming events

If you selected the Upcoming Events option on the Dashboard, the listing will be displayed on the Dashboard after you login.
Click on the event of interest in the listing to see details.  

 

View profiles of UUWC people

Click the People menu option listed at the top of any page.

NOTE: The menu does not display in the other screenshots. I did not include it in order to save space.
A listing will display all active UUWC people.
You can scroll or search for a person by name.

Clicking on a person will display a read-only view of their data.

 A picture of the listing is not displayed for privacy purposes.

 

 

 

Give Now to the congregation

Click the Give Now menu option listed at the top of any page.
·   Enter the Amount you wish to give

·   If you prefer a different fund than the Operating Fund, select from the listing.

·  If you prefer to give more than 1 time, select the frequency from the listing

·  If you prefer to donate from your bank account vs credit card, select from the listing.

 

·  Then click [continue]

  

 
The appropriate Credit Card vs Bank account payment information page will be displayed.

The example displayed is for the Credit Card page. The amount displayed is what was entered on the 1st page.

NOTE: The processing fees vary by payment source and frequency. It is less for Bank sourcing and is less for recurring donations.

It is your decision if you wish to help the congregation cover this fee by checking the box.

 

 

View and update your Profile and Settings information

In order to update your Profile and Settings information, you need to

Click on the GEAR icon listed on the menu at the top of any page.
The following pop-up page will be displayed.

 

Your settings are located in the ‘Manage your user account’ section.

The following links are most helpful:

–          User Settings

–          Update Password

–          Notifications