Request templates

Church request form templates, approvals included.

Eklo comes with nine request form templates written for churches. Each one has its questions and its approval steps already set up. Install one, choose who approves each step, and change anything you like.

  • Facilities and events

    Facility Request

    Reserve rooms and spaces on campus, with setup and A/V needs routed to facilities.

    12 questions · 1 approval step · Meant for staff

    Approvals: Facilities approval

  • Facilities and events

    Event Request

    Propose a church event with budget, promotion, and support needs. Large events get a second sign-off.

    11 questions · 2 approval steps · Meant for staff

    Approvals: Ministry approval, then Leadership sign-off (large event)

  • Finance

    Purchase Request

    Get approval before spending. Purchases of $500 or more route to finance after the first approval.

    10 questions · 2 approval steps · Meant for staff

    Approvals: Manager approval, then Finance approval ($500 or more)

  • Finance

    Check Request

    Ask finance to cut a check to a vendor or person, with the invoice attached and two approvals.

    10 questions · 2 approval steps · Meant for staff

    Approvals: Approval, then Finance release

  • Communications

    Creative and Communications Request

    Request graphics, video, print, social, or announcements from the communications team with dates and assets.

    12 questions · 1 approval step · Meant for staff

    Approvals: Communications intake

  • People

    Time Off Request

    Staff request vacation, sick, or personal time. Requests that include a Sunday also go to leadership.

    8 questions · 2 approval steps · Meant for staff

    Approvals: Supervisor approval, then Leadership approval (Sunday coverage)

  • People

    Volunteer Application

    A public application for people who want to serve, with areas, availability, and a reference.

    14 questions · 1 approval step · Meant for a public link

    Approvals: Volunteer coordinator review

  • Safety

    Background Check Authorization

    Record an applicant’s consent to a background check before you run it in your screening provider.

    10 questions · 1 approval step · Meant for a public link

    Approvals: Safety team acknowledgment

  • Safety

    Incident Report

    Document injuries, property damage, and safety concerns. Anything involving a minor goes to the safety team first.

    13 questions · 2 approval steps · Meant for staff

    Approvals: Child safety review, then Leadership acknowledgment

How templates work

Pick a template

In Forms, click From template and pick one of the nine. You see every question and approval step before you install it.

Choose who approves

Each step starts with a default, like your admins. Switch it to one person, a title like “Facilities Manager”, a team’s admins or the submitter’s manager.

Make it yours

It installs as a private draft and opens in the form builder. Add, remove or reword questions. Add steps that create a task or post in a channel once a request is approved.

Open it up

Until you change who can see it, only you, its editors and your workspace admins can open or submit it. Volunteer Application and Background Check Authorization are meant for a public link. The other seven are for staff.

How to start from a template
● Now in private beta

Bring your team home.

We're opening Eklo to a small group of churches. Request access and we'll be in touch when there's room for your team.