Initial setup checklist

Use this checklist to coordinate your rollout. Establish the operational foundation first, then spend the first month onboarding the congregation, training leaders, and activating automations.

First week

• Sign in as a Pastor or Administrator.
• Create campuses if the church has multiple locations.
• Configure staff and assign the appropriate roles.
• Import existing members through CSV.
• Create the cell structure: zones, districts, and cells.
• Create ministries and service teams.
• Connect Stripe for online giving.
• Configure giving funds and expense categories.
• Generate and print the Connect Card QR code.
• Share the public giving link.

First month

• Invite members to activate and install the app (PWA).
• Train cell leaders on the app cockpit and weekly reports.
• Configure the check-in kiosk on a tablet.
• Record the first donations and expenses, and configure budgets.
• Connect WhatsApp Business and enable the Co-Pilot for the pastor.
• Open the first Formation cohort.
• Create the first follow-up workflows.
• Review the Church Health Score and Reports Center.

Operational best practices

1. Keep data current. Report quality depends on data quality.
2. Roll out the PWA across the congregation. The member app centralizes events, giving, leader reports, and check-in.
3. Use the cell model. The Zone → District → Cell hierarchy supports health reviews at every level.
4. Record attendance consistently. This data feeds the Health Score and burnout alerts.
5. Use the CRM and QR codes. Record every visitor so the team can follow up.
6. Train by role and universe. Each function has a specific workflow in the app, admin panel, or leadership panel.
7. Use batches for physical donations. Batch reconciliation reduces errors.
8. Filter by campus. In a multi-campus church, always confirm the active scope before working.
9. Automate with workflows. Do not rely on manual tasks for prospect follow-up and donation acknowledgments.
10. Configure credit auto-recharge. Prevent messaging and Co-Pilot interruptions caused by an empty balance.