Complete the first-week checklist

This sequence establishes campuses, permissions, people, groups, giving, and visitor capture.

TL;DR

Complete the initial setup template in order and test each flow before inviting the whole congregation.

Before you start

• Sign in as Pastor or Administrator.
• Gather legal, campus, staff, member, and cell-structure information.

Steps

1. Create campuses and assign staff roles.
2. Import existing members by CSV.
3. Create zones, districts, cells, ministries, and teams.
4. Connect Stripe and configure funds and categories.
5. Generate the Connect Card QR code.
6. Share the public giving link.
7. Mark each task in the initial setup template.

Verification

Test a staff login, an imported member, a gift, and a Connect Card submission.