Initial setup checklist

Use this template to coordinate setup and record which tasks have been verified.

First week

• Sign in as Pastor or Administrator.
• Create the required campuses.
• Configure staff and assign roles.
• Import existing members by CSV.
• Create zones, districts, and cells.
• Create ministries and teams.
• Connect Stripe.
• Configure giving funds and expense categories.
• Generate and print the Connect Card QR code.
• Share the public giving link.

First month

• Invite members and install the PWA.
• Train cell leaders on weekly reports.
• Configure the check-in kiosk.
• Record donations and expenses; configure budgets.
• Connect WhatsApp Business and the Co-Pilot.
• Open the first Formation cohort.
• Create follow-up workflows.
• Review Church Health and the Reports Center.