Onboarding Wizard

After your first login, a setup wizard walks you through four steps to get your church up and running. You can skip any step and come back to it later.

Step 1: Church Details

Add your church’s basic information:

Church address
Phone number
Service times
Website URL

Step 2: Add Members

Get your congregation into the system:

Import from CSV — Upload a spreadsheet with member data (name, email, phone, etc.)
Add Manually — Enter members one by one
Skip for Now — Add members later from the People section

Step 3: Send a Message

Test your communication setup by sending your first message:

Choose email or SMS
Select recipients
Write your message
Send it

This confirms your email/SMS setup is working correctly.

Step 4: Create an Event

Set up your first event or service:

Enter event name, date, and time
Set location and capacity
Enable registration if needed

After Onboarding

Once you complete (or skip) all four steps, you’ll land on your Dashboard — the central hub for managing your church.