Setup Checklist
The dashboard checklist appears after you complete the setup wizard. It guides you through the remaining configuration steps to get your organization fully operational.
Checklist Steps
The checklist adapts based on your plan tier. Here are the steps and what each one means:
| Step | What to Do | Where |
|---|---|---|
| Name your organization | Set a name other than the default "My Church" | Settings > General |
| Choose your faith / organization type | Select a terminology pack that matches your community | Settings > Features |
| Set up a payment gateway | Enable at least one payment method (paid plans only) | Settings > Payments |
| Configure messaging | Set up an email or SMS provider for communications | Settings > Messaging |
| Add your first members | Create at least two member profiles | People |
| Create your first event | Add a service or event to the calendar | Events |
How Progress Is Tracked
- Each step shows a checkmark once completed.
- The checklist progress bar updates in real time as you complete steps.
- Steps are automatically detected -- for example, adding a second member profile marks "Add your first members" as complete.
- The payment gateway step only appears if you are on a paid plan (Growth or Ministry).
Dismissing the Checklist
Once all steps are complete, the checklist automatically disappears from the dashboard. You can also dismiss it early if you prefer to configure things at your own pace.
Returning to Incomplete Steps
Each checklist item includes a direct link to the relevant settings page or section, so you can jump straight to the configuration you need.
tip
You do not need to complete the steps in order. Jump to whichever step is most important for your organization first.