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Getting Started Checklist

For:Owner, Administrator

You do not have to set everything up at once. This is the order most churches find easiest, with the first Sunday in mind.

Day one: the account

Section titled “Day one: the account”
  1. Create your church account and start the trial
  2. Set up two-step sign-in
  3. Find your way around
  4. Check your church’s details: timezone, address and EIN

Day two: your people

Section titled “Day two: your people”
  1. Import your people from a spreadsheet, or add a person by hand to start
  2. Create households so families stay together
  3. Merge any duplicates the import found

Day three: your team

Section titled “Day three: your team”
  1. Invite your staff and key volunteers
  2. Set each person’s role
  3. Decide who can see giving and children’s information

Before your first Sunday

Section titled “Before your first Sunday”
  1. Add your services and events, or a recurring series
  2. Set up your volunteer teams and schedule people
  3. Set up classrooms if you check children in
  4. Connect Stripe so people can give online

The first Sunday

Section titled “The first Sunday”
  1. Run check-in
  2. Record attendance
  3. Enter the offering

The week after

Section titled “The week after”
  1. Look at your Dashboard
  2. Send your first message (Pro)
  3. Build a list that keeps itself current (Pro)

Still stuck? Contact the Help Desk at help@mychurchhq.com and tell us which guide you were following.