Use this checklist to organize your initial ChurchTrakr setup. Complete the items that match the features your church plans to use first.
Organization setup
- Confirm church name and contact information.
- Set the correct time zone.
- Add church branding where available.
- Review account and billing information.
Staff and security
- Invite each staff member with an individual account.
- Assign appropriate roles and permissions.
- Remove test or outdated staff access.
- Confirm who will manage settings and billing.
People and families
- Add or import people.
- Review duplicate records.
- Create and verify family relationships.
- Check email addresses and mobile numbers.
- Create the lists and tags you need first.
Ministry features
- Create upcoming events and services.
- Prepare forms and registrations.
- Set up groups, classes, or volunteer teams.
- Configure giving funds and giving pages if applicable.
- Review communication settings.
Portal and launch testing
- Review the Church Portal and public information.
- Test forms, giving, email, and SMS workflows.
- Ask a small group of staff to test common tasks.
- Correct settings before sharing links broadly.
- Decide how staff and members will receive help.
After launch
Continue adding features gradually. Review permissions, data quality, and unfinished setup items regularly as your team becomes familiar with ChurchTrakr.
Screenshot suggestion: Add a dashboard image or a downloadable launch checklist here.