Setting up your church in an afternoon

Your dashboard shows a checklist. Work down it:

1. Turn on two-step sign-in. Administrators, staff and treasurers must use it: you’ll scan a code with an authenticator app on your phone.
2. Add your church’s details in Settings: legal form, charity number and HMRC reference. These decide your Gift Aid deadlines.
3. Bring in your people from a spreadsheet or your old system. See Moving your people across.
4. Invite your team in Settings → Team, choosing a role for each person.
5. Set up your funds in Giving → Funds, then record your first collection.