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Your First Week Checklist

A step-by-step guide to getting fully operational in your first seven days.

Day 1: Branding & Identity

  1. Upload your church logo under Settings > General. Recommended size is 512x512 PNG with a transparent background.
  2. Set your primary color theme so that all member-facing pages match your branding.
  3. Configure your timezone and default service times.

Day 2-3: Build Your Team

  1. Invite your core staff under Admin > Add User. Assign each person an appropriate role (Church Admin, Financial Admin, or General Staff).
  2. Have each team member log in and complete their profile so the directory looks populated from day one.

Day 4-5: Create Your First Event

  1. Go to Events > New Event and create your upcoming Sunday service.
  2. Enable check-in if you plan to track attendance.
  3. Add any recurring schedule (weekly, bi-weekly) so future services auto-generate.

Day 6-7: Send Your First Communication

  1. Navigate to Communications > New Broadcast.
  2. Draft a welcome message announcing SteepleOS to your congregation.
  3. Preview the email, then schedule it or send immediately.
  4. Verify delivery by checking the send report under Communications > History.

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