etting Started with SteepleMate: A Comprehensive Guide for Church Management

Checklist for Getting Started with SteepleMate Free

Welcome to SteepleMate!

We're so glad you made it to SteepleMate! As you explore the system, you'll find many opportunities to fine-tune and configure settings to meet your needs.

Getting Started

Once you've created a SteepleMate account, we encourage you to explore the system and familiarize yourself with the dashboard. Here's what you'll want to tackle first:

  1. Customize Your Church Settings:

  2. Invite Help from the Church:

    • Getting started in a new system or moving from one system to another can feel like a large project. Be kind to yourself and ask for help!

    • Ask church leadership or volunteers to 'Champion' specific aspects of ministry management. You may want to delegate Finance, People Management, or basic setup tasks.

    • Once you know who your Champions are, have them register to your organization in SteepleMate.

    • Configure roles and permissions by going to Administration > Access Levels. Help Guide on SteepleMate Access Levels

  3. Manage Your Contacts:

    • Add church members manually, import a CSV or Excel file, or send our team your data for us to import for you. Help Guide on Importing Data into SteepleMate

    • This is also a great opportunity for data cleanup, if needed. Even if you are on the Free SteepleMate plan, we will map and import your data for you.

  4. Launch the System:

  5. Stay Connected and Learn More:

    • Join the SteepleMate community forum located at Blog.SteepleMate.com 

    • Touch base with your account manager.

    • Watch tutorial videos and read the knowledge base.

    • Subscribe to updates for new features and enhancements.



      • Related Articles

      • Organization Settings in SteepleMate Free

        Welcome to SteepleMate! This guide will walk you through the essential steps to set up your Organization Settings so your church can start using SteepleMate efficiently. If you need additional help, don’t hesitate to reach out to your Account ...
      • How to Customize Date Fields in SteepleMate

        SteepleMate now allows you to customize up to six date fields in member profiles. This feature gives your church flexibility in tracking key milestones such as baptism dates, first visits, membership anniversaries, and more. These fields can also be ...
      • Managing Web Kiosk Submissions

        Audience: Church administrators using SteepleMate Free Focus: Reviewing and managing prayer requests, testimonies, and messages submitted through the Web Kiosk What Can Church Members Do? From the Web Kiosk, members can: Sign In for Prayer or Fasting ...
      • Importing Data into SteepleMate

        Our team can import your members and finances for free! Let us handle the heavy lifting and get your data into SteepleMate without the hassle. Just send us the exported file from your previous system, or connect with your account manager for ...
      • OfferingMate: Getting Started and the Essentials

        We are thrilled to assist you on your journey to enhance your giving programs. Getting started with us is straightforward, but having the right information at your fingertips will ensure a smooth and efficient registration process. Below, we detail ...
      • Recent Articles

      • Create and Manage Deposits in SteepleMate

        This help guide will walk you through how to create and manage deposits in the SteepleMate Finance section. Once deposits are marked as Processed, all offerings within the deposted batches become visible to contributors in their contribution history ...
      • How to Manage Access Levels in SteepleMate

        In this guide, we’ll walk you through how to access, modify, and audit user access levels within your SteepleMate system. Step 1: Access the Access Levels Page From the left navigation menu, go to Manage > Access Levels. You’ll be taken to a screen ...
      • Why Aren’t My New Guests Getting Added to the CareTrack Automation?

        If you’re noticing that newly submitted guest forms are not triggering the New Guest CareTrack, the most common reason is that the guest hasn’t been marked as “present” for a service. Quick Explanation SteepleMate’s CareTrack automations rely on at ...
      • How to View and Export Custom Form Submissions in SteepleMate

        This guide walks you through how to access, view, and export submissions from any custom form or survey created in SteepleMate. Whether you’ve built a form for Vacation Bible School, a church conference, or any other event, you can easily pull ...
      • Add a Live Stream Link to Your Church Website

        Make it easy for visitors to watch your church services live or on-demand by adding a streaming site URL to your SteepleMate church website. This guide walks you through how to display a “Watch Now” button that links directly to your YouTube, ...