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.



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