Getting Started with SteepleMate Free: Configuring Your Organization Settings

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 Manager.

You can also schedule a video call for help with setup by scrolling to the bottom of this page. Find a time that works best for you, and we will be there to help you get started.


How This Guide Works

The Organization Settings page includes several sections, but not all of them require setup for Free subscribers. This guide will walk you through only the settings relevant to your subscription and skip those that apply only to Pro users.

We will cover these areas in the order they appear on your screen, so you can follow along step by step without having to jump around.




Finance & OfferingMate (Online Giving Setup)

If your church plans to accept online donations, you should set this up first. Finance features require approval, so starting early helps avoid delays.

To enable online giving:

  1. Go to Finance > OfferingMate Signup and complete your registration.
  2. Pay the one-time $50 underwriting fee (rebated after reaching $5,000 in donations within the first year).
  3. Set Up Payment Categories – Organize contributions by categories (e.g., Tithes, Missions, Building Fund).
  4. Share Your Donation Link – Direct donors to your OfferingMate web portal for online giving.

WarningPro Features Not Available: Contribution Reports, Text Giving, QuickBooks Integration, and Campaign Fundraising.



Identification (Organization Information)

Now, enter your church’s basic details:
  1. Organization Name – Enter your church’s name.
  2. Organization Administrator – Select the person responsible for managing the SteepleMate account.
  3. Physical Address – For people trying to locate, mail, or contact your church.
  4. Contact Information – Add your support email and phone number (this will be shown on your customizable website).
  5. Allow Family Self-Registration – Enable this if you want members to register their own families in SteepleMate.
  6. If you want to allow your church family to self-register, you will also need to add a sign-up key when launching SteepleMate. This unique sign-up key will be given to those you want to have access to the SteepleMate system, allowing them to update their profiles, participate in the prayer network, or create accounts for online giving.

WarningPro Features Not Available: Custom Website URL, Domain Redirects, and iFrame Embedding.



Information Entry & Visibility Defaults

Add the pastor's name in the Default Minister Name field and adjust church directory settings to control visibility. For example, if you want all church members and guests with access to the SteepleMate system to see the church directory, you can change the access level from "Do Not Show" to "Kiosk User and Above." Alternatively, if you prefer only church leaders or group leaders to see the directory, you can set the access level to "Care Center and Above."

Custom Data Fields – For tracking key milestones in peoples profiles  (e.g., Baptism, New Member Dinner). This section allows you to change the labels of these fields. 

WarningPro Features Not Available: Group Membership Notifications & Leadership Access.



Guest Connection Cards

Info

What are Digital Guest Connect Cards?

Digital guest connect cards are an online tool used by churches to collect information from visitors and new attendees conveniently. These cards can be accessed via QR codes, links on the church website, or within the church mobile app. They allow guests to fill out their information on their smartphones, tablets, or computers, providing the church with accurate and easily manageable data for follow-up and engagement.


Save the QR code that directs people to your digital guest connect card and copy the embed code to add it to your existing church website. You can also customize the intro and thank you messages that people will see when they begin and finish the guest connect card. Remember to click the green "Save" button to complete your changes.


WarningPro Features Not Available: Text-Based Guest Check-Ins & Automated Alerts.



Marquee & Kiosk Options

Even if your church doesn’t have physical kiosks, the Church Members Kiosk (web-based) can still be used to display important information:
  1. Enable Prayer Requests & Victory Reports – If you use the prayer features or have guests and members accessing the SteepleMate system, you may want to update the refresh rate for prayer requests, victory reports, and prayer logins. You can set the content refresh rate to daily, weekly, or other intervals. Remember to save your changes and contact us if you have any questions or need further assistance.
  2. Set Up Prayer Warriors – Allow members to submit and view prayer requests.

WarningPro Features Not Available: Pre-Screening, Kiosk Notifications, and On-Site Kiosk Management.


What About the Other Sections?

  1. Account Details – No action is needed here. This section simply displays your subscription and member counts.
  1. Other Pro-Only Features – You will see additional settings for features like group notifications and advanced financial tools, but they do not require setup in SteepleMate Free.


Need Help?

You can also schedule a video call for help with setup by scrolling to the bottom of this page and selecting a time that works best for you. If you have any questions, reach out to SteepleMate Support for assistance.