
Quick Start
- Navigate to Organization in the sidebar.
- Click Add Church and enter your church name, city, and contact details.
- Under your new church, click Add Ministry (e.g., “Worship Ministry”).
- Under the ministry, click Add Service Type (e.g., “Sunday Morning Worship”).
- Add Template Roles to your service type (e.g., Worship Leader, Pianist, Sound Tech).
How-to Guide
Build the Full Hierarchy
Add a Church
Go to Organization and click Add Church. Fill in the church name (required), address, email, and phone. Click Save.
Add a Ministry
Click the + icon on the church node and select Add Ministry. Enter the ministry name, choose a color (used in Calendar), and optionally assign a leader. Click Save.

Configure Service Template Roles
Template roles are the key to automatic roster slot generation:Add Roles
Click Add Role and select from the team role catalog (e.g., Worship Leader, Guitarist, Usher). Set the quantity for each role (e.g., 2 Ushers, 1 Sound Tech).

Resolve Health Panel Warnings
- Check the Organization Health Panel at the top of the page.
- Warnings appear for: churches with no ministries, ministries with no service types, or service types with no template roles.
- Click a warning to navigate directly to the incomplete node.
- Complete the missing configuration to resolve the warning.
Pro-Tips
Multi-site support (multiple churches) requires a Max plan. Compare plans →
Related Guides
Programs
Programs are created under a specific service type
Roster
Template roles drive roster slot generation
Settings
Manage the team role catalog in Settings > Catalogs
Calendar
Ministry colors drive calendar event styling