Getting Started

This guide walks you through the initial setup of SanctuaryOS for your church. Complete these steps in order to ensure your system is properly configured before inviting staff and volunteers.

Setup Checklist

1. Church Profile — Set your church name, legal name, tax ID, country, currency, timezone, contact information, and receipt settings.
2. Campuses — Create your campus locations. If you are a single-site church, you still need at least one campus — it was created during onboarding but you can update its details here.
3. Branding — Upload your church logo URL. This logo appears in the navigation header, giving receipts, and email communications.
4. Users & Roles — Create user accounts for your staff and assign appropriate roles. Each role controls which modules and data a user can access.
5. Service Schedules — Set up your recurring service patterns (e.g., Sunday Morning at 10:00 AM). Services are automatically materialized from these patterns.
6. Fund Accounts — Configure the giving funds your church uses (General Fund, Building Fund, Missions, etc.) in Steward settings.

Who Can Do This

Initial setup should be performed by a Super Admin or Lead Pastor account. These roles have unrestricted access to all settings pages. Other admin-level roles (Finance Admin, Campus Admin) can manage settings within their area of responsibility.

Setup Pages