First, get your foundation ready
Start the 30-day trial, review church details and time zone, and choose who will lead setup. Keep existing systems available while you evaluate the new workflow.
- Confirm the church name, contact details and time zone.
- Choose a setup owner and the staff who will test with them.
- Decide which workflow you want to improve first.
Bring your people across
Use the migration guide to choose a supported source, review the preview and check the resulting records. Keep source exports for your own records.
Try a real ministry task
Start with a connection card and guest follow-up, a service plan, or one group’s attendance. Review the steps with the people who will use them each week.
Invite the team, then the congregation
Review staff access before invitations. Prepare the app and its actual installation links before a wider member rollout. Use the public learning center for task instructions.
Choose your next step
Review the current plans before the trial ends. Without a paid plan in force, Free-plan limits and capabilities apply; existing records remain available under the applicable permissions. Contact support with the task and the point where you got stuck.
By Moriah LLC, makers of ChurchFoundry · Reviewed
