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Setting Up Your Church Organisation

A well-configured organisation profile helps Shepherd work more effectively for your specific church context. This page covers the detailed setup options available under Settings → Organisation.

Church Profile

Your church profile includes:

  • Name — Your church's official name as it will appear on reports, communications, and the member portal
  • Logo — Upload your church logo (PNG or JPG, recommended size 512×512px)
  • Description — A brief description of your church (shown on the member portal)
  • Website — Your church website URL
  • Social media — Optional links to your Facebook, Instagram, or X (Twitter) pages

Contact Information

Keep your contact details up to date so members and visitors can reach you:

  • Primary phone — Main church contact number
  • WhatsApp number — If different from the primary phone
  • Email — Church administration email
  • Address — Full physical address, including city and country

Service Settings

Configure your regular services so attendance can be automatically prompted:

  1. Go to Settings → Services
  2. Click Add Service
  3. Enter the service name (e.g., "Sunday Morning Service", "Wednesday Bible Study")
  4. Set the day of week and time
  5. Optionally assign a venue or branch

Shepherd will use these service definitions when you take attendance.

Branches and Campuses

If your church has multiple locations:

  1. Navigate to Settings → Branches
  2. Click Add Branch
  3. Enter the branch name, location, and branch pastor
  4. Assign members to branches as needed

Branch-level reports allow each campus to track their own metrics while the main admin sees the full picture.

Membership Categories

You can define custom membership categories that reflect your church structure:

  • Full Member — Baptised and committed members
  • Adherent — Regular attendees not yet members
  • Child — Members under 18
  • New Convert — Recently saved individuals in follow-up

Go to Settings → Membership Categories to add, edit, or reorder these.

Next Steps