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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​