Setting up your church in Relius
Map your people, groups, services, and permissions in one afternoon workshop. Here is your roadmap.
Welcome to Relius! We've designed the setup process to be intuitive, but having a checklist ensures you don't miss any critical configuration steps.
1. Foundation (15 mins)
- Complete Church Profile
Add your logo, address, and primary contact info. This appears on giving receipts and emails.
- Configure Campus(es)
Even if you're one location, set it up correctly now to allow for future growth.
2. People & Groups (30 mins)
- Import Members
Use the CSV importer (see our migration guide).
- Create Group Types
Define your structure: Small Groups, Serving Teams, Classes, Committees.
- Set Up Volunteer Positions
Create roles like "Greeter", "Kids Teacher", "Worship Team".
3. Giving & Finance (20 mins)
- Connect Stripe
Enable online giving securely. This requires your bank account info.
- Create Funds
Set up "General Fund", "Missions", "Building Fund", etc.
4. Events & Check-in (15 mins)
- Create First Service Event
Set up your Sunday service as a recurring event.
- Configure Check-in Stations
Set which labels print for which age groups.
5. Team Access (10 mins)
- Invite Staff
Send invites to your team members.
- Set Permissions
Assign roles (Admin, Finance, Group Leader) to ensure data privacy.
Next Steps
Once you've checked these boxes, you're ready to go live! We recommend doing a "soft launch" with just your staff and key volunteers for one week before rolling out to the whole church.