Run sheet
How to run the church from here
If you are choosing software, start with Who Disciplo is for. The rest are jobs: the person at the door, the follow-up lead, the treasurer, the admin finishing setup. Start with the first week if the dashboard card is still open.
01
Considering Disciplo
Whether this is the right church software.
- Considering DisciploWho Disciplo is for — and who should waitGrowing independent US churches of about 150–700 on a weekend. Three jobs: guests, Sunday, and giving that stays yours.5 min
- Considering DisciploTalk to us, or start the trialThe public form on the homepage is how a pastor reaches Disciplo. Starting a trial also opens a card on our side so we can email the first-Sunday path.3 min
- Considering DisciploTrial, demo, and sample dataYour church, a shared sandbox, and generated people are three different things. Mix them up and Sunday gets messy.4 min
02
First week
What to finish before Sunday carries the church.
- Church adminGetting started — the first weekWhat to finish before Sunday so the product is carrying the church, not the other way around.8 min
- Super AdminInvite your teamGive follow-up a second owner before Sunday. Roles decide what a volunteer can see — including children and pastoral notes.6 min
- Church adminChurch profile and email identityLogo, timezone, the name people see on email, and the address replies go to.5 min
03
People
The directory, households, import and lists.
- Office adminAdd and find peopleThe directory is the same person for the register, the first-timer card, pickup, and the gift.6 min
- Office adminHouseholds and guardiansHousehold check-in and child pickup both hang off who lives together and who may collect a child.6 min
- Church adminImport peopleA spreadsheet of the church, mapped once. Sample rows are not an import.7 min
- Church adminMerge duplicatesTwo cards for one person split their attendance, follow-up and giving. Merge before Sunday.5 min
- Office adminListsA named set of people you can message, without rebuilding the filter every Tuesday.4 min
- Church adminStatuses and tagsStatus is where they are in the church. Tags are labels you invent. Workflows can watch both.5 min
04
Guests and follow-up
A guest becomes a person with an owner.
- Welcome teamWelcome form and QRThe door card is a published form with a QR. Submission creates a person and an open follow-up record.6 min
- Follow-up leadFirst-timers and PipelineA guest becomes a person with an owner, a stage, and a next action — not a name on a clipboard.6 min
- Follow-up leadFollow-up tasks and playbooksA playbook is the church's standard set of tasks. A task is the one assigned to a person this week.6 min
- Follow-up leadNext Steps: one invite at a timeA Next Step is what the church is inviting someone to do. The task is what the church must do to invite them.5 min
- Follow-up leadSet up the guest pathwayFour roles, one weekly rhythm and two recipes. A small church can give all four roles to one person.6 min
- PastorThe discipleship pathwayA queue of people to move along a named path — not a second follow-up board, and not the journey programme.5 min
05
Sunday and gatherings
The door, the rooms, the report, the calendar.
- Gatherings leadCreate this week's serviceCheck-in, the kiosk and pickup codes all hang off a named gathering.4 min
- Welcome teamSunday check-in — the welcome deskHow the register, dual presence, undo, and household check-in actually work at the door.7 min
- Welcome teamKiosk mode at the doorA full-screen tablet check-in. It still needs a signed-in user. There is no anonymous PIN yet.5 min
- Children's teamChild pickup codes — check-in to checkoutThe code is generated for this Sunday when the child is checked in, and it is what you use to release them.6 min
- Children's teamChildren's rooms and ratiosWhich room, how many, and whether there are enough adults. The ratio is the point.6 min
- Follow-up leadAbsence alertsWho usually comes and did not, so Tuesday still has an owner.4 min
- PastorService reportsWhat happened this Sunday, written once, so the staff meeting is not a reconstruction.5 min
- Gatherings leadService plans and checklistsWho does what before the doors open — not the register, and not the write-up after.5 min
- Events leadEvents and registrationsA dated gathering that is not this week's service. Public registration is a form with a list you can export.6 min
- Ministry leadVolunteer slotsAn unfilled role with a headcount. Members can claim it from the portal. Staff can still assign.5 min
- Gatherings leadAttendance streaksWho keeps showing up — and how the streak calendar is built from your services and events.5 min
06
Giving
The offering stays the church's. Stripe still takes processing.
- TreasurerGiving stays the church'sOnline gifts go to your Stripe account. Disciplo does not take a cut of the offering. Stripe still charges its processing fee.4 min
- TreasurerRecord a giving batchCash, cheque and the Sunday count. Verify with two people. Corrections are reversing rows, not edits.7 min
- TreasurerWho gave, and howGiving → Activity is the named list: date range, batch vs online, fund and campaign. Reports stay totals-only on purpose.4 min
- TreasurerConnect online givingStripe Connect onboarding, then wait until charges are enabled. Re-check status if the public page still refuses gifts.7 min
- TreasurerPledge campaignsA named ask with pledged, given, and still-to-come. Cash against a pledge is allowed — the fund comes from the campaign.6 min
- TreasurerGiving statementsA year-end (or anytime) statement with campaign lines and how each gift arrived.5 min
- TreasurerUnlinked giftsAn online gift we could not match to a person. It is a job to finish, not a number to read.4 min
07
Belong and serve
Groups for belonging. Ministries for serving.
08
Communications
Compose, keywords, sequences, inbox and deliverability.
- Anyone who sendsSending texts and emailCompose, schedule, quiet hours, and how SMS credits are counted from message segments — not one credit per person.8 min
- AdminSequencesA timed campaign. Workflows start it. They are not two competing inboxes.6 min
- Anyone who sendsShared inbox and deliverabilityReplies land in one place. Bounces are typos. A spam complaint is someone who asked to stop — and it affects every church on the platform.6 min
- Anyone who sendsText-a-word keywordsA poster word people text to opt in. The church picks the word. Unknown senders become people.6 min
09
Workflows
When they fire, and where to read a skip.
10
Discipleship
Journeys, classes and the baptism funnel.
- Discipleship leadJourneys and cohortsA path with steps, then a cohort walking it together. This is a stay-feature — not why you should sign.6 min
- Discipleship leadClassesA scheduled class with a roster. Message the class from the same send engine as Compose.4 min
- PastorBaptism funnelWho is interested, in class, scheduled, and baptised — derived from the person, not a sticky note.4 min
11
Assessments
Scored check-ins, who may read them, and what the bands mean.
- Pastor or church adminSend your first assessmentClone a template, configure it, send it to a list. Three steps in that order — Share stays locked until there is a question.6 min
- Pastor or ministry leadReading the resultsScores per area, a band that says what to do about it, and the change since last time.6 min
- Church adminWho can see an answerNamed and anonymous sends, and the two permissions that decide who reads what.4 min
- PastorBuild one from a sermonPaste the notes, let AI draft the questions, then read every one before you keep it.4 min
12
Forms, care, outreach
QR forms, prayer, cases and campaigns.
- Office adminForms and submissionsBuild a form, publish it, read what came in. The welcome form is the first one that matters.6 min
- Prayer teamPrayer requestsA request with a team that can act. Not a care case, and not a public wall unless you put it on the portal.4 min
- PastorCare cases and re-engagementA case is pastoral work with an owner. Re-engagement is people who went quiet.6 min
- PastorCounseling appointmentsPublish counselor availability, book sessions, and let members or guests request a time.7 min
- Outreach leadOutreach campaignsHow they found the church, and who invited them. Distinct from how the record got into Disciplo.5 min
13
Reports
The numbers a pastor actually opens on Tuesday.
14
Portal and settings
The screens that bite if they stay wrong.
- Church adminMember portalWhat members see: profile, groups, volunteer slots, prayer, giving history. Staff configure it under Settings, not under /portal.6 min
- Super AdminCampusesA second campus appears only when the plan allows it and you actually create one. Retiring a campus needs a destination.6 min
- Super AdminBilling and plansHow the church pays Disciplo. Not Stripe Connect. Plans gate modules — hidden in the nav, not greyed out.6 min
- Safeguarding leadSafeguardingBackground checks on ministries that require them. A billing tier cannot switch this off.5 min
- Anyone signed inNotificationsChurch defaults, then your own row. You may turn yourself down, never up — SMS and email spend the church's allowance.4 min
- Super AdminExport, erasure, and closing the churchA person can be exported or erased. The whole workspace can be deleted. Audit logs are append-only.6 min
- Anyone signed inAsk Disciplo — tickets and look-inHelp first, then a ticket. Look-in is a time-boxed grant. We never use the church password.5 min