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First Steps

First Steps is your church's customizable post-conversion discipleship program. After a new convert experiences the New Birth (Repentance, Water Baptism in Jesus' name, and receiving the Holy Ghost), the most critical period begins: getting them established and connected to the life of the church so they don't slip through the cracks.

First Steps gives pastors and leaders a clear picture of where every new convert stands in that process — and ensures no one is forgotten.

First Steps Flow

How First Steps Works

Each church configures their own First Steps program with:

  • 2 to 12 steps (you choose how many)
  • Custom names for each step (matching your church's terminology)
  • Sequential tracking so you can see where each new convert is in the journey toward becoming an established, faithful member

Example Configurations

A church might set up their steps like:

StepExample Name
Step 1Welcome Class
Step 2Water Baptism Class
Step 3Foundations of Faith
Step 4Discovering Your Gifts
Step 5Serving in Ministry
Step 6Small Group Leadership

Every church is different — some use 2 steps, some use 8, and others build entirely custom tracks. The platform adapts to however your church does discipleship.

Tracking Student Progress

For Leaders and Admins

  1. Navigate to First Steps in the sidebar to see all students and their progress
  2. The First Steps page shows a grid of students with their completion status for each step
  3. Click on a student's step to mark it as complete with a date

You can also update First Steps from the student's profile page.

For Students

Students can view their First Steps progress on their My Progress page. They can see which steps are completed and which are still ahead.

Sensitive Steps

Some steps can be marked as sensitive in settings. Sensitive steps are only visible to pastors and leaders, not to regular teachers. This is useful for steps that involve personal counseling or holiness standards conversations.

Configuring First Steps

Admins can configure the First Steps program under Settings > First Steps. See First Steps Configuration for full details on:

  • Choosing the number of steps
  • Naming each step
  • Marking steps as sensitive

First Steps Analytics

The dashboard and reports include First Steps data:

  • Completion chart showing how many students have finished each step
  • Funnel analysis identifying where new converts tend to stall
  • Overall completion rate for your church

These insights help pastors answer a key question: "Are our new converts being established, or are we losing them?"