First Steps Configuration

Configure your church's discipleship program to match your unique curriculum. Every church has the flexibility to define their own steps.

Accessing First Steps Settings

1. Navigate to Settings in the sidebar
2. Click First Steps

Configuring Your Steps

Number of Steps

Choose between 2 and 8 steps for your discipleship program. Consider your church's discipleship process when deciding:

• 2 steps — Simple programs (e.g., "Welcome" and "Foundations")
• 4 steps — A common choice for churches with a structured onboarding path
• 6-8 steps — For comprehensive discipleship programs with multiple stages

Naming Your Steps

Each step can have a custom name that matches your church's terminology. For example:

Step #	Example A	Example B	Example C
1	Welcome Class	New Believer Orientation	Foundations
2	Water Baptism Prep	Baptism Class	Growing in God
3	Foundations of Faith	Doctrine	Serving
4	Discovering Your Purpose	Ministry Training	Leadership

Sensitive Steps

Some steps may cover sensitive or personal topics. You can mark individual steps as sensitive:

• Sensitive steps are only visible to pastors and leaders
• Regular teachers will not see these steps on student profiles
• This is useful for steps involving personal counseling, lifestyle changes, or confidential topics

To mark a step as sensitive:

1. Click on the step in the configuration
2. Toggle the Sensitive option on
3. Save your changes

Saving Changes

After configuring your steps:

1. Review the step names and order
2. Click Save
3. The changes will be reflected immediately across all student profiles

caution

Changing the number of steps will affect how student progress is displayed. Existing completion data is preserved, but adding or removing steps may require updating records for current students.

Best Practices

• Choose step names that are clear and meaningful to both leaders and students
• Keep the number of steps manageable — enough to provide structure, but not so many that students feel overwhelmed
• Use sensitive marking sparingly for steps that genuinely require confidentiality
• Consider your church's actual onboarding process when designing steps