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Onboarding Wizard

The setup wizard is the guided run through Passport's first-day decisions — church details, your people, service times, how you welcome visitors — in the order that causes the least rework.

What you need​

  • A Passport account with the Admin or Super Admin role
  • Your church address and service times
  • A list of your people, if you are moving from another system

The wizard opens by itself the first time you sign in. You can also reach it at /onboarding.

:::tip You can leave and come back Progress saves as you go. Close the tab at step 4 and you will start at step 4 next time. :::

The steps​

Some steps only appear if your plan includes them, so you may see fewer than nine. Each step works on items in your Setup checklist, and the wizard reads that same list: a step whose items are already done, however you did them, shows as done here too.

1. Confirm your church​

Name, address, phone, and the timezone everything else is scheduled in. This is the information that appears on your Plan Your Visit page, on printed cards, and in the footer of every message you send. Finishing it ticks Finish your church profile. You cannot skip it.

2. Bring your data​

Import people from Breeze, Planning Center, or a CSV. Import your people takes you to Admin → Settings → Import & export, the one place Passport imports from, and brings you back here once the import is under way. Doing this before anything else matters more than it looks — building groups by hand first means duplicating everything your old system already knows. See Importing & Exporting Data.

3. When do you meet?​

Your service times. We pre-fill Sunday at 10:30 so nothing is blank; correct it, or keep it if it is right. Finishing this step ticks Confirm your service times.

4. How will you welcome visitors?​

Choose how guests reach you — a QR connection card they fill in on their own phone, a staff member with a tablet, or both. This sets up the Visitor Connection Card and staff intake. You cannot skip it.

5. What your guests will hear​

The messages that go out after a first visit, and whether texting is on. Finishing it with follow-up switched on ticks Make sure follow-up actually sends.

6. Meet your first guest — you​

Add yourself as a guest and watch your own phone get the welcome text. This ticks Capture your first guest. You can skip it.

7. Make the starter content yours​

Rename, keep or remove the seeded groups and ministries, and turn platform classes on or off. Finishing it ticks Make the starter groups yours and Say which teams you actually run.

8. Invite your team​

Add the people who will use Passport and give them roles. Sending at least one invite ticks Invite your team; continuing without one leaves it on the checklist. See Users & Roles.

9. You're ready for Sunday​

The last step shows the ways guests reach you and where to print them.

What happens next​

Finishing the wizard takes you to Today, where the setup card shows how far you are. The full list is in Setup. Anything you skipped here is still an item there rather than being lost.

Common questions​

QuestionAnswer
I skipped a step. Is it gone?No. Its items stay on your Setup checklist.
Can I run it again?The wizard is once per church, but everything it sets is editable under Admin → Settings.
I saw fewer than nine stepsSteps for features your plan does not include are hidden. Check Admin → Settings → Plan & billing.
Do I need my people imported first?Not to finish the wizard, but importing before you build groups saves the most rework.

Next steps​