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The dashboard setup guide now continues past publishing a form. Main church administrators can follow five saved steps: church details, a member, a public form, a completed public response, and a recorded follow-up. When the first response arrives, the guide points to Forms → Responses. Assign a staff member and due date, then select Save follow-up, or save a finished response as Completed. Spam and unfinished responses do not count toward the guide. The reminder returns to unfinished setup tasks afterward. Completed churches retain a link to review responses. Recording a next step does not send messages or carry out follow-up for your team. Read Client onboarding for the full steps.