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Client onboarding

TheFaithApp uses a reviewed, invitation-only onboarding process for new church accounts. Public visitors can explore the demo, book a conversation, or request access without immediately creating an account.

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Request access

A church begins from the Request access page on the TheFaithApp website. The form asks for enough context to understand the church, its goals, approximate size, current tools, and desired start date. Submitting the form does not create an account. The page confirms receipt while the request enters the Super Admin review queue and the platform review inbox receives an alert. The applicant receives an email only if a Super Admin later sends an approved invitation.

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Review a request

Super Admins can open Client Onboarding to see new requests and invitations already in progress.

1. Select Review beside a church.
2. Confirm the church and contact details.
3. Record internal discovery notes.
4. Move the request through New, Contacted, or Qualified.
5. Send an invitation when the church is ready to proceed, or decline the request when it is not a fit.

Internal notes are visible only to Super Admins. The review panel also records when an invitation was last sent, when it was first opened, when it expires, and how many times it has been sent.

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Send a private invitation

Selecting Send invitation emails a private account setup link to the approved contact. A Super Admin can also use Invite a client to invite a church directly after an offline conversation. Each invitation:

• is tied to the approved email address;
• can be used only once;
• expires after seven days;
• can be resent with a fresh link; and
• can be revoked before account creation.

The recipient confirms their details, chooses a password, reviews the church information, and uploads the church logo. Opening the email-bound invitation also verifies the approved address, so completing setup does not send another verification, welcome, or new-registration email. The account becomes active only after setup is completed successfully.

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Demo and onboarding calls

The public request page keeps two lower-commitment options beside the form:

• Explore the live demo opens the dedicated demo environment.
• Book a demo call opens the TheFaithApp scheduling page.

Use a call when the team has rollout, migration, or fit questions. Visitors who only want to understand the product can begin with the demo.

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Invitation problems

If an invitation has expired, was revoked, or was already used, the setup page does not expose the church details. The recipient should contact TheFaithApp so a Super Admin can review the request and send a fresh invitation when appropriate.