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Trellis 101: what it is, how to set up your church, and how people sign in. New to Trellis? Read these in order.

1. 1Trellis in ten minutesWhat Trellis is, its parts, the one record for every person, Home, who uses it, and where to go next.
2. 2Trellis wordsWhat the words Trellis uses mean, each in a sentence, with where to read more.
3. 3Set up your churchStart your church on Trellis, then work through the Getting set up checklist on Home, one step at a time.
4. 4Who can do whatEvery role in Trellis, what each one can see and do, and what members see when they sign in.
5. 5Add your peopleEvery way people get into Trellis, from a spreadsheet or one at a time, and how they then sign in.
6. 6Signing inHow signing in works with an emailed link or code, setting a password if you want one, switching churches and signing out.
7. 7Trellis on your phoneHow Trellis works on a phone, from Today and the bottom bar to Menu and your own menu, and how to put it on your home screen.
8. 8Turn parts on and offTurn on the parts of Trellis your church needs, how the 30-day free trial works, and what happens when a part is off.

Guides

How each part of Trellis works, one task at a time.

Step by step

Checklists for the big moments: the first week, Sunday morning, year-end statements.

• Your first weekStep by step from signing up to your first Sunday on Trellis: set up, bring people in, invite the team, turn on parts and send the first email.
• Sunday morningStep by step for the office and directors, from the last days before a service through running it live and writing it up.
• Start a new season of groupsWrap up the last season, set up this season's groups, leaders, schedules and rosters, and get them listed on Find a group.
• Hand over a groupWhen a leader steps down, give the group to its new leader, take away the old leader's access, and know what carries over.
• Send your first email to the whole churchStep by step, from turning Communications on to watching your first church-wide email arrive.
• Year-end statementsThe January checklist for getting every household a correct contribution statement for last year.
• Someone can't sign inA checklist for when a leader, staff member or member can't get into Trellis, with the likely cause and the fix for each.
• Something isn't workingReport a problem from inside Trellis, or email support, with what to include and what happens after you send it.
• Leaving TrellisTake a full copy of your church's records, stop paying, settle Stripe and recurring gifts, and close the account, in order.

Questions

Short answers to what churches ask most.

• Questions about getting startedCommon questions from churches new to Trellis, about cost, trying it out, bringing people in, signing in and phones.
• Questions about billingThe free trial, Pioneer pricing for church plants, adding a card, invoices, changing or cancelling, failed payments, and what happens to your data.
• Who can see whatWho sees notes, prayer requests, giving, check-ons and photos, what Silas and Ask Silas send to Anthropic, and where your data lives.
• Groups questionsShort answers to common questions about groups, leaders, roll, write-ups, check-ons and Find a group.
• Lighthouse AI questionsShort answers to common questions about Lighthouse AI: who sees it, what it costs, when it updates, forecasts and drafts.
• Questions about ServingShort answers about areas, directors, asking volunteers, answers, reminders and write-ups in Serving.
• Questions about Worship planningShort answers about the Score, lanes, songs, SongSelect, CCLI, what members see, and running a service live.
• Questions about church emailQuick answers about sending email from Trellis, lists, replies, unsubscribes, your own domain and text messages.
• Giving questionsFees, refunds, who sees giving, recurring gifts, cash and checks, and statements, answered briefly.
• Registration questionsLimits, waitlists, payments, refunds, private answers, managers and exports for sign-ups, answered briefly.
• Silas questionsWhat Silas is, what he reads, where it goes, what Ask Silas sends and keeps, whether he learns from your church, and what he costs.
• What Lighthouse AI readsWhat Lighthouse AI and Silas read, what they keep, how many people must raise a theme before it shows, and who can switch reading on.