Step-by-step chapters for everyday tasks in Steward — adding members, organising branches and ministries, recording payments, sending reports, and more. Each chapter stands on its own, so you can jump straight to what you need.
Chapter 1
Signing in for the first time, completing the guided setup wizard, and finding your way around Steward.
Read chapter →Chapter 2
Adding a new member, grouping members into families, running Bible Classes, and keeping track of birthdays.
Read chapter →Chapter 3
Understanding branch hierarchy, adding and editing branches, and setting a branch's own reporting currency.
Read chapter →Chapter 4
Setting up ministry types, creating a ministry, and assigning members to it.
Read chapter →Chapter 5
Setting up transaction types and currencies, adding pledges, recording transactions, and reading balances and receipts.
Read chapter →Chapter 6
Finding the right report — financial, membership, operational, or executive.
Read chapter →Chapter 7
What members can see and do for themselves, separate from the staff dashboard.
Read chapter →Chapter 8
Controlling who on staff can see and do what, using Roles and permissions.
Read chapter →Chapter 9
System reporting currency, SMS setup, automatic birthday messages, and turning optional features on or off.
Read chapter →Chapter 10
Common issues with members, payments, and receipts — and how to reach support when you're stuck.
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