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GoSeedly Facilities & Calendar Church CRM Kit / INSTALLATION

A clear path
to your workspace.

Bring the kit into your compatible Seedly installation, preserve existing work, and choose the starter content that fits your team.

01

Start with your Seedly project.

Use your separately obtained Seedly CRM 5.8.4 installation with extension API 1, a configured backend, and working authentication. Keep a private source checkpoint, including existing customizations. Use Node.js 20 or newer.

02

Run guided setup.

Extract the kit outside the Seedly source folder. From the kit directory, run node setup.mjs. The check identifies supported integration files, changed files, and destination conflicts before installation.

03

Build and connect.

Deploy the included required helper from your authoritative backend source before connected edits. Follow QUICKSTART.md with your project’s existing package manager. Build the web app, sign in, and open your existing /location/YOUR_LOCATION_ID address. Verify access, navigation, and your important CRM flows.

Install the interface.
Choose the starting content.

Frontend installation and optional account content are separate. The included original backend helpers are required for connected bookings, the rooms record, the form inbox, households, the church lists, linked contacts and setup. They preserve native account permissions, unrelated custom fields and row history, keep bookings, rooms, households, people, hours and money apart, refuse door and alarm codes, certificate and policy numbers, children's ages and names lists, allergy and custody notes, health details, logins, card and bank numbers and Social Security numbers as a guard against accidental entry rather than a guarantee, refuse dates still ahead for things that already happened, and check revisions before saving. To update, run the previous release's remove and this release's install in your Seedly working tree with no deploy or build in between, then deploy the backend, then build and deploy the web app; if remove refuses a file you edited, keep a copy of your edits, put the file back exactly as the previous release's installer wrote it (from your own commit made right after installing it, or by installing that release on a fresh copy of the same Seedly version and copying the file from there), remove and install, then re-apply your edits. Since 0.1.1 every helper an earlier page calls keeps its arguments and answers, so a page still open on the previous release keeps working between the two deploys. Pipelines, drafts, forms and documents are optional. Follow QUICKSTART.md and STARTER_CONTENT.md for the exact integration. The frontend installer does not deploy your backend.

Pick your starting structure.

Starter setup offers Guest follow-up, Serving teams, Group leaders, Care requests, Facility requests, Outside rentals & weddings. Select individual pipelines and drafts, or use a suitable existing pipeline with the exact stage needed by the chosen draft.

Adapt each workflow.

All 16 workflows remain inactive drafts. Review their native triggers, internal tasks, notes, timing, and assignments before publishing in Seedly. Timed waits do not check whether a task is complete or the stage has changed. The message drafts’ text and email steps ship switched off and send only after your office turns them on.

Explore sample mode.

Explore Ninebark Community Church, a fictional church with twelve rooms in two buildings and 36 bookings that put 28 on the week ahead: midweek groups, a Saturday wedding with its Friday rehearsal, a celebration of life with its agreement still out, a Wednesday dinner whose board is a stage behind, two room conflicts, three pending requests, two maintenance blockouts and 16 setup and AV tickets, on top of 14 households with children recorded as a first name and an age band, first-time guests, groups, a two-service roster, events, care requests and 41 recorded gifts. Sample edits stay in memory and reset on navigation or reload. Add ?example=1 to the home or custom-view URL. Leave sample mode to return to your real account.

MORE OF THE WORKING DAY

From the first inquiry
to the final handoff.

Editable native forms and document templates give your team a practical starting point.

01 / INTAKE & FOLLOW-UP

Three ready-to-edit forms.

  • Plan your visit
  • Connection card
  • Prayer request
  • Serving team interest
  • Event sign-up
  • Room request
  • Rental inquiry

Choose forms individually in Setup & resources, then customize and publish them in the native form builder.

02 / WORKING DOCUMENTS

Three reusable templates.

  • Membership covenant
  • Volunteer policy
  • Facility use agreement
  • Wedding planning sheet
  • Room setup sheet

Open each template in Documents and complete it for the actual job or visit.

03 / THE NEXT STEP

Checklists alongside the work.

Record progress and notes in the kit’s operating views. Keep earlier rows by archiving them, and retain the context for the next person.

Forms collect information for staff review. They do not automatically change the kit’s custom records. Repeating setup preserves existing resource edits.

INSTALLING WITH AN AI AGENT?

Give it the context.
Keep your custom work.

Existing records and unrelated custom source do not require starting over. Modified integration files need a deliberate merge.

Start with the copy-and-paste prompt in INSTALL_WITH_AI.md.
Read AGENT_INSTALL.md for routes, permissions, provider wiring, backend contracts, and compatibility requirements.
Run node setup.mjs check "/path/to/seedly" before modifying files.
Preserve existing extensions, providers, account controls, custom pages, and unrelated data.
Use a reviewed merge for changed integration files; never replace them with clean copies or bypass the installer’s fingerprints.
Deploy the required write helper from the authoritative backend source before connected edits; preserve existing functions and authorization.
Build and verify account access, original CRM modules, new screens, saving, and reload behavior before publishing.

Make the workspace
feel like your team.

Edit apps/web/components/devlaunch-church-facilities-calendar/config.ts to set business name, descriptor, default pipeline name, booking currency and message mode, then rebuild. The design applies to the entire web installation. Use separate web installations to evaluate different full-interface kits, rather than stacking their installers.

Starter removal, updates, and rollback

Review unused starter additions for removal in Starter setup before removing the frontend. Server checks preserve edited or published workflows and pipelines with jobs or references. The process targets recorded kit additions rather than sweeping account records.

Preserve your local configuration and source edits. Preview frontend removal with node setup.mjs remove "/path/to/seedly" --dry-run. The automatic uninstaller uses a private restoration receipt and refuses to overwrite later edits. Keep that receipt private and out of public hosting or source exports. Removing frontend files does not remove account data or undeploy backend functions.

For an update, follow the documented removal/install process and reapply your preserved changes. A manually merged installation needs its own private change ledger and reviewed source rollback.

What the workspace records

Each booking is an opportunity in Facility requests or Outside rentals & weddings, linked to the requester's contact, holding the title, kind, rooms, date, start and end as clock times, setup and teardown, a weekly repeat with skipped weeks, the status and the dates the request came in and was decided, the people expected, and for outside bookings the fee and deposit as recorded, whether an agreement is needed and its dates, the certificate of insurance as yes or no, the tour, walkthrough and rehearsal, plus setup and AV tickets. Rooms and maintenance blockouts live in their own account record. Households keep the shared church record: adults linked to Seedly contacts, children as a first name and an age band only, groups and teams, attendance, sign-ups, gifts as recorded by fund and care requests as category labels. The shared church lists fit one to three weekly services; a church with four or more should keep its roster and headcounts elsewhere for now.

Lintel records what the office decided. It creates each booking's opportunity at the stage that matches its status and never moves it afterward; the office drags it in Seedly. A stage draft runs only when a booking is dragged into its stage on the Seedly board, not when Lintel records a booking at a later stage, and the Requests view marks a board that is behind. The Setup sheet task is due the day before the booking's next date, one task per drag even for a weekly booking. Lintel reads every open booking and every open household with its own paged queries, past Seedly's 1,000-opportunity board limit, and no read takes every household at once, so a church with years of attendance and giving stays inside the database's read limits. Today, the masthead, setup and the day each card, request and prayer request arrived follow the church time zone, and the week rolls over at the church's midnight, daylight saving nights included. Clock times stay wall-clock times, so a daylight saving change moves nothing, and conflicts count setup and teardown. Lintel never approves a booking by itself, never compares capacity with a headcount, says nothing about occupancy or safety rules, keeps no door, alarm or keypad code and no certificate or policy number, and processes no fee or deposit. The facility use agreement is a bracketed template your church writes with its own advisers, not legal advice. Saving a household keeps the church tags on its linked contacts and moves the guest follow-up opportunity forward a stage, never back. The three message drafts hold real texts and emails with every send step switched off, every text behind a check that the contact agreed to texts and every email behind one that they did not opt out, every text ending with the opt-out line, each draft added with a 10:00 to 19:30 church-time send window, and a paused check ending the run rather than sending; you add them only after ticking that you record consent, you can add them before your A2P campaign is approved, and nothing sends until your office reads each step and turns it on. Lintel has no child check-in and refuses children's exact ages, birthdays, names lists, allergy and custody notes and health details. Giving is only what the office typed in. Access codes, Wi-Fi and portal logins, card, bank and routing numbers and Social Security numbers are refused in recorded text, while text such as Custodian unlocks the side door at 7:30, Room 204 and John 3:16 is kept. That is a guard against accidental entry, not a guarantee, and the shapes it cannot tell from ordinary text are listed in the README. The public form drafts hold only names, email, phone and fixed choices, plus one guarded event name line on the room request. Install one church kit per Seedly installation. A matching Seedly church website template is available separately.

The kit’s original operational screens share the frame with full CRM modules from your own Seedly source. Existing account permissions, feature gates, and configured providers still determine access to those modules.