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GoSeedly Worship & Services 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 household creation and edits, the church lists, the service plans and song library, linked contacts and setup. They preserve native account permissions, unrelated custom fields and row history, keep households, people, positions, songs, uses, minutes and money apart, count song usage from the plans marked done and fold usage more than 13 months old into six-month counts, refuse children's ages and names lists, allergy and custody notes, health details, chord charts in titles, labels and notes, access codes, 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. Households are read page by page, so the workspace never stops at the 1,000 opportunities Seedly's board read returns, and the card inbox looks each card's contact up on its own. To update from the earlier release, remove it with its setup.mjs and install the new one in the Seedly working tree, with no deploy or build between the two, then deploy the backend, then build and deploy the web app; a page from the earlier release keeps working on the newer helpers between the two deploys, and the README says what to do if the removal refuses because an installed file was edited. 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, Worship and tech team. Select individual pipelines and drafts, or use a suitable existing pipeline with the exact stage needed by the chosen draft.

Adapt each workflow.

All 15 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 two Sunday services: plans for the coming Sunday, both ready, with the second running 2:30 over its target, drafts for the Sunday after, 24 services marked done, 40 fictional songs with 26 weeks of usage, band and tech teams with three positions open this Sunday, and 14 households with 23 adults and 10 children recorded as a first name and an age band, first-time guests, groups, a two-service roster, events, care requests, 41 recorded gifts and usher headcounts. 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
  • Worship and tech team interest

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
  • Order of service sheet
  • Band and tech schedule
  • Song usage worksheet

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-worship-services/config.ts to set business name, descriptor, default pipeline name 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 service plan holds its service, day, target length, status and running order: every item's kind, the song from your library or a label, who leads it, its length, the key for a song and a short note. The song library holds titles, writers as text, CCLI song numbers, keys and tempos, and usage is counted on the server from the plans marked done, one use per song per service. Usage needs no clearing: a service's usage more than 13 months old whose plan has been cleared is folded into counts per song per six-month period, keeping each song's last use, so the plans record stays small year after year. The plans record holds twenty weekly services planned three weeks ahead, or twelve planned eight weeks ahead, with room to spare, and setup shows how full it is. One contact-linked household record holds the household's status, the guest path, an office note, its adults linked to Seedly contacts, its children as a first name and an age band only, the groups and serving teams it joined, recorded attendance, event sign-ups, gifts as recorded by fund, care requests as category labels and a checklist. The church's services, funds, teams and positions, groups, events, roster and usher headcounts live in the account's own church lists. 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.

Cuesheet records what the office recorded. Songs are titles, writers, CCLI song numbers, keys and tempos: no field holds lyrics, charts, recordings or links, item notes stop at 200 characters, and a chord chart typed into a song title, an item label or a note is refused, whether as four chord symbols in a row or as chords in square brackets the way chord-sheet services export them. Name boxes and public form name answers do not run that chord rule. Usage is a count for your church's own CCLI report; Cuesheet reports nothing and makes no licensing claim. 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, sending only from 10:00 to 19:30 church time; 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. Cuesheet has no child check-in and refuses children's exact ages, birthdays, names lists (including lists after youth words such as "Youth band: Leo, Ava and Sam"), allergy and custody notes. Care requests are category labels and health details are refused. Giving is only what the office typed in: Cuesheet never processes, imports or receipts gifts and makes no tax claim. Today, the day a card or prayer request arrived, the events offered on the event sign-up form and the day song usage is folded follow the church time zone. Counts and totals read every household while the search box narrows only the lists, and red marks only a named alert. Access codes, Wi-Fi, livestream and portal logins, card, bank and routing numbers and Social Security numbers are refused in recorded text, while worship song titles, keys, tempos and CCLI song numbers are 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, with children counted and never named. 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.