TouchPoint Mobile App 3.0 Setup Checklist
=========================================
These are the required items that must be configured before your app can be pushed to beta.

Branding
--------

Ensure your church's logos, colors and default background pages are set up in the mobile app settings under `Admin > Communication > Mobile App > Settings.`



.. raw:: html

   <style> ol {list-style-type:none} </style>

#. ❑ Configure all app listing settings in the app settings.

#. ❑ Upload all logos in app settings.

#. ❑ Set app colors in app settings.

#. ❑ Configure default background pages (optionally setup specific background pages).

#. ❑ Configure all your login settings.

Feed
----
Configure who can post, who can be followed, channels, prayer requests, and other feed items.

#. ❑ Set who can be followed in app settings under `Features > People > Follow People.`  This requires a status flag.

   .. seealso::
         :doc:`/People/StatusFlags`

#. ❑ Set who can post in app settings `Features > People > User Posts.` This requires a status flag.

#. ❑ Channels

   #. ❑ Create at least 3 - ideally these would be brand new Involvements with a new Involvement type that is set to not show in mobile in the Lookup Codes.

      .. seealso::
         :doc:`../Administration/Lookup_Index`

   #. ❑ Make sure each Channel has as photo.

   #. ❑ Set one or more leaders for each Channel.


   .. seealso::
    | `Channels <https://docs.touchpointsoftware.com/MobileApp3/Setup.html#channels>`_


   #. ❑ Use the Process Builder (or manually add people) to ensure that some people are already following (added as members) the ministries you set up.

      .. seealso::
        :doc:`../ProcessBuilder/ProcessBuilderOverview`

   #. ❑ Add a few posts for each Channel (available later in web).

#. ❑ Prayer Requests

   #. ❑ Have you set up an "anonymous" user who is assigned for any prayer request marked as anonymous?

   .. seealso::
         :doc:`/MobileApp/PrayerRequests`

#. ❑ Events

   #. ❑ Configure the "Category in Mobile" in the Lookup Codes.
 
   #. ❑ Set up at least 3 different registrations.
 
   #. ❑ Make sure the registrations each have a photo, description, and category.

   .. seealso::
    | `Events <https://docs.touchpointsoftware.com/MobileApp3/Setup.html#events>`_

Giving
------
Make sure your giving pages are set up properly so that donors can easily give and view their history.

#. ❑ If you are using TouchPoint's Giving Pages, make sure you have the correct giving page set as default.

   .. seealso::
     :doc:`../Finance/OnlineGivingSetup`

#. ❑ If you use campus specific Giving Pages, make sure the defaults are configured properly.

#. ❑ If you are using an outside Giving Page add the URL to that page in the app settings. Leave these settings blank if you are using the TouchPoint giving pages.

#. ❑ If you would like a pledge link to show, configure this in the app settings.

#. ❑ Configure your Giving Impact Cards and associated status flags in Special Content under HTML (Keyword: Mobile Giving).

#. ❑ To allow the application to open giving pages within the app, please refer to the `In App Giving Page article <https://docs.touchpointsoftware.com/MobileApp3/Setup.html#in-app-giving-page>`_.

Directories
-----------
Enable directories so that the appropriate people can see each other.

#. ❑ Either set up new Involvements for directories and/or enable the directory for existing Involvements.

#. ❑ Ensure that the appropriate Privacy Settings and configured based on the closeness of the relationship between the people in the Involvement.

   .. seealso::
    | `Directories <https://docs.touchpointsoftware.com/MobileApp3/Setup.html#directories>`_

Media & Resources
-----------------
Set up your sermon library, weekly livestream, and other resources for staff and lay leaders.

#. ❑ Add your sermon library in Media & Resources and organize it using tabs and/or groups for easy filtering. We recommend having at least two tabs visible to all users at a given time.

#. ❑ Make sure your weekly Livestream is set up with the appropriate schedule configured on the resource.

#. ❑ Add any ministry specific resources (I.e., lay leader, volunteer, staff, or church officers) and make sure they have the appropriate restrictions applied.

   .. seealso::
    | `Media & Resources <https://docs.touchpointsoftware.com/MobileApp3/Setup.html#media-resources>`_

Other
-----
Several general configurations must be in place to ensure a smooth beta experience.

#. ❑ Profile Settings under `Features > Profile`

   #. ❑ Set which roles should be able to download a contact in the app settings.
   
   #. ❑ Configure whether you want campus and/or alt name (used primarily in multilingual churches) to be displayed when viewing a person's profile.
   
   #. ❑ Determine which Involvement types should show on a person's Involvement tab in the lookup codes.
    
#. ❑ Edit, Delete and/or Add any Mobile Tips that you want your congregation to see when they first download the app. These are managed in Special Content (Keyword: ``Mobile Tip``).

   .. seealso::
    :doc:`../Administration/Display_Index`

#. ❑ Ensure that the Chat setting is currently disabled. This is a feature that requires additional configuration and is currently not supported.

#. ❑ Ensure that your church has either MBT or Twilio set up for SMS and that you have one group configured as your Quick Sign-in/OTM group. If using Twilio, configure your Twilio account for Two-Way SMS.

   .. seealso::
    | `Twilio Configuration <https://docs.touchpointsoftware.com/MobileApp/QuickSignIn.html#twilio-configuration>`_
    | `Ministry by Text (MBT) Configuration <https://docs.touchpointsoftware.com/MobileApp/QuickSignIn.html#ministry-by-text-mbt-configuration>`_