First Launch & Onboarding

Validate license access, configure church details, verify ownership, and complete first sign-in.

On first launch, Holy Resource checks whether setup is already complete on this device.

If setup is incomplete, you are sent to onboarding.
If setup is complete, you go to sign-in.

During onboarding, the app can run in three practical modes:

Claim: first owner/super admin for a license on this device
Join: create your local account using an invite code from an existing owner
Free mode: local setup without a paid license flow

Validate License (or choose free mode)

Enter your license key. Holy Resource checks whether ownership is already claimed.

If this device can claim ownership, onboarding stays in Claim.
If ownership already exists elsewhere, onboarding switches to Join and requires an invite code.
If you proceed without paid-license flow, onboarding can continue in Free mode.

Access Code (Join mode only)

If the license already has a super admin on another device, onboarding switches to Join mode.

Paste the invite code provided by your super admin in the invite code input.
Select Redeem Invite Code.
Every join invite is locked to a specific email address. After redemption, Holy Resource pre-fills that email and does not let you finish setup with a different one.
Holy Resource also sends a 6-digit verification code to that invite email. The joiner must enter that code on the same device before setup can finish.
If needed, use the owner recovery section below to recover ownership on this device.

Church Identity (Claim and Free mode)

In Claim and Free mode, enter your church details. These values become your local default identity and appear in app outputs (for example, reports and communication templates).

In Join mode, onboarding does not ask you to enter church details on this screen. The device is joining an already configured paid church, so you redeem the invite first and then create or recover your local account for that church.

Create Admin Account

Create your local account credentials.

In Claim mode, this account becomes the first admin owner on this device.
In Join mode, access is granted by invite scope from your super admin.
Join invites are device-bound after redemption and always email-restricted.
In paid-license modes, you can first check whether this email already has a saved account and recover that account with its current password instead of creating a new one.
Email: Used for local login and recover hints.
Password: Required for local sign-in.

Final Setup and Owner Verification (Claim mode)

In Claim mode, owner verification is required before setup can finish.

Select Send verification code.
Enter the 6-digit code in Verification Code.
Select Verify owner.
After verification succeeds, Complete Setup becomes available.

In Join and Free mode, this owner verification block is not required.

Join mode still has its own security checks:

the invite must be redeemed on the same device that completes onboarding
the device must verify the invite online at least once before offline continuation
if the invite is scoped to an email address, the new local account must use that same email
the intended invite recipient must enter a verification code sent to that email before Complete Setup is allowed

Database Initialization

Select Complete Setup. Holy Resource initializes your local database, signs in with the account you created, and opens the app dashboard.

Owner Recovery on Join Screen

If you are the license owner and no longer have access to the previous device:

Enter the owner email used at checkout.
Select Send verification code.
Enter the verification code.
Select Verify & recover ownership.

After successful recovery, onboarding switches to claim flow on this device.

Notes on Offline and Revalidation

Join onboarding may require one successful online verification before completion.
Join onboarding also requires the invite recipient verification email to be delivered successfully.
If setup is saved but sign-in is blocked by revalidation, use the login page and reconnect once.

Free Mode To Paid License

If you are the church owner, use General Settings to activate the paid license on the same church and verify the checkout email when prompted. That keeps the current local church data in place and unlocks paid access.
Holy Resource only keeps local data in place during a paid-license change when the new key belongs to the same church identity. If it is a different church, leave/reset the current church on that device and join the other church from onboarding instead.
If you were invited into someone else's paid church, do not attach that license over an existing free-mode church in place. Join the paid church from onboarding with the owner's invite code first. After you land in the paid church, use Settings > General > Maintenance > Adopt Free-Mode Backup to import supported free-mode records into the branch you joined. That adoption flow remaps imported records into the active branch and intentionally excludes church settings, users, roles, permissions, payment gateways, and other cross-church identity data.

Password Responsibility

Store your admin credentials safely. If your team cannot access an admin account, recovery may require admin intervention and/or restore procedures.

After onboarding, sign in at the login page using username or email + password, then continue with Create Your First Branch.

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First Launch & Onboarding

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