How to set up a church volunteer assessment in under ten minutes

You did not become a pastor to configure software. So this post is a straight, no-fluff walkthrough of how to set up a church volunteer assessment on yourteam.church, from signup to the link you paste in your dream team text chain. About ten minutes.

Step one: sign up

Head to yourteam.church/signup, enter your name, your email, and a password. We do not ask for a credit card on the trial. You are looking at your church setup page within thirty seconds of hitting submit.

If your church already has an account and you are joining an existing team, log in instead. Every church gets one dashboard, and pastors and staff share it.

Step two: name your church and set your URL

Type your church name. We auto-generate a URL slug from it, so if you type Grace Community Church you get grace-community. If you want something shorter or on-brand, edit the slug once and lock it in. That becomes your permanent assessment URL: yourteam.church/c/grace-community.

This is the URL you send to volunteers. Put it in your growth track confirmation email. Print it on a card at the connections booth. Generate a QR code from your dashboard and put it in your Sunday program. However people meet your church, that link works.

Step three: upload your logo and pick your colors

Drop your logo PNG or SVG into the uploader. Pick your primary, secondary, and background colors from the color pickers. Everything the volunteer sees, from the landing page to the results page to the PDF, uses those colors and logo.

This is the piece that turns a generic assessment into something that feels like it belongs to your church. Volunteers notice. Especially if you are a plant. See the planters page for why this matters even more before you have opened your doors.

Step four: write a welcome message

This is the sentence a volunteer reads before they start. Keep it pastoral. Something like: We are glad you are exploring where you fit on our team. Take fifteen minutes and see what shows up. Do not overthink it. You can change it later.

The welcome message goes on the landing page under your logo. It is the last thing between the volunteer and their first question.

Step five: pick your assessments

On the paid tiers, you toggle which assessments your church uses. DISC is always on. Spiritual Gifts is on by default. APEST, Enneagram, and Type Profile can be turned on or off from your dashboard. If your church uses APEST language, turn it on. If Enneagram feels off-brand, leave it off.

For a first launch, we recommend DISC plus Spiritual Gifts. That alone gives you real team matches and a strong Personal Portrait. You can layer in more as your volunteers get comfortable.

Step six: check the default teams (or customize them)

We ship you with twelve default teams that most churches recognize. Kids, Worship, Tech, First Impressions, and so on. Every team is editable. Rename them to what you actually call them, edit the descriptions, or add brand new teams from scratch.

On Pro, you can also use AI to suggest a personality profile for a new team you add. That means the AI matches volunteers to your custom team just as well as it matches them to Worship. See how to customize ministry team profiles with AI for the full walkthrough.

Step seven: share the link

Copy your assessment URL. Paste it in your next email. Drop it in your team's group chat. Print the QR code and stick it on the wall next to the coffee.

Every result lands in your dashboard automatically, and every volunteer gets their PDF emailed. That is the whole setup.

What you can do after the first ten minutes

Once your church is set up, everything else is optional. Sync Planning Center so results write into volunteer notes. Turn on the pastor dashboard. Add teams. Adjust colors. Or just start sending the link.

The point of the ten-minute setup is that you can send it before your next service, not after your next planning session. That is what the assessment is for.

Ready? Start your free trial, or if you want to see the setup screens first, watch the church setup video on the demos page. Or book fifteen minutes and we will set it up on the call.