The People area is where every member of your church community appears in the dashboard. People register through your church app or are added by an admin, and from here you can view, search and manage their profiles, all in one place. It keeps your member directory current so contact details are never out of date.
Where to find People
In the left side menu, under Members, go to People. This opens your member list. (If you do not see Members in the menu, sign-in features may not be enabled for your app.)
How people register and appear
People are added to your member list in two ways.
- Members sign up themselves through your church app. They appear in the list with the status Unconfirmed until they confirm their account, after which the status changes to Activated.
- You add a person manually from the dashboard (see below). They receive an email with instructions to finish setting up their account.
Each person shows in the list with their photo, name, email, mobile, any roles, the date they were created and their status.
Add a person
- In the left side menu, under Members, go to People.
- Select Add Person.
- Fill in First Name, Last Name, Email, Mobile and Password.
- Select Save.
The new person is added to your member list and an email is sent to them with further instructions.
- To close the window without adding anyone, select Cancel.
Search for a member
- In the left side menu, under Members, go to People.
- In the Search box, start typing. You can search by name, email, mobile and more.
The list filters as you type to match what you have entered.
View a member profile
- In the member list, select a person’s name.
- Their profile opens on the Details tab.
The Details tab shows Contact Information (email, mobile and address) and Personal Information (gender, birthday, marital status and details about children), along with when the profile was created and last updated.
- Use the tabs near the top of a profile to move between Details, Tags, Notes and Roles.
Edit a member’s profile
- Open a member’s profile.
- Select Edit.
- Update the First name, Last name or Mobile.
- Select Save.
Organise members with tags
Tags let you group people for targeted communications and easier management.
- Open a member’s profile and select the Tags tab.
- In the Add tags… box, choose a tag to apply it to the member.
Applied tags appear under Assigned Tags, where you can remove any you no longer need.
Add notes about a member
- Open a member’s profile and select the Notes tab.
- Select Add note and enter your note.
Notes are kept against the member’s profile so your team has helpful context in one place.
Manage a member’s roles
- Open a member’s profile and select the Roles tab.
- Under Add Role, choose a role from Select Role.
- Select Assign Role.
Assigned roles appear under Assigned Roles. To remove a role, select the small cross on its label.
Export your member list
- In the left side menu, under Members, go to People.
- Select the Export CSV download button near the search box.
A CSV file of your members downloads, which you can open in a spreadsheet.