People: members

People holds everyone connected to your church. Open it in the left menu to see four pages:

All Members

Your member directory: add, upload, edit, approve requested members.

Archived

Members you've archived, and how to bring them back.

First Timers

Visitors and their follow-up.

All Prayers

Every prayer request and testimony.

Open People → All Members to see everyone in your church, with their contact, gender, family role, marital status and profession.

1. 1Type a name, email or phone number in Search Members.
2. 2Narrow it with Marital Status or Last Login From / To.
3. 3Select Search. The round arrow button clears the filters.

Scroll the list to the right to see each person's status, last login, joining date and the action buttons.

Invite

Sends the welcome email with their login again. Shows for people added by an admin.

SSO

Signs you in as this member so you can see what they see and help them.

Eye

Opens their profile.

Clock

Their history: archived, restored or moved.

Note

Write a note about this member.

+

Add a family member.

Pencil / Bin

Edit or delete the member.

1. 1Go to People → All Members and select Add Member.
2. 2Fill in first and last name, gender, phone, email and date of birth (the year is optional).
3. 3Start typing the street address and pick it from the list — city, community and postcode fill in for you.
4. 4Choose marital status. If married, pick the family role and wedding anniversary; picking Father sets gender to Male.
5. 5Add profession (envelope number is optional) and select Next.

1. 1On step 2, add anyone in the same household: name, family role, gender and birthday.
2. 2Tick Make this family member an independent member if they should have their own login.
3. 3Use Is address same as primary member? for a shared household address. If the address is different, enter the family member's own address.
4. 4Select Save.

Use the sample workbook to upload many members at once. It comes with prefilled example rows, not just empty headings, so you can see how personal details and family accounts fit together.

1. 1Open People → All Members and select Upload Member.
2. 2Select the information (i) button beside Download Sample to read Instructions for Excel Upload.
3. 3Close the instructions, select Download Sample, and open the downloaded workbook in Excel.
4. 4Open the Members sheet. Review the four example rows before replacing them with your church's members.

First / Last Name

First Name and Last Name are required for everyone, including dependents.

Contact details

Email, Country Code and Phone No are separate columns. Primary and Independent accounts must have both an email and a phone number.

Birthday

Enter the birthday in three separate columns: DOB Month, DOB Day, DOB Year. The examples use numeric values, such as month 1, day 15, year 1980.

Address

Scroll right to see Address, Street, Community, City, Zip Code and Country. Replace the sample address details with the person's own details.

Other details

Complete Gender, Marital Status, Profession, Family Role and Envelope Number where applicable. Use the template's pick-lists where provided rather than inventing new options.

Family and login

The rightmost columns, Family Group ID and Account Type, link the household and decide who has their own login. They are different from Family Role, which describes Father, Mother or Child.

1. 1Replace the example details with your own member records, one person per row.
2. 2Keep values in their matching columns; scroll horizontally to complete the columns on the right.
3. 3Use the family example below to set Family Group ID and Account Type.
4. 4Save the completed workbook as an .xlsx file, the format accepted by the upload window.

The four prefilled rows demonstrate one household. All four share FAM-001 in Family Group ID: a Father with a Primary account, a Mother with an Independent account, and two Children with Family Member accounts. The adults have contact details; the children's email and phone cells are empty.

Primary

The head of the family. Must have Email and Phone No. Mark the household's head as Primary.

Independent

A family member who can log in independently. Must also have Email and Phone No. They remain linked to the family through the shared ID.

Family Member

A dependent, such as a child, who does not need their own email or phone number.

Family Group ID

Enter exactly the same text for everyone in one household, for example FAM-001. Use a different ID, such as FAM-002, for a different household.

1. 1Return to People → All Members → Upload Member.
2. 2Select ADD CHURCH MEMBER FILE and choose your completed .xlsx workbook.
3. 3Review the preview. Check the people and family details, and make sure no sample rows remain.
4. 4Select Confirm Import when the preview is correct.
5. 5Read the result to see which records were added. If any failed, select Download Failed Excel, correct those records and upload the corrected file.

Select a name or the eye button. The tabs along the top are Overview, Contact Info, Notes, Prayer, Documents, Attendance and Giving.

1. 1Select Edit Profile to change details.
2. 2Scroll down to Family Members to add, edit, delete or make one independent. Making them independent gives them their own login; they no longer see everyone else as part of their own profile.

1. 1Open the member by selecting their name or the eye button.
2. 2Select Contact Info to review their contact details and phone verification information.
3. 3Use Edit Profile when their saved details need correcting.
4. 4Select Documents to see documents sent to this member.

1. 1Open the Notes tab and select Add Note.
2. 2Write the note, pick tags such as Follow-up, and switch on Pin this note to keep it at the top.
3. 3Select Add Note. You can edit, unpin, delete or see a note's history later.

Prayer

Read this person's prayer requests and testimonies. Use People → All Prayers for the church-wide list instead.

Attendance

Review attendance recorded by the member or an admin. This is the person's history, rather than the church-wide Attendance page.

Giving

Review gifts by service, date and method. Open a gift's view control to see its details, and its log/history control to review changes recorded for that gift.

1. 1On the Giving tab, scroll to Tax Receipts and select Generate System Receipt.
2. 2Pick the tax year, preview the PDF and confirm.
3. 3The receipt appears in the list to download, and the member can see it in their portal.

When someone asks to join from the app or website, they don't get in straight away. They wait under All Members → Requested Members.

1. 1Open the request to view their details.
2. 2Select the green tick to approve or the red cross to reject. Approved people join the member list.

1. 1Tick the people on All Members and select Archive Selected.
2. 2Type the reason and select Archive.

People → Archived Members lists them. Nothing is lost — giving and history are kept.

1. 1To bring someone back, tick them and select Unarchive Selected.
2. 2The clock button shows why and when they were archived.

People → All Prayers shows every prayer request and testimony. Anonymous ones show no name.

1. 1Use All, Prayer, Testimony or Anonymous to filter, or search.
2. 2Select Mark Prayed when the team has prayed.