People
Members, families, teams, roles, and attendance
Adding Members
Learn how to add members manually using the multi-step member form, or import your directory from Planning Center.
Managing Families
Learn how families are created, how to manage guardians and children, and how to use the Families page in your admin dashboard.
Teams and Roles
Create teams, assign members, and manage custom roles with configurable permissions.
Member Directory & Profiles
Browse, search, and filter your member directory. View and edit profiles, upload directory photos, and manage membership status.
Custom Fields
Create custom field tabs and definitions to capture additional member data beyond the built-in profile fields.
Background Checks
Track background check requirements, record completion status, upload supporting documents, and add internal staff notes.
Attendance Tracking
Track attendance across services, view weekly and yearly analytics, and monitor member retention with absence tracking.
Member Notes
Add public or private notes to members and families to track pastoral care, follow-ups, and important context.
Smart Lists
Create dynamic, filter-based lists that automatically find members matching your criteria. Use smart lists for follow-up, communication, and reporting.
Workflows
Build multi-step care pipelines to track people through processes like new member follow-up, baptism preparation, or volunteer onboarding.
Managing Tasks with the Kanban Board
Create, organize, and track action items on the drag-and-drop Tasks board — from follow-up calls to event planning and admin work.
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