People and Households

Overview

The People area is where you manage members, visitors and families. All examples below use fictional demo data only.

Adding a new member

1. Go to People → Members in the menu.
2. Click Add Member.
3. Enter the person's details — for example, first name "Jane", last name "Demo", email "jane.demo@example.com".
4. Choose their membership status (Member, Adherent, etc.).
5. Click Save.

Searching for someone

Use the search box at the top of the Members list. You can search by first name, last name or email. Try searching for "Demo" to find demo records.

Households and families

A household groups people who live at the same address — for example, the Demo family at 1 Example Street. Go to People → Families to view and manage households.

1. Go to People → Families.
2. Click Add Family or open an existing household.
3. Add members to the household and set the head of household if needed.
4. Save your changes.

Updating details

Click a person's name to open their profile. Use the Edit button to update contact details, membership status or pastoral notes (if your role allows).