Any member, non-member, and visitor you want to include in Church360° Members will need to be added to your database. The easiest way to do that would be to create their individual profile from the People view.
This feature allows you to add a person to your records, including specific information, such as membership status and personal information.
- In the Individuals mode, click the “New” button to the right of the People/Households heading. A new window will pop up.
- Input the information for the person you are adding. Family name (last name), first name, sex, and member status are the only required fields. If the person's name is different from the family name, you can edit this information after creating their profile.
- To finish creating the profile and return to the People view, click “Add" to create their profile.
- To create a profile and add more information, click “Add and Edit.” The person’s profile will open, and you will be able to continue adding and editing the information.