Each person's profile has built-in fields for personal information, household, social profiles, and more. When you change these fields, the changes are applied everywhere in your database.
Profile fields can be updated by anyone with at least editor access with one exception: organization administrator profiles can only edited by the person or another organization administrator.
Select a person from the People page or use the search shortcut.
From a person's profile tab, you can view the most necessary information at a glance. To edit any of the information, select the edit pencil.
Go to the corresponding section below for more information.
The header holds administrative tools to help you keep track of individuals based on your account settings.
Managers can customize the membership status options.
Update the profile picture by hovering over the image and clicking the pencil. You can then choose a picture from your files.
On a mobile device, update your profile picture from the edit screen. You can take a picture or choose an image from your files.
Use the Image Sizing Guide to upload the right size and file type.
You can change contact and personal information, including their login information, if they can access Planning Center or use Church Center.
When editing the email address or phone number for someone who can access profiles in your database, you must verify that you have confirmed those changes with the person before saving the updated information. They will then receive an email with details about the change.
Use the + to add a new type of contact or the - to remove the contact information.
Use the dropdowns to choose the stage of life and important dates.
Medical notes show up on Registrations and Check-Ins labels.
If the person is a Child, schools that match the selected School Type are listed in the dropdown, and only grades that fall in the range set for the school will show up. If you don't see a school, a manager can add and edit school information from the Manage Schools button.
Enter the first and last name as well as any additional names. Use the person's legal first name as the Given Name to associate checks from a person. Use the Nickname if a person regularly goes by another name in addition to this one.
Managers can customize the prefix, suffix, and marital status options.
If you're editing a phone number or address with the type set to Home, you can update it for all members in the same household by checking the box that appears when you edit.
Mobile numbers are listed first. They are shown on a mobile device and will take you to your SMS app.
Phone numbers will be auto-formatted based on your church's country settings or the person's assigned campus (if in a different country).
Age is shown in months until 2 years and is used in Check-Ins location filters.
If you want to add a birthday with no year, type it in manually rather than using the selector and use 1885 as the birth year, which will show no age.
A Child can log in but cannot make changes to their profile.
Create a household for a person, add them to an existing one, or manage their current households.
Managers can create custom tabs and fields to track information that doesn't fit into a default field. You can see these custom tabs on the left side of a profile.
Add social profiles like Twitter, Facebook, LinkedIn, and Instagram.
You can invite a person to the directory, or if they have already been added to the directory, you can remove them or see their directory profile.