Edit Profile Information

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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.

Important

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.

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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.

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Go to the corresponding section below for more information.

Header

The header holds administrative tools to help you keep track of individuals based on your account settings.

  • Managers can view and edit permissions, perform an action in any product, merge, delete, or set the person to inactive, all from the Actions dropdown.

  • When a person leaves your church, set them as inactive, removing any permissions they have in any product. They will no longer be able to log in, but their history will remain intact.

  • Use the dropdowns to change the membership status, campus, run a background check.

Important

Managers can customize the membership status options.

Profile Picture

Update the profile picture by hovering over the image and clicking the pencil. You can then choose a picture from your files.

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On a mobile device, update your profile picture from the edit screen. You can take a picture or choose an image from your files.

Notice

Use the Image Sizing Guide to upload the right size and file type.

Contact and Personal Information

You can change contact and personal information, including their login information, if they can access Planning Center or use Church Center.

Note

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.

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  • 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.

    Warning

    If you choose to add medical data, make sure you comply with the Health Insurance Portability and Accountability Act (HIPAA). For more information, see Planning Center's Privacy Policy.

  • 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.

Names

  • 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.

Phone Numbers and Addresses

  • 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.

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  • 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).

    Notice

    To avoid cluttering up the People page with unnecessary country codes, the phone number formatting will take into account your church’s country setting and the country setting of the campus that a profile has been assigned to.

Birthdate/Life Stage

  • 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.

Households

Create a household for a person, add them to an existing one, or manage their current households.

Custom Fields

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.

Social Profiles

Add social profiles like Twitter, Facebook, LinkedIn, and Instagram.

Directory

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.

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