Editing Personal Information

Each person's page has a Personal tab with built-in fields for Membership, Age, Gender, Life Stage, Contact Information, and School Information. This article has details of those built-in fields and any keyboard shortcuts to access them quickly.

To open the box and make edits, select the pencil icon.

1. Name & Household

Enter the first and last name. Then select the + to enter other names.

names

Managers can customize the prefix and suffix options.

Use the Given Name, the legal first name of the person, in associating a check from a person who goes by a different name, or use the Nickname

Once you've entered the correct name and added any additional names, add or edit members in your household by selecting the household name.

Edit a single household
  1. Name the household: the last name is a great name for a household.
  2. The Primary contact for a household is denoted by the green label. Select the gear to make changes.
  3. When you select the gear, you can either remove the person from the household or make them the primary person in the household.
    Removing them from the household will not remove them from the database.
  4. Add a new person to the household by searching for people who already exist in your database.
  5. Delete the household from your database. No people are deleted, only the Household.

Select Save to keep your changes or cancel to remove any changes. Select Other Households in the top right to access or add the person to another household.

2. Membership

You can also type m to access membership options.

Membership Type
  1. Select a membership status from the dropdown menu.
  2. When a person leaves your church, set them as inactive, removing any permissions they have in any app. They will no longer be able to log in, but their history will remain intact.

Select Save to keep the changes or Cancel to remove any changes you made.

Managers can customize the membership status options.

3. Birthday & Gender

The birthday and gender help you see the demographics of your church at-a-glance on your dashboard.

Use the calendar to choose the birthday and the dropdown to select the gender of the person.

You can also type a to enter the birthday or gender.

birthday & gender

Age is shown in months until 2 years and is used in Check-Ins location filters.

4. Life Stage

You can also type l to edit Life Stage options.

life stage
  1. Select Adult or Child to define the person. If set to Child, the person cannot make edits to their profile.
  2. If the person is an Adult, you can set their Marital Status.
  3. If the Marital Status is set to Married, add the anniversary date.

Select Save to add that information to the profile or Cancel to remove any changes.

Managers can customize the marital status options.

5. Contact

You can also type c to edit Contact options.

  1. Choose the Home, Work, or another type of contact information.
  2. Enter the information in the field.
  3. 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.
  4. Use the + to add a new type of contact or the - to remove the contact information.

Select Save to keep the information or Cancel to remove the entered information.

Use the added information to quickly contact the person by tapping the corresponding icon.

  • Mobile numbers will be shown here if you are on a mobile device and will take you to your SMS app. If there is no mobile number, it will show the first listed number.
  • The first home email address will open your email program to send an email to that address.
  • If any social profiles are entered, they will show here. Select the icon to open their social profile in a new tab.
6. School

You can also type s to edit their school information.

Set School Information
  1. Choose the type of school the person attends, which will filter the name and grade options.
  2. Select the correct school from the dropdown. Only schools that match the selected School Type are listed in the dropdown.
  3. Select the grade. Only grades that fall in the range set for the school will show up.
  4. Add any allergies or conditions necessary. These notes are printed on labels from Check-Ins.

Select Save to add that information to the profile or Cancel to remove any changes.

Managers can add and edit school information from the Manage Schools button.

View and edit social profiles and permissions, merge the profile, or add background checks from the profile page as well.

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