Add a Person

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If you don't have a CSV file of people to import, you can add people one by one.

People can add themselves by registering for an event, joining a group, checking in to an event, filling out a form, or giving a donation.

From the People tab, select Add Person.

If the person you're adding needs permissions in this app, add them from the Administrators tab to give them permissions at the same time.

Enter the name of the person you'd like to add. The database will populate any people in your account to ensure you don't add a person who already exists.

Type the name

When you type the name, either choose the person from the dropdown list or select Create A New Person.

When you select Create A New Person, enter the person's information.

Add info

Select Save to be taken to the person's profile, where you can add more information or change their permissions.

Add more information to a person's profile by using notes, custom fields, or allowing them to fill out forms.

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