Managing Multiple Campuses

Create additional campuses in Accounts, and they will be used for the Check-Ins Mobile Pass as well as Services calendar feeds and folders. To assign people to campuses, add custom fields then set the campus a person attends.

Once you've created a custom field called Campus and have added your campuses as options, set each person's campus in the way that works best for you:

Set the Campus for One Profile

Set the person's campus on their profile.

  1. Go to the tab where you created the custom field.
  2. Choose Edit Answers to add the Campus to the person's profile.
  3. Select the correct campus for the person.

Select Save to add the campus to the person's profile.

Setting the Campus for Multiple Profiles

Use the bulk update tool to set campus for a group of people at once.

  1. Search for the people you'd like to update and add them to the list below.
  2. Use the dropdowns to search the custom tab and field to update the campus.

Select Update x people to save the changes.

Automatically Set Campuses Based on Activity

If your church uses Check-Ins or Services, which both use campuses, use lists and automated actions to automatically set someone's campus field based on their activity in your church.

Create a list with rules to pull out people who serve at the campus and who have checked in to the location associated with that campus.

Populate the list and create the automation to add a campus to the people on this list every time the list is refreshed.

  1. Check the box to Auto-refresh every night to keep the list and people on it most current.
  2. Select Create Automation from the Actions dropdown.
  3. Use the dropdowns to search the custom tab and field to update the campus the check the box to Apply this action to current members.

Select Add Automation to update the current list of people and to update all future people added to the list.

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