This Article will provide step-by-step instructions to add new people, create households, add notes, and track activity.

Step 1: In your Dashboard, select the Community module in the dropdown menu.

Step 2: Select People in the side menu.

Step 3: Be sure to select the Organization and Donation Page (ie. Campus) that you want to add a new person to. 

Step 4: Select Add Person

Step 5: Fill out the form with your member's information. Select Save.

*Note: If you don't have the person's information, send them a public form to create their own profile! We suggest adding that link to an automated Welcome email sent to new guests!
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Step 6: After you fill out the form with their initial information, their Community Profile card will open. 

Step 1: To add another Person to a Household, go back through the steps of creating the next person in the Household.

​Step 2: After creating Profiles for each person in the Household, in their Community Profile card, select Household in the side menu.

Step 3: Select Add Family Member

Step 4: Search for family member. Select the family member's name and add their relation. Scroll down and select Save.

​Please note: Their Community Profile already has to be created in order to link a family member together.
​When adding relation, it will automatically reverse the other family member's relation, as well.

Step 1: In your Community module, select People on the side menu

Step 2: Search for the person, and select their name to go to their Community Profile. 

Step 3: Select Notes in the side menu

Step 4: Select New Note

Step 5: If you do not have any Categories added, select Add Category, type Category name and select Save.

Step 6: Select a Category and type in your Note details. Select "Save"

* Church Base Tip: A good category and note to make on a person is whether or not they have allergies, which is very important when taking care of children in a nursery. Another idea is to list a major life change they might've shared previously so the next time leadership calls them to check in they know to ask how they are doing in that certain area of their life. Building the Kingdom includes caring for people. 

Step 1: In your Community module, select People on the side menu

Step 2: Search for the person, and select their name to go to their Community Profile. 

Step 3: Select Activity in the side menu

Step 4: Click on sliders to View/Hide certain Activity. 

​Next Steps: