How to Add a New Person

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 (i.e. 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!

Step 6: After you fill out the form with their initial information, their Community Profile card will open.

For Life Stage, we offer three options of "Adult, Youth, and Child".


Next Steps:

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