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Adding People

Steps​

  1. Navigate to the B1.church Admin dashboard
  2. Click on People in the left sidebar
  3. Click the Add Person button in the upper right corner
  4. Fill in the person's first name, last name, and email address, then click Add
  5. The person's profile page will open. Click the edit pencil next to their name to edit their details
  6. Fill in additional information such as middle name, membership status, dates, address, and phone numbers
  7. Click on the Notes tab to add notes about the person
  8. Click on the Groups tab to view group memberships
  9. Click on the Attendance tab to view attendance records
  10. Click on the Donations tab to view donations
  11. Click on the Forms dropdown to select a form to fill out. These forms are user defined forms which you can build by following the forms tutorial
  12. Click Add Form to open the form
  13. Fill in the form details and click Save
  14. Return to the Details tab and click Save to save the personal information
  15. The details are now saved and visible on the profile
  16. To add household members, click the edit pencil next to the household name
  17. The household editor will open. Select the household role for the current person
  18. After selecting the role, click Add to add another household member
  19. Type the person's name in the search box and click Search
  20. When the person appears in the search results, click Select
  21. Choose their household role and click Save to complete the household setup