Adding People

The People section is the foundation of B1 Admin — it's your church's member database. Every other feature (groups, attendance, donations, forms) ties back to person records. This guide walks you through adding someone to your database, editing their details, and linking family members into households.

Before You Begin

• You need an active B1 Admin account with permission to manage people. See Roles & Permissions if you're unsure about your access level.
• If you're adding more than a handful of people, consider using the CSV Import tool instead.

Adding a Person

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.

The person's profile page will open, ready for you to add more details.

tip

If you're migrating from another church management system, the Import Data feature lets you bring in your entire directory from a CSV file — much faster than adding people one at a time.

Editing Details

1. On the person's profile page, click the edit pencil next to their name.
2. Fill in additional information such as middle name, membership status, dates, address, and phone numbers.
3. Click Save to store the personal information.

The profile also includes several tabs for related information:

• Notes — Add notes about the person (pastoral care, follow-ups, etc.)
• Groups — View and manage group memberships
• Attendance — View attendance records
• Donations — View donation history

Working with Forms

You can fill out custom forms directly from a person's profile. These are user-defined forms that you can build by following the Creating Forms guide.

1. On the person's profile, click the Forms dropdown to select a form.
2. Click Add Form to open it.
3. Fill in the form details and click Save.

info

Forms linked to a person's profile use the People form type. If you need a standalone form (like an event registration), see the Stand Alone form option in the forms guide.

Managing Households

Households let you link family members together. This is especially useful for check-in, where a parent can check in all their children at once.

1. On a person's profile, click the edit pencil next to the household name.
2. The household editor will open. Select the household role for the current person (e.g., Head, Spouse, Child).
3. Click Add to add another household member.
4. Type the person's name in the search box and click Search.
5. When the person appears in the search results, click Select.
6. Choose their household role and click Save to complete the household setup.