
Quick Start
- Open Care → Members in the sidebar.
- Search by name or filter by Status (Active, Visitor, Pending member, Inactive).
- Click Create → Add Member to register someone new.
- Click a row (or View) to open the member profile.
- Use the profile tabs for journey, involvement, photos, and care activity.
How-to Guide
Members list
Each row shows avatar, name, contact info, status badge, and quick actions (Edit, View, Delete).
Member profile
The detail page groups pastoral context into tabs:Add or edit a member
1
Open the form
From the list, click Create → Add Member, or open a profile and choose Edit.
2
Enter core details
Fill first name, last name, contact fields, and Status. Optional: link to a Family or Collaborator record.
3
Save
The member appears in the directory and is available across Care modules (requests, prayer, life events).
Related
Families
Group members into households and mentorships.
Guest Pipeline
Track first-time guests before they become members.
Care Requests
Log and resolve pastoral care needs per member.
Member Portal
Give members self-service access via secure tokens.