Adding People & Families

Adding People & Families

1. Click Manage on the main menu.


2. Click People in the drop-down menu.


3. Click Create A New Person As Head of New Family.


4. Select gender and then enter other identification details.


5. Click Save to add new person to your member database. Once saved, you will be re-directed to their full profile where you may continue adding additional information or return at a later time.


      • Related Articles

      • Check-In People for Services and Events

        Our Check-In Guide is crafted to streamline the process of managing check-ins, ensuring a secure and efficient system. This guide covers essential steps for volunteers who will be assisting families with the check-in process, and utilizing technology ...
      • People Categories and Searching for People in SteepleMate

        SteepleMate provides a robust system for categorizing individuals and organizations, enabling churches to streamline communication, create directories, and generate reports tailored to specific groups. This guide explains how to use the system to ...
      • How to Access and Manage People Passwords in SteepleMate

        Users in SteepleMate can change their passwords in two ways: through the person management screen or by using the "Forgot Password" feature on the sign-in screen. This guide explains both methods to help users update their passwords securely and ...
      • Adding Prayer Requests & Answered Prayers

        1. Click Kiosk Activity on the main menu. 2. Click Add Logins/Requests on the dropdown menu. 3. To manually sign a member in for prayer: ---a. Select appropriate date/time for Prayer Time. ---b. Click Choose Members. ---c. Search for specific member ...
      • Why can’t people update their profile information like email address, address, and telephone number?

        Church members may notice they can only modify their name and specific dates, such as birthdays, baptism dates, and anniversaries. They can also adjust visibility in the church directory, opt into notifications, update their access credentials ...
      • Recent Articles

      • Export Contribution Statements in SteepleMate

        This guide will walk you through exporting contribution statements to PDF, XLSX, and image formats. While multiple file types are available, PDF and image formats are the most commonly used. Before You Begin Before exporting, ensure you have ...
      • How to Send Emails in SteepleMate

        This guide will walk you through using the email features in SteepleMate, including sending messages to individuals and groups. Composing a New Email Navigate to the Email Composer From the left navigation menu, select Communicate > Send Messages. ...
      • I accidentally deleted someone's profile. What can I recover?

        Can a deleted profile be recovered? Unfortunately, due to compliance requirements, once a profile has been expunged in SteepleMate, it cannot be recovered. This action is permanent and irreversible. Is any data retained after deletion? While the ...
      • How to Expunge a Person’s Data in SteepleMate

        SteepleMate provides an option to permanently delete a person's data from the system. This action is designed to help comply with privacy laws such as the California Consumer Privacy Act (CCPA/CPRA) and the EU General Data Protection Regulation ...
      • How to Connect Your QuickBooks Account to SteepleMate

        SteepleMate is the only cloud-based church management system certified by Intuit, offering a direct integration with QuickBooks Online. This integration allows you to post journal entries for online giving and in-person offerings directly to ...