How to Add a Person and their Family in SteepleMate
Let's start building your church's community by adding family units. This helps
organize personal and group communications effectively.
Add the Head of Household
Step 1: From the left navigation menu, select 'Manage', then select 'People'.
Step 2: Select "Create Head of New Family"
Tip: Starting with the head of household helps to set up the primary contact for the family.Step 3: Start with the first and last name. This ensures personal recognition in all church
communications.
Step 4: Save the Head of Household
- Add the head of household to relevant groups by selecting appropriate group options.
- Click ‘Save’ to store the information.
- Tip: Saving ensures that the primary family contact is recorded in the system.
Add Family Members
Expanding the family profile by adding members creates a comprehensive view of
the household.
Click on ‘Add New Person’ to start adding other family members.
Tip: As you add family members, their profiles are automatically created in the system.Step 6: Enter Family Member Information
- Fill in the required fields for each family member:
- First Name
- Last Name
- Family Role (e.g., Spouse, Child)
- Repeat for each additional family member and remember to save changes.
Final Tips
- Review Your Entries: Always double-check the information entered to avoid errors.
- Engage with Groups: Assigning family members to groups helps in better engagement and communication within the church community.
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