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.
Related Articles
How to Add Photos to Individual and Family Profiles in SteepleMate
Photos in SteepleMate enhance the Photo Directory, Photo Gallery, and features like Child and Event Check-In. Upload images for individuals or families with the following steps: Tips for Best Results Device Compatibility: When using a phone or ...Move a Person to a New or Existing Family
Sometimes, family members may be incorrectly listed in SteepleMate. Whether it’s a spouse added separately or a child listed apart from their parents, this guide will show you how to move a person to either a new family or an existing family, ...How to Add a New Relationship
SteepleMate makes it simple to manage and track relationships within your church community. Whether you're adding family members, friends, or other connections, follow these steps to add a new relationship in SteepleMate’s person management section. ...How to Designate a Person as a Member in SteepleMate
This guide will walk you through the process of marking someone as a member of your church in SteepleMate. While a person may already be categorized as “Church Family,” you can further specify their membership status and track the date they became a ...Organization Identification Settings in SteepleMate
SteepleMate allows you to easily manage your church’s core identity details, including your organization's name, contact information, and user sign-up settings. These settings ensure that your community has accurate, up-to-date information and a ...