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 member.
Steps to Designate Membership
- Navigate to the People Management Section
- From the Left Navigation Menu, select Manage > People.
- Search for the Person
- Use the search bar to find the individual whose membership status you want to update.
- Click on the person’s profile to open the Person Manager Screen.
- Update Membership in the Dates Section
- Within the person’s profile, go to the Dates Section.
- Locate the field labeled Membership Date.
- Indicate Membership
- Checkbox: Mark the checkbox to indicate that the person is a church member.
- Date Field (Optional): Enter the date the individual became a member. This field is optional but useful for record-keeping.
- Save Your Changes
- Ensure you click Save to update the person’s membership status.
Key Points
Membership vs. Person Type:
- Being labeled as “Church Family” classifies the individual as part of the congregation.
- Marking them as a member adds an official designation in their profile.
- Required Fields:
- The Membership Checkbox is required to indicate membership.
- The Membership Date is optional.
- Tracking Membership Dates:
- Use the Membership Date field to track when someone officially became a member of the church.
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