Manage People
How to Merge Duplicate Profiles in SteepleMate
Duplicate profiles can occur when an individual’s information is entered multiple times into the system. This can happen for several reasons, including donations made without signing in, multiple guest connect card submissions, or manual additions by ...
How to Create Custom Forms in SteepleMate
Creating custom forms in SteepleMate allows you to gather important information from church members, guests, or volunteers. Whether you need forms for event registrations, feedback, or volunteer sign-ups, this guide will walk you through the process ...
How to Create Custom Fields
SteepleMate allows you to personalize your data management by adding custom fields across various areas of the platform. Whether it’s for the Person Manager Screen, Event Registration Pages, Custom Forms, or Surveys, custom fields offer greater ...
SteepleMate Access Levels
Understanding the different access levels within SteepleMate helps ensure that everyone has the right tools and permissions to perform their role effectively. This guide outlines the capabilities tied to each access level, from the most basic user ...
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 ...
How to Manually Grant System Access
In SteepleMate, you can manually grant system access to individuals, allowing them to log in and interact with the platform. This guide will show you how to create a login for users and provide them with the appropriate access. Step 1: Access People ...
How to Track External Communications
SteepleMate makes it easy to log and manage external communications such as phone calls, emails, or in-person meetings with group members, volunteers, and staff. Keeping a detailed record of these interactions helps you stay organized and ensures ...
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 View or Edit Your Church Directory in Grid Mode
The View/Edit in Grid feature in SteepleMate is a powerful tool designed to help church administrators efficiently manage and organize member data. With this feature, admins can easily customize which member details are visible in the directory, such ...
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: ...
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, ...
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 ...