Creating and updating a family or individual details

Creating or updating a family or individual all starts in Step 1 - Families

In this Article

Adding a family
Updating a family
Adding an individual
Updating an individual
Adding Additional Details
Removing a family or individual from your directory

Adding a family

On the home page, you'll click on the "Step 1 - Families" tab to begin.

Click on the "Add Family" button to begin a family entry.

Next, enter the family last name, address and anniversary on this page-- save family email and phone number for later. Once you've completed your entry, click SAVE. 

To add adults to the family record, click  "Add Adult/Parent" and include all the information - including phone numbers and email addresses. Then click SAVE. Click "Add Child" to add children to the family, then click SAVE. Be sure to click SAVE after every entry that is included with the family.

To add a photo for any family, click the EDIT FAMILY button by each family. If you don't have a photo for a particular family, click the "Request a photo message" link. The members can upload pictures themselves that will go into a holding folder for you to approve before being displayed in the directory. 

Click on the video link below to learn more about how to start building your directory by adding families:

Updating a family

  • Locate the family in the list that you wish to update. Then click the EDIT FAMILY button. 

  • You'll then be taken the EDIT FAMILY ENTRY page.

  • Here you can update any family information that may need to be changed. 
  • BE SURE TO CLICK SAVE (at the very bottom of the page) after you've updated the FAMILY.

Adding an individual

To add an adult or child within an existing family, 

Locate the family in the list that you wish to update. Then click the EDIT FAMILY button. 

On the Right side of the page, look for a link to "Add Adult/Parent" or "Add Child"

This will open up the "Edit Family Member Details" page. Here you can enter any information that is relevant to this specific person, such as membership, birthday, personal email address and phone numbers.

One item of note here:  If a family member has a different last name, you can add it on this page by clicking the link under the field for their first name. 

BE SURE TO CLICK SAVE after you've added the family member. 

BE SURE TO CLICK SAVE (at the very bottom of the Edit Family Entry page) once you've made all your changes.

Click on the video link below to learn about adding or editing a family in your directory: 

Updating an individual

To UPDATE any individual's group assignment WITHIN a family entry, go to the Adult/Parents and Children section of the Edit Family Entry page and click on the individual you wish to update:


Update any needed information on the Edit Family Member Details Page. 

BE SURE TO CLICK SAVE after you've updated the family member. 

BE SURE TO CLICK SAVE (at the very bottom of the Edit Family Entry page) once you've made all your changes.


Adding Additional Details

The "Additional Details" field at the bottom of the page does show up in all versions of the directory. This is a great place to add a second address, job information or any other info you want your congregation to know.  The Notes section does not show up in the PDF or electronic directories. This field is a perfect place for church staff to add information they do not want seen by the members. 

Removing a family or individual from your directory.

You can remove a family entry from your Church Directory or you can also remove an individual from a family entry. 

An family can be removed from the directory in one of two ways: You can delete the family entry entirely OR, mark the family entry as inactive, if you don't wish to remove them from your records, but simply not have them "show" in the directory.

To completely remove a family so that they no longer show in the family listing or a generated PDF, please click on Step 1 - Families.

Under the "Edit Family" button, you'll see a link for "Delete". Click the link to remove the family entry completely from your directory. Removing a family through the "Delete" link will remove them from the online member website and mobile apps (If you have this featured enabled). 


IMPORTANT: To show them as removed from the Directory PDF, you'll need to regenerate your directory and re-distribute the PDF.

To show a family as inactive (they won't appear in the directory, but they'll still be listed in Step 1 - Families for your records.), but they will marked as inactive

Click the "Edit Family" button:

At the bottom of the edit page, you'll see "Active?" To mark a family as inactive, simply click the "No" radio button, then save your changes. Note, any inactive family won't show in your Church Directory PDF once you have re-generated your Directory PDF.

To remove an individual from a family record, click the "Edit Family" button:

Under Adults/Parents or Children sections, click the trash can icon to remove an individual from a family record.

Confirm your deletion when you receive the confirmation dialog box.

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