Getting Started in 5 Easy Steps

You’re 20 minutes away from a working directory.

Follow the steps below, then dive deeper any time with the linked articles.

1. Import Your Member List (CSV)

The fastest way to get everyone in at once.

See Importing Directory Data and Photos for step-by-step instructions.

2. Review & Polish Families

Use this step to spot-check names, add photos, or enter that one new family that missed the CSV.

See Creating and Updating a Family or Individual for details on simple edits.

3. Add Your Church Staff

Make it easy for visitors to recognize leaders.

See Creating and Editing Staff Pages for steps on how to add staff along with their photo, contact information and title.

4. Customize the Cover Page

Your directory’s first impression.

See Creating and Editing Your Cover Page to add a face to your directory. The pastor's letter is included here too.

5. Generate Your PDF and Turn On Your Member Apps (optional)

Time to share the directory with your members!

See Printing a Booklet or Full-Sized Directory for steps on how to generate and print a directory on 8½" x 11" or make a 5½" x 8½" folded booklet.

See Understanding the Member Apps to learn how to turn on access so your members can sign in and take the directory anywhere.

What’s Next?

Explore extra features anytime:

Browse the Help Center whenever you’re ready for a deeper dive—each topic above has its own step-by-step article with screenshots and video clips.

Happy directory building! 🎉