Click on the Settings icon on the top right corner of your dashboard.
- Edit Additional Fields – customize more fields for member profiles on top of what is already provided.
- Edit Category – Create different categories to identify your members with
- Edit Membership Status – customize terms used to identify different types of members in the church.
- Edit Race – customize race options to identify your members with
- Edit Language – customize language options to identify your members with.
- Fields for Households – indicate which fields are to be tied to entire households, for example, tying the address field to a whole household will automatically populate all the member profiles with the same address without having to set it up for each member.
- Import Member Data – Download an excel template to help you organize your member data so it can be uploaded into the system.