Add a Person

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Add Members

To add a person, take the following steps:

  1. Expand the Individuals section and click Add.
  2. Fill in all of the information you have on the person: Name, Address, Phone, etc.
  3. Search for and select the groups into which the member should be placed.
  4. Click SAVE to add the record.


Use the Formal Full Name field for a Middle Name, Prefix, or Suffix. If a Formal Full Name exists, Search & Check-In Lookup will distinguish between them. (Ex: John Ralph Smith vs. John Robert Smith). For more, please see Individual & Family Name Options.



Suggested Next Step:

Join Individuals Together in a Family






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