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Adding Your First Members

Building your church database is an essential step in getting started with FaithLink. This guide will show you how to add members individually or import them in bulk.

Method 1: Adding Members Individually

For smaller churches or when adding new members one at a time, you can use the individual member creation form.

  1. Navigate to the Members section from the main dashboard
  2. Click the "Add Member" button in the top right corner
  3. Fill out the required information (name, contact details, etc.)
  4. Add any additional information like family connections, ministry involvement, or custom fields
  5. Click "Save" to add the member to your database
Adding a Member Form

Method 2: Bulk Import

If you're migrating from another system or have a large number of members to add, the bulk import feature will save you time.

  1. Navigate to Members > Import
  2. Download our CSV template by clicking "Download Template"
  3. Fill out the template with your member data (follow the format exactly)
  4. Save your file as a CSV
  5. Return to the Import page and click "Upload CSV"
  6. Review the data preview to ensure everything looks correct
  7. Click "Import Members" to complete the process

Pro Tip

When importing members, make sure your CSV file uses UTF-8 encoding to avoid issues with special characters in names. Also, double-check that date formats match our template (YYYY-MM-DD).

Creating Family Connections

FaithLink allows you to connect members as families, which helps with communication and ministry planning.

  1. After adding members, go to the Members section
  2. Select a member and click "Edit"
  3. Scroll to the "Family Connections" section
  4. Click "Add Family Member" and search for existing members
  5. Select the relationship type (spouse, child, parent, etc.)
  6. Save the changes
Family Connections Interface

Adding Custom Fields

Every church has unique information they need to track. Custom fields allow you to tailor member profiles to your specific needs.

  1. Go to Settings > Custom Fields
  2. Click "Add Custom Field"
  3. Choose the field type (text, date, dropdown, checkbox, etc.)
  4. Name your field and set any default values
  5. Choose whether the field is required or optional
  6. Save the new field

Pro Tip

Common custom fields include baptism date, spiritual gifts, ministry interests, and emergency contact information. Think about what information would be most valuable for your ministry.

Next Steps

Now that you've added your members, here are some recommended next steps:

Video Tutorial

Related Articles

Using Member Tags

Learn how to organize members with tags for better filtering and communication.

Tracking Member Attendance

Set up attendance tracking for services and events.

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