Add Congregant Profiles
Make this the first stop when recording new individuals.
Create records for individuals. To add records for businesses, see the related articles.
Though email and birthday may not be required for people, you should enter them. Email addresses should also be different for each profile. Doing so prevents duplicate records from being created when they give.
- In the top-left corner, click your ministry hub then Giving. Then click .
- Click Add Profile at the top.
- Enter the details for the individual. Fields marked with an asterisk are required.
- Click Save or Save & Add Another.