Start a small group and add people
The sign-up sheet for next month's study is sitting on your desk. Create the group once, tick everyone who's in it, and mark who leads. Attendance, the join link and your website all work from that same group.
1/6 · In Manage, open Groups
- 4Type who leads it in Leader, then pick themPeople in your directory show as you type, each with their email. Someone new? Press the last row, Add “their name” as a new person, and fill in their first name and email: they're added to your directory and picked. If the leader has no email yet, the form asks for one so they get the invite.
Good to know
- You can do it all from the chat: “start a Tuesday men's group at 7pm in the chapel, cap it at 12, open to new members”, then “add Sarah to the men's group” or “make Lisa the leader of the moms group”.
- To take someone out, press their name on the group and choose Remove from group. They stay in your directory. The same menu has Make a leader for a member, and Make a member for a leader.
- Leader didn't get the email? Press their name in Leaders and choose Resend invite. A leader marked No email gets Send invite, which asks for their email first.
- Deleting a group (the × in its top corner) deletes its attendance history too. Its people stay in your directory.
If it’s not working
Someone I ticked wasn't added
The group may have a requirement they don't meet yet, like a background check or a minimum age. A line on the group names who was left out and why. Open Requirements on the group to see its rules, or ask the chat to add them: it tells you what's missing.
The leader's invite didn't go
The line after you saved says why. Usually the leader has no email yet (add it, then Send invite on their name), or your church can't send email yet: connect your church's Gmail or Outlook, or turn on Aligned Email, in Automations → Connected apps. Then press their name and choose Resend invite.
There's no + Add people… button
Everyone in your directory is already in the group, or your role can only view Manage. Add the new person to your directory first.
A group has a lock and says read-only
It comes from a connected app like Planning Center, so it's changed there, and the change comes back here within about six hours. To own an editable copy, bring it in with Import.
It says “That didn't save — try again.”
The change didn't go through that time. Press it again in a moment.
Next, you might want to
- Take small group attendanceTick off who came to group tonight, count your visitors, and save it, right from your phone.
- Let people join a group onlineShare a group's join link, list it on your website, announce it in your app, and place the people who ask to join.
- Add people and group them into familiesAdd someone with a short form, add a whole family in one sentence, and group people into households.
- Require a background check before someone servesRecord each volunteer's background check date, require a current one on a team, and see who isn't cleared yet.