Track baptisms, allergies and other details
Every church keeps track of a few things no standard form asks about: when someone's background check was done, a child's allergies, a T-shirt size for the retreat. Add a field once and it's on everyone's profile; milestones like baptism or a membership class get a checkmark and a date.
1/7 · On People, press Open next to someone's name
Good to know
- The chat does all of this too: “add a baptism date field”, “set Olivia Chen's baptism date to September 14 2025”, “Olivia was baptized September 14” (that one ticks the milestone).
- Saved lists can use a field: pick Custom field contains… in the list builder, or ask the chat for “everyone whose T-shirt size says XL”.
- A Date field can back a group or team requirement, like a background check that has to be current before someone joins.
- People who can only view Manage never see sensitive fields at all.
If it’s not working
It says “Choice fields need at least one option (comma-separated).”
Type the choices with commas between them, like S, M, L, XL, then press Create field again.
A requirement says to create a field under People → Fields, and I can't find it
There's no separate Fields page. Open anyone's profile on People and use + New field under Fields, or ask the chat to add the field.
My field isn't a column on People
Fields marked sensitive stay off the table on purpose. If it isn't sensitive, refresh the page.
The chat says there's no field with that name yet
Setting a value needs the field to exist first. Press the chat's Create a … field first button, then ask again.
It says “Couldn't save that value.”
The value didn't save that time. Click beside the field and enter it again.
Next, you might want to
- Update someone's details or statusFix a phone number or a name right in the People table, mark someone a member or a visitor, and add your church's own word for it.
- Keep notes, reminders and files on a personLog a pastoral note, set a private reminder to call, follow someone's news, and attach a signed form to their profile.
- Make a list you can email or textBuild a saved list, like this fall's new visitors, that keeps itself up to date and is ready whenever you email or text.
- 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.