Linking church members together as a family can be extremely helpful as you work to manage a church family in the best possible way. In this article we will talk about how to link people up as a family, add a new family via people and check-in, and connect new couples as a new family!
Searching for Existing Family Members
Let’s look at how to create a family using people who already exist in Tithe.ly ChMS. Simply go to the ‘Family’ tab within one of the family members. Before you do this you will want to change the position of your original member to “Primary” by clicking on the “No Family” link under their photo!
First, select the ‘Find Family Members’ button.
By default it will search for people with the same last name as the original member. You can change this if desired though. Simply select the individual you want, select the ‘Add to Family’ button, and select their relationship.
Once added, the two will be linked as a family. Any family members of the two people will be added to one another’s families, and the two families will be merged.
Adding new People as Family Members
Click on the ‘Add Family Member’ button on the top right corner of the page.
Once the page loads, enter in the person details similar to adding a new person into Tithe.ly ChMS. Click ‘Add Person’, and the newly added family member should be automatically linked with the family.
Creating a new Family from People
To add an entirely new family, from the People page, click ‘Add Family’.
This will take you to a screen where you can enter the last name and basic contact details for the entire family.
Once you press the ‘Next’ button, you will then be able to start creating the individual members of the family. Their contact details will by default, be the same as the contact details in the previous screen. The main difference between these screens and the normal ‘Add Person’ screen is the choice for the family relationship at the top of the screen.
Fill in the data for the individual family members one at a time, and you’re good to go!
Creating a new Family from the Check-in Area
During check-in, you can create a family for new members that come on the day of a service. This allows you to add new members of your church quickly into the system.
To add a new family, from the check-in page select the ‘Add Person or Family’ button.
This will bring up a window where you can choose to either add a new member to an existing family, or add an entirely new family. Select the ‘New Family’ option.
From within the window that pops up, enter the details for the new members all at once. Save the form and you are good to go!
Linking a New Couple as a New Family
As your church family grows you will have people getting married and needing to move around in the system! You can easily unlink a person from a family and then connect them with their new spouse! Just follow these easy steps :)
Step 1: Remove any Existing Family links from their profiles
View the "Family" tab of an existing family member, and select "Remove From Family" for the members who are merging into their new family.
This is an important step. If this is not done, both existing families will be merged together into one big family, which is not what you want.
Step 2: Update profile details as needed
Whether this be a change of phone numbers, names or addresses, make any updates to their profiles as needed. Many times this would include changing the last name!
Step 3: Link as existing Family Members
From the Family tab of one of the new Family Members, click on the Find Family Members button on the top right to search for the other family members, locate the members, and mark as spouse!
There you have it! Working with families in ChMS is a breeze. If you have other questions about this, feel free to reach out to us directly at firstname.lastname@example.org!