Importing People is a big job! Save yourself time in the future by setting up People Categories first; Future You will really appreciate it :)
As you would have read in our Learn the Features section, people categories are simply how your church delineates between the people that come into contact with it.
Now is a good time to start thinking about how you would like to categorize people at the highest level. Remember, you can use things like People Views, Demographics, Groups and more to narrow down on people that fill people categories so you shouldn’t have to create too many.
Most churches have something along the lines of:
- Visitors / New People
- Community Contacts
Call the categories whatever you wish! They can always be changed and tweaked over time.
People Categories vs People Status
People Categories are different to People Status (refresh yourself on People Status at this link) because Categories have nothing to do with billing. We charge based on which Status people in your system have. And people in your system need to be active in order to take advantage of many of Tithe.ly ChMS' features.
Each people category has a profile layout. A profile layout has two sides to it.
The first side is about how you and your leaders see people’s information when you access people’s profiles through the Admin Area. Here, it’s important to consider what order you arrange the information in. Organizing profile layouts well will slash the amount of time you spend scrolling through people’s profiles.
The second side is all about how people in your system (remember: you don’t have to give access to everyone in your church) see the information that you’ve collected about them, what information you collect about them, and whether they can edit it. All of this happens through the Member Area.
For some things, like addresses and phone numbers, it’s incredibly convenient for people to be able to update these themselves. For others, like Demographics, people do not need to be able to edit their information, so it’s up to you if you let them.
Custom fields are little bits of extra information that you need to know about people in your church, that Tithe.ly ChMS doesn’t already offer.
For example, you’ll have to set up custom fields for things like Baptism date, First-Aid qualifications, and Allergies, but not for things like Age, Marital Status, and Phone number.
Identify from your old database which custom fields you need set up prior to importing your data.
Get them set up!
To see how to set up custom fields, look at this page.
To see how to edit Profile Layouts for various People Categories, visit this page.