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How to Add a New Person Record

Adding people to your account is a key step in staying connected and building relationships. ๐Ÿ’™ Whether itโ€™s a guest, member, or volunteer, you can create a new record from scratch in just a few clicks.

Kyra Rine avatar
Written by Kyra Rine
Updated over 3 months ago

Step 1: Go to the People Section ๐Ÿ‘ฅ

  1. From the main menu, open the People section.

  2. Click the Add New button.

Step 2: Enter Person Details โœ๏ธ

Youโ€™ll be able to add a wide range of information, including:

  • Profile Image ๐Ÿ“ธ

  • First & Last Name

  • Email Address

  • Mobile Phone Number

  • Toggle Yes, I have permission to email/text this person โœ…

  • Landline

  • Date of Birth ๐ŸŽ‚

  • Preferred Language ๐ŸŒ

You can also:

  • Assign the person to a Group (or leave this blank for now).

  • Add their Street Address ๐Ÿก

  • Include Social Media Handles (Facebook, Twitter, Instagram, LinkedIn).

  • Write any Comments or Notes for your team.

Step 3: Save the Record ๐Ÿ’พ

Once all information is entered, click Create Person. ๐ŸŽ‰
Your new record will now appear in your People Section for easy communication and follow-up.

Why Add Full Details?

The more details you capture, the more personal and intentional your communication can be. ๐Ÿ’ฌ Whether itโ€™s sending a birthday text ๐ŸŽ‚, connecting on social media ๐Ÿ“ฒ, or keeping track of family info, every detail helps your church make people feel known, noticed, and loved.

๐Ÿ‘‰ Thatโ€™s it! Youโ€™ve successfully added a new person record in Text In Church.

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