Quick Start
- Navigate to Families in the sidebar.
- Click New Family and enter the family name.
- Add members to the family and assign roles (Head, Spouse, Child, Relative, Other).
Family Profiles
Each family includes:- Family name — Typically the surname
- Members — Linked member profiles with roles and primary contact designation
- Shared address — One address for the household
- Fellowship — The small group this family belongs to
- Church location — Which campus they attend
- Care history — Care requests linked at the family level
- Life events — Family milestones (anniversaries, bereavements)
- Mentorships — Mentor/mentee relationships with other families
- Notes — General family notes visible to pastoral staff
How-to Guide
Create a Family Unit
Add Members
Search for existing members or create new ones. Assign each a role (Head, Spouse, Child, Relative).
Family Mentorships
Pair families together for mentorship programs:- Open a family profile.
- Go to the Mentorships tab.
- Click Add Mentorship and select the mentor or mentee family.
- Set goals, start date, and status.
Change Log
Every change to a family record (member added/removed, address changed, fellowship transferred) is automatically logged in the Change Log tab for audit purposes.Pro Tips
Related Guides
Members
Individual member profiles
Fellowships
Small groups that families belong to
Life Events
Family milestones