Home People Member's dashboard

Viewing Archived members

3 Out of 4 Found Helpful
Posted on 2022-09-13

To manage and view archived church members through the BethelApp, follow these steps:Accessing Archived Members: On the member dashboard, click on the "Archived Members" button. This action will redirect you to the list of all members who have been archived. Viewing Member Details: Within the archived members list, you have the ability to v...

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Importing Members into your database

2 Out of 4 Found Helpful
Posted on 2022-09-13

The "Import Members" feature facilitates the easy migration of member data into the BethelApp, ideal for churches transitioning their records. Here’s how to use this feature: Start the Import Process: Click on the "Import Members" button. This action will open a pop-up window. Download the Sample Format: Within the pop-up, you'll find an opt...

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Exporting members into CSV

2 Out of 5 Found Helpful
Posted on 2022-09-13

To export member data from the system, follow these steps:Initiate Export: Locate and click on the "Export Record" button. This action will prepare your data for download. Download Data: Upon clicking the button, the system automatically generates and downloads a comprehensive list of all members in an Excel format. Review Exported Data: T...

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Archiving a member

4 Out of 8 Found Helpful
Posted on 2022-09-13

The "Archive Member" feature serves to transition members who have become inactive or have left the church into a separate archival area within the system. Here's how to use this feature:Initiate Archiving: To begin, locate the member you wish to archive and select member, then click on the "Archive selected", This action will trigger a popu...

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Deleting a member

3 Out of 6 Found Helpful
Posted on 2022-09-13

To remove a member from the system, follow these steps: Initiate Deletion: Locate the member you wish to delete and click on the delete icon associated with their profile. Confirm Deletion: A confirmation prompt will appear. This is a safeguard to ensure that you do not accidentally delete a member. Review your choice and confirm if you wish...

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Viewing a member

1 Out of 5 Found Helpful
Posted on 2022-09-13

To access detailed information about a church member, you will need to locate the member you're interested in within the member dashboard. Once found, look for the “View” button, which is typically situated in the "Action" column. By clicking on this button, you will be directed to a page that displays all the available information regarding t...

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Finding a person in the database

3 Out of 6 Found Helpful
Posted on 2022-09-13

To locate a specific person or family member within the member dashboard, utilize the search feature located at the top of the page. It's important to note that on the dashboard, the table prominently displays only the name of the primary contact. Nevertheless, by entering a search query, you can easily find and display information about other...

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Adding a family member

2 Out of 4 Found Helpful
Posted on 2022-09-13

Select Member: Click on the desired member's name in the member section. Initiate Addition: Choose the option to "add a family member." A pop-up will appear; click 'continue' to proceed. Input Information: In the member page, use the toggle bar to access additional input fields for the family member's details. Enter Details: Fill in the nec...

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Adding a New Member

4 Out of 7 Found Helpful
Posted on 2022-09-13

Initiate Addition: Click on the “Add Member” button. A pop-up will appear for entering the new member's information. Adding Family Members: If the new member has family members to add, toggle the bar to reveal additional input fields for their information. Saving and Continuing: After entering the initial details, click 'save' to proceed to ...

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Member’s dashboard

4 Out of 7 Found Helpful
Posted on 2022-09-13

The Member Dashboard includes essential information and a comprehensive list of all members. A notable feature is the Monthly Attendance tab, which automatically resets at the start of each month, allowing for easy tracking of individual member attendance. Key functionalities include the ability to view detailed member profiles, delete, or ...

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