Adding Your First Member

Adding Your First Member


Your members are the heart of your church. EvangelOS helps you keep all your member information organized, secure, and easy to access. Adding a new person (or a whole family) is a simple and quick process.

This guide will walk you through adding an individual member.

Two Easy Ways to Add a New Member

You can add a new member from two main places in the platform:

Method 1: From Your Dashboard (The Quickest Way) The "Quick Actions" widget on your main Dashboard is the fastest way to get started.

  1. Navigate to your Dashboard.

  2. In the "Quick Actions" widget, click the "Add a New Member" button.

  3. This will open the new member form directly.

Method 2: From the Members Page You can also add a member from the main "Members" page, which is helpful when you're already working in that section.

  1. Click on "Members" in the main navigation menu on the left.

  2. On the Members page, look for the "Add Member" or "New" button, usually near the top right.

  3. This will also open the new member form.

Filling Out the Member Form

After you click "Add Member," a form will appear asking for the new member's details.

Simply fill out the information. Key fields will include:

  • Core Details: First Name, Last Name, Email, Phone Number, and Address.

  • Family: You can assign the person to a new or existing family.

  • Custom Fields: You may also see fields for "Member Status," "Join Date," or "Baptism Date." These fields can be customized by your Admin in the settings to capture the information that's most important to your church.

Click "Save" (or "Create") at the bottom of the form, and you're all set!

What's Next?

Once you save the new member, you'll be taken to their brand new Member Profile. This profile is the central hub for everything related to that person, including their contact info, group involvement, giving history, and more.

Our next guide, "Understanding the Member Profile," will give you a full tour of that page.

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