As a church clerk, you are responsible for maintaining an accurate and up-to-date record of church members. The Clerk Dashboard provides an easy-to-use interface for adding and managing members efficiently.
This process allows you to:
✔️ Register new church members with their details.
✔️ Ensure accurate record-keeping for attendance, membership status, and church activities.
✔️ Maintain an organized church directory for better administration.
In the following steps, we will guide you through adding new members to your church’s database using the Clerk Dashboard.
Step 1
Go to the Membership Dashboard under the Clerk Tools Menu and click on the circle plus sign icon to add a new member.
Upon clicking the icon, it will open a modal form for you to add the details of the member you want to add.
Step 2
Fill out all of the details on all of the input fields, hit save member, and you will see the added member in the main table.
Additional Features
Each church member in the Clerk Dashboard is assigned a Unique Membership ID, a quick-access identifier for their records. This ID is clickable and allows you to view all of a member’s details in a well-organized format.
The Clerk Dashboard lets you download member records in CSV format for easy record-keeping, reporting, and offline access. Depending on whether you need the entire member list or the details of a specific individual, you can download the data in two ways.
In addition to downloading member details in CSV format, the Clerk Dashboard also allows you to print member records directly from the system. This feature is useful for generating physical copies for documentation, reports, and record-keeping.
