# Members Members is your church's directory — every person in your congregation, with their contact details, status, and the tags/relationships that connect them to the rest of the app. ## Adding a member Use **+ Member**, fill in the fields you know (only name is required), and save. You can always come back and fill in more later. Useful fields: - **Status** — active, inactive, etc. Most reports and pickers only count *active* members. - **Serves on rotas** — a checkbox marking someone as available to serve. This matters for rota scheduling — see [Ministries & Rotas](#/ministries). - **Tags** — a flexible label picker (see [Tags & Tag Roles](#/tags)) for grouping people any way your church finds useful, beyond ministries and groups. - **Birth Date** — used for birthday reminders and to automatically work out whether someone is a minor. - **Growth stage** — where someone is on their journey with your church: New, Attending, Connected, Serving, or Leading. See [Growth Ladder](#/growth-ladder). ## Custom fields Information HolyCRM has no field for — a baptism date, a membership class, a T-shirt size — can be added as a **custom field** in **Settings → Custom Fields**: text, number, date, a list of choices, or yes/no. They appear on every member's form. Options per field: - **Required** — the form won't save without an answer. - **Minimum / Maximum** — for numbers, the values allowed. - **Show in the Members list** — adds it as a column in the list (each person can still hide it with the columns button). List and yes/no fields can also be used as list filters. - **Hidden** — takes it off the form without deleting the answers already saved. ## Minors and guardians If a member's birth date puts them below your church's configured "minor age cutoff" (Church Settings → Minor age cutoff, default 18), a **Guardians** field appears on their record — pick their parent(s)/guardian(s) from the rest of your members. This is what makes **Kids Check-in** able to look someone up by their parent's name — see [Attendance & Check-in](#/attendance). If a member has no birth date on file, "minor" becomes a plain checkbox you can set by hand instead of it being calculated automatically. ## Email is locked for members with a login If a member also has a HolyCRM login (they're a Volunteer, Coordinator or Administrator who signed in), their email field is locked on the Members form with a note pointing you to the Users screen instead. This is intentional: their login email and their member-record email are kept in sync automatically, and editing it in two places would cause one edit to silently undo the other. Change it from **Settings → Users** instead — see [Users, Roles & Permissions](#/users-roles). ## Inviting a member to sign in To give a member their own login (to see My serving, My giving…), click **Invite as user** on their row. The Users invite form opens with that member already picked and their email filled in — choose the role and send. The button doesn't show for members who already have a login. ## Bringing in members you already have Don't retype your whole directory by hand — see [Import Data](#/data-import) to bring in a spreadsheet. Someone ended up in the directory twice? [Find Duplicates](#/find-duplicates) merges the two records into one. ## Searching and filtering The Members list supports search and column filters (status, tags, etc.) so you can quickly narrow down to, say, "active volunteers tagged Worship Team." **Tag…**, next to the search box, adds or removes a tag on everyone the list is showing — see [Tags & Tag Roles](#/tags). The list shows the essentials: name, phone, email, growth stage, tags and status. Use the **columns button** (top right of the list) to show more, such as birth date, notes or guardians; your choice is remembered on that device.