People and Families

How to add and edit person profiles

How to edit a person profile you’ve already added.

Add a person to a family

Manage tags associated with a person profile

Import people into ChurchTrakr

The difference between archiving, deleting, restoring, and permanently deleting person records.

Send a secure invitation that allows someone to create or verify their ChurchTrakr portal account.

Enter and maintain organization-specific information on a person’s profile.

Combine multiple profile conditions to find a precise group of people.

Find people by name, email, tags, portal access, or an AI search request. And you can use Advanced Search for more refined results.

Prepare and import an existing people list into ChurchTrakr, then review the imported records.

Choose whether to add people individually or import an existing list into ChurchTrakr.