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Adding a Guardian Who Isn't Already a Member

Shows how to attach a guardian's name and phone number for someone who isn't in Sermfy yet, without creating a Member record.

Not every guardian is a Member

Not every guardian attached to a child will already have a Member record, for a parent or caregiver who isn't in the system yet, you can add them as a guardian using just their name and phone number instead of linking to an existing record.

This mirrors how a Visitor's "invited by" field already works elsewhere in Sermfy, a free-text name and phone number standing in for someone who hasn't been formally registered yet.

What this does and doesn't do

Adding a guardian this way only attaches contact information to the child's record, it doesn't create a Member record for that person, if that guardian later joins the church as a Member, you'd link their new Member record separately rather than the free-text entry converting automatically.

Best practice

Capture a phone number for every free-text guardian, not just a name, a name alone doesn't help a volunteer reach someone in an actual pickup or emergency situation.