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Membership
Add, edit and organise members and guests
Adding a New Member
Required fields, duplicate checking, and what happens right after a member is added.
Adding a Profile Picture to a Visitor
Attach a photo to a visitor record the same way you would for a member, making it easier for your team to recognize returning visitors.
Adding an Email Address to a Visitor Record
Capture a visitor's email alongside their phone number so your follow-up team has more than one way to reach them.
Best Practices: Choosing the Right Registration Method
A practical comparison of Manual, Bulk, and Self-Registration, and when each one is the better fit.
Bulk Registration: Importing Members from a Spreadsheet
How Sermfy's column-mapping bulk import works, including phone number normalization and inline row editing.
Bulk-Editing Multiple Members at Once
Change a shared field across several members in one action instead of editing each one individually.
Bulk-Selecting and Deleting Visitors
Select several visitor records at once with checkboxes and remove them in a single action, instead of deleting one at a time.
Creating a Family and Adding Members
Group related members into a household unit for a fuller picture of who's connected to whom.
Exporting Members to Excel or PDF
Select members and export them directly from the Members list, without going through the Reports wizard.
Linking a Member to a Family
Family linking is an admin-only action, deliberately excluded from the public self-registration form.
Making Visitor Contact Info Optional at Registration
Register a walk-in visitor on the spot even when you don't have the inviting person's name or contact details handy.
Manual Registration: Adding a Member One at a Time
The full walkthrough of Sermfy's manual Add Member form, section by section.
Recording a Visitor and Their Registration Details
Add a first-time guest to Sermfy through the Visitors admin form.
Removing a Member from a Family
Take a member out of a household unit without affecting their own record.
Searching and Paginating the Visitors List
Search for a specific visitor by name and browse the list in manageable pages instead of scrolling through everyone at once.
Searching, Filtering, and Sorting Members
How live search works, how filters combine, and where sorting lives.
Self-Registration: Sharing a Member Registration Link or QR Code
Let people register themselves through a public link or a branded QR code, and understand exactly what they see and don't see.
Sharing a Visitor Registration Link or QR Code
Let guests register themselves as Visitors, the same self-service pattern used for Member self-registration.
Understanding Member Types and Statuses
The difference between Member Type and Status, and where both are used elsewhere in Sermfy.
Understanding Visitors vs Members: What's Different
Visitors and Members are separate records in Sermfy, with different fields and different capabilities.
Uploading and Cropping a Member's Profile Photo
Upload a photo and use the built-in circular crop tool before saving.
Viewing a Family's Detail Page
See every member of a household in one place, and how Family deletion differs from Members.
Viewing a Member's Full Profile
Everything about a member, attendance, giving, groups, and Life Events, in one place.
Viewing a Visitor's Profile: Attendance, Messages, and Follow-Ups
What each tab on the Visitor detail drawer actually shows today.
What "Who Invited You" Actually Links
The difference between a linked Member inviter and a plain typed name, and why it matters later.
What Happens When You Delete a Member
What deletion actually does today, and why it's worth exporting before a large bulk delete.