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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.

• 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.

• 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.

• 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, 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.