Overview

Manage individual member records and branch people data, then drill into household and ministry structure from the same section.

Members is the main people directory for Holy Resource.

It is where your church keeps individual records accurate, searchable, and ready for ministry work. From this section, teams can also move into household structure and ministry alignment without leaving the broader people workflow.

For most churches, this is one of the first sections that starts to feel "live." Once members are in place, leaders can search quickly, front-desk staff can confirm details without digging through paper records, and ministry teams can stop maintaining separate side lists.

In This Section

Families

Group people into households, assign heads of family, and review household structure.

Ministries

Organize teams, leaders, and member assignments so ministry data stays aligned.

What The Main Members Page Covers

summary cards for active, inactive, and new members
searchable branch-scoped member records
create, edit, and detail dialogs
import and export tools for people data
family and ministry assignment fields on member records

The page is branch-aware, so staff only work with member data for the currently active branch.

What Teams Usually Do Here

Search for a person before service, during follow-up, or while preparing reports.
Open the member profile to confirm contact details, status, family links, and ministry connections.
Add new people as they join the church or begin attending regularly.
Update records when phone numbers, addresses, statuses, or branch assignments change.
Export or import people data when the church is cleaning up records in bulk.

How This Section Fits With Families And Ministries

Use Members when the record belongs to one specific person.
Use Families when the team needs to understand the household or guardian structure around that person.
Use Ministries when the team needs to know where that person serves or which ministry group they belong to.

This split matters because churches often need all three views in the same week. A pastor may need the individual record, an admin may need the household relationship, and a ministry lead may need the serving assignment.

Good Setup Order

Add or import the main member records for the active branch.
Clean up missing contact details and obvious duplicates.
Connect people to the right family groups.
Add ministry assignments only after the people data is stable enough to trust.

Common Questions This Page Helps Answer

Is this person already in our records?
Which branch are they attached to?
Are they active, inactive, or newly added?
Which family or ministry is this person connected to?
Can we safely contact them using the information we have on file?

How to think about this section

Use Members for the person-level record, Families for the household-level view, and Ministries for team assignment structure.

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