Xplio Help

Add a person to your directory

Create a record for a new member, guest, or volunteer in under a minute.

Open the People directory

From the sidebar choose People → Everyone. You'll see everyone in your community, with quick filters for status, campus, and group.
Open the People directory
The People directory.

Click "Add person"

Use the Add person button in the top-right. A panel slides in for the new record.
Click "Add person"
The new-record panel.

Fill in the basics

Enter a name — everything else (email, phone, address, birthday) is optional and can be added later. Set their status to Active, Guest, or Inactive.
Households
Use Family connections to link people into a household so check-in and giving statements group them automatically.

Save

Click Add person. The record appears in your directory immediately and is ready for groups, teams, giving, and check-in.
Add a person to your directory — Xplio Help