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Church Member Software

Tags, key dates and custom fields

Set up the labels and extra details your church wants to keep.

Who can do this: Administrators set them up. Administrators and staff use them.

  1. Step 1: Open the People settings

    Go to Settings, then People. Here you choose your membership statuses (such as Member and Regular attender), tags, key dates, note categories and custom fields.

    The People tab in Settings, showing membership statuses such as Member, Regular attender, Visitor and Inactive, each with the number of people, and a box to add a new status.
    Open a larger view (opens in a new tab)

  2. Step 2: Add tags and key dates

    Tags are labels for groups of people, such as Choir or Electoral roll. Type a name, pick a colour and choose Add tag.

    Key dates are milestones such as baptism or becoming a member. Add the kinds you want to record the same way.

    The Tags list with Electoral roll, Flower rota, Home communion and PCC, a New tag box, and the Key dates list with First visit, Baptism, Confirmation and Became a member.
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  3. Step 3: Add custom fields

    Under Custom fields, add anything else you need, grouped into sections such as Emergency contact. You can add a section of your own, and hide fields you no longer use.

    The Note categories and Custom fields sections, with an Emergency contact section containing name and phone fields.
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  4. Step 4: Use them on a person’s record

    On anyone’s record, type in the Tags box and choose Add, or choose Add a date under Key dates. To tag lots of people at once, tick them on the People list and choose Add tag.

    The lower part of a person’s record, with a Tags box showing Electoral roll and an Add button, and Key dates showing Became a member, 18 October 2025.
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