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Planning Center Online Migration Guide
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Built-in Personal Fields

Membership Type


Background

Defining Membership Types


Action Step:

Create a list of the membership types with defined critera.

Define the process for changing to and from that membership type.

Link fields, forms, or workflows that should be edited with changes.



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When Done, Complete Task Below
Done
Task
1
Define Membership types (Built-In Personal Fields)
No results from filter
Membership Type
Criteria
Change Procedure/Consideration
Related Fields
Related Forms
Related Workflows
1
Community Particpant
other UU cong or cong in sympathy with UU
2
Former Member
was once a member, but has resigned or was removed during annual roll review
Left Membership Date
Reason Left Membership
Leaving Membership Workflow
3
Member
has completed membership ceremony
Membership Date
“Connect Form”
New Member Workflow
4
Member Deceased
was a member at the time of death
Deceased Date
5
Non-member Deceased
Participated in the church, but was not a member at the time of death
Deceased Date
6
Non-member Donor
non-member who donates money occ.
7
Non-member Participating
non-member who participates but doesn’t pledge
8
Non-member Pledging
non-member who made a formal pledge for current yr
9
Non-member Staff
staff or minister who is not a member
10
Participating Child
child participating in church activities
Photo Release
New Family Workflow
11
Visitor
completed guest card or participated for the 1st time within the last year
Date of First Visit
Guest Card
New Visitor Workflow
12
There are no rows in this table

Foothills Reference

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