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Built-in Personal Fields
Membership Type
Background
Membership is defined differently by many churches, but most churches agree that they'd like a way to know who is active in their church, so Planning Center helps you manage that information by calling it membership.
Define Membership
Deceased cannot be edited or removed.
Assign Membership
Once you have your statuses and reasons in place, update profiles according to their membership status.
From a person's , click the Membership Status dropdown, and then choose the appropriate membership status.
Membership Status is under the Personal tab on a profile, so choose Personal from the dropdown.
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.
When Done, Complete Task Below
Done
Task
Define Membership types (Built-In Personal Fields)
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Membership Type
Criteria
Change Procedure/Consideration
Related Fields
Related Forms
Related Workflows
Community Particpant
other UU cong or cong in sympathy with UU
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
Member
has completed membership ceremony
Membership Date
“Connect Form”
New Member Workflow
Member Deceased
was a member at the time of death
Deceased Date
Non-member Deceased
Participated in the church, but was not a member at the time of death
Deceased Date
Non-member Donor
non-member who donates money occ.
Non-member Participating
non-member who participates but doesn’t pledge
Non-member Pledging
non-member who made a formal pledge for current yr
Non-member Staff
staff or minister who is not a member
Participating Child
child participating in church activities
Photo Release
New Family Workflow
Visitor
completed guest card or participated for the 1st time within the last year
Date of First Visit
Guest Card
New Visitor Workflow
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Foothills Reference
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