Member Management

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Member Management

Effectively managing your church members is key to building community and enabling ministry. SoapBox provides tools to track, engage, and care for every person in your congregation.

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Member Directory

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Accessing Members

Go to Admin > Members to see your full congregation.

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Directory Views

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Search & Filter

Find members quickly:

• Search by name or email
• Filter by role, group, or status
• Sort by various criteria
• Save custom filters

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Member Profiles

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Profile Information

Each member profile includes: Basic Info

• Name and photo
• Contact information
• Birthday
• Join date

Church Connection

• Groups joined
• Serving areas
• Events attended
• Giving history (admin only)

Activity

• Recent posts
• Prayer activity
• App engagement
• Last active date

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Viewing Profiles

1. Click a member’s name in the directory
2. View their full profile
3. Access tabs for different information
4. Take actions as needed

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Editing Profiles

Admins can edit member information:

1. Open member profile
2. Click Edit
3. Update fields
4. Save changes

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Adding Members

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Manual Addition

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Bulk Import

Import many members at once:

1. Go to Members > Import
2. Download template CSV
3. Fill in member data
4. Upload completed file
5. Map columns to fields
6. Review and confirm import

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Import Templates

Supported imports from:

• CSV/Excel files
• Planning Center
• Church Community Builder
• Breeze
• Elvanto

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Member Invitations

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Sending Invitations

Invite members to join SoapBox: Individual Invite:

1. Find member in directory
2. Click Send Invitation
3. Customize message (optional)
4. Send

Bulk Invite:

1. Select multiple members
2. Click Invite Selected
3. Review list
4. Send invitations

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Invitation Status

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Resending Invitations

For pending invitations:

• Resend with one click
• Track invitation attempts
• Set invitation reminders

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Member Roles

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Assigning Roles

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Available Roles

• Member (default)
• Volunteer
• Group Leader
• Ministry Leader
• Staff
• Pastor
• Admin

Learn more about Roles →

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Family Management

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Family Connections

Link family members together:

• Spouse relationships
• Parent-child relationships
• Household groupings

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Benefits of Linking

• Family giving statements
• Household communications
• Child check-in
• Family-wide updates

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Creating Family Links

1. Open a member’s profile
2. Go to Family tab
3. Click Add Family Member
4. Search for existing member or create new
5. Define relationship
6. Save

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Member Communication

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Direct Messages

Contact members directly:

1. Open member profile
2. Click Message
3. Write and send

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Email

Send emails to members:

1. Select member(s)
2. Click Send Email
3. Compose message
4. Send

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Bulk Communication

Message groups of members:

• Filter directory
• Select multiple
• Choose communication method
• Send to all selected

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Member Care

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Notes

Add pastoral notes to profiles:

• Counseling notes
• Care needs
• Follow-up items
• Private information

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Follow-Up

Track care needs:

• Create follow-up tasks
• Assign to staff
• Set due dates
• Track completion

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Member Status

Special status indicators:

• New (recent join)
• Regular (active attender)
• Inactive (needs re-engagement)
• Special care (pastoral attention)

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Data Management

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Exporting Data

Export member data:

1. Go to Members > Export
2. Select fields to include
3. Choose format (CSV, Excel)
4. Download file

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Data Privacy

Respect member privacy:

• Control who sees what
• Honor communication preferences
• Secure sensitive data
• Comply with regulations

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Data Cleanup

Maintain data quality:

• Merge duplicate records
• Archive inactive members
• Update outdated information
• Remove incomplete records

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Reports

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Member Reports

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Custom Reports

Build your own reports:

1. Go to Reports > Custom
2. Select fields
3. Set filters
4. Generate and save

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Best Practices

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Next Steps