Using Custom Profile Fields to Track Member Info

You can create custom profile fields in Flocknote Complete. What is a custom profile field, you ask? It's a way for you to basically gather any type of info from your members and record it within Flocknote. This help guide will explain the basics of using custom profile fields and how you can use them to track member info at your Church!

To manage your custom fields...

1. Click on the group name on the left-hand side of the page, followed by the grey cogwheel in the upper right-hand corner. Then click on Profile Fields.

2. From here, you can choose an icon, field title, and adjust the settings for who can view and edit the field. 

3. Click Save in the lower right-hand corner and you're set!

When your members sign up to join your group, your custom fields will be on the sign-up form, right after they are prompted to enter their name and contact info. Then, you can view the custom fields and edit them on the info tab within a member's profile. You'll be able to easily track all the important member data, as well as any data points you can think of! 😍

Adding Documents to your Custom Profile Fields

Collecting documents with Custom Profile Fields only takes a few clicks. Open up the Profile Fields tab as you normally would. Then, scroll to the bottom of the Add a new field section and select File Upload.

Next, select the settings for this profile field and click Save

This file upload field will now appear on your member's profiles under the Info tab. To add a document to your member's profiles manually, select your member, click the Info tab, and then click the file upload icon. Last but not least, select the file you would like to add and Just like that, you're all set.

Tracking Sacraments