Adding a new member
Go to Members in the sidebar, then click Add New Member. The form is split into sections — you don't have to fill in everything at once, but a name and phone number are enough to get started.
- Profile Picture — optional photo, shown across the member's profile.
- Personal Information — name, date of birth, gender, marital status.
- Extended Member Records — occupation and other background details.
- Contact & Location — phone number, email, address.
- Church Affiliation — the branch the member belongs to and their join date.
- Groups & Affiliations — the Bible Class and any ministries they're part of.
- Emergency Contact — a contact person in case of emergency.
- Sacraments — baptism, confirmation, and similar records.
- Member Portal Access — whether this member can sign in to the Member Portal.
Click Create Member to save. Steward assigns the member a sequential ID automatically, using the prefix set during onboarding.
Grouping members into families
Under Members → Families, you can group related members — a household — under one family record. This makes it easier to see relationships at a glance and to report on a household's giving as a unit.
Open a family record to add or remove members from it. A member can only belong to one family at a time.
Bible Classes
Bible Classes (found under Members → Bible Classes, on the Classes Management page) let you organise members by the class they attend — for example Sunday Morning Class or Youth Class.
Create a class, give it a name, and assign members to it from the class page or from each member's Groups & Affiliations section. Use Class Distribution in Reports to see how members are spread across classes.
Upcoming birthdays
The Birthdays view under Members lists everyone with a birthday coming up, based on the date of birth entered on their profile. Steward can also send an automatic birthday SMS — see Automatic birthday messages.
Next, if your church has more than one location, set up Branches. Otherwise, move on to Ministries.
