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Unassigned

Unassigned Members

Circles
Access:Super AdminLead PastorPastorFLOCK_LEADER

The Unassigned Members page lists active congregation members who are not currently placed in any small group. It provides group suggestions based on matching criteria and lets you assign members to groups directly from the page.

Getting Here

Navigation: Circles → Unassigned

Overview

The page uses a split layout: a member list on the left and a suggestion drawer on the right. Clicking a member opens the suggestion panel, which shows AI-matched groups based on the member's schedule, location, interests, and other attributes. You can assign a member to any suggested group with a single click.

Fields & Controls

Summary Strip

FieldTypeDescription
Total UnassignedMetricTotal number of active congregation members not in any group. Highlighted with rose accent.
New This MonthMetricMembers who joined the Flock directory in the last 30 days and are not in a group.
Avg Days Without GroupMetricAverage number of days unassigned members have been in the system without group placement.

Member List

FieldTypeDescription
SearchText inputFilter members by name.
MemberAvatar + nameMember name with initials avatar and email address.
DaysNumericDays since joining Flock without a group. Color-coded: red (90+), amber (31-90), default (0-30).
Joined FlockDateWhen the member was added to the congregation directory.
Sun. Att.PercentageSunday service attendance rate, if available.
InterestsTagsInterest tags or labels (up to 2 shown) that can help with group matching.
ActionButton"Assign" button to open the suggestion panel for this member.

Suggestion Drawer

FieldTypeDescription
Member InfoDisplayName and email of the selected member.
Suggested GroupsCard listGroups recommended based on matching criteria. Each card shows group name, meeting day, member count, and match reasons.
Match ReasonsTagsGreen pills explaining why each group was suggested (e.g., "Same neighborhood", "Matching interests", "Schedule fits").
Assign ButtonButtonClick to immediately add the member to the suggested group.
Browse All GroupsLinkLink to the full Groups list if no suggestion fits.

Actions

Assign a Member to a Suggested Group

  1. Click on a member in the list (or click the Assign button)
  2. The suggestion drawer opens on the right with recommended groups
  3. Review the match reasons for each suggestion
  4. Click Assign on the best-fit group
  5. The member is added to the group and removed from the unassigned list

Browse All Groups (Manual Assignment)

  1. Open a member's suggestion drawer
  2. If no suggestion fits, click Browse All Groups at the bottom
  3. You will be taken to the Groups list where you can navigate to any group and add the member manually

Export Unassigned Members

  1. Click the Export button in the page header
  2. A CSV file downloads containing all unassigned members with their details

Related Pages

PreviousLapsed Members
NextMessaging