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Members

Getting Started

Introduction

Members Directory

Flock
Access:Super AdminLead PastorPastorElderCare MinisterReporting Only

Getting Here

Navigation: Flock → People (the default Flock landing page)

Overview

The Members page is the central directory of all people in your church database. It displays members in a searchable, filterable table (or grid) with KPI cards showing membership status breakdowns. You can add new members, export data, import from CSV, run bulk actions on selected rows, and click through to any individual's profile page.

Views

Toggle between Table and Grid views using the view switcher in the filter bar. Table view shows a traditional data table with sortable columns. Grid view displays member cards with avatars, status badges, and last-seen timestamps. On mobile devices, only the card view is available.

KPI Cards

Five KPI cards appear above the member list, computed from your membership breakdown API:

FieldTypeDescription
Total MembersCountTotal number of people across all statuses for the selected campus.
ActiveCountNumber of people with MEMBER status.
VisitorsCountNumber of people with VISITOR status.
New This MonthCountMembers added during the current calendar month.
InactiveCountNumber of people with INACTIVE status.

Fields & Controls

FieldTypeDescription
SearchText inputSearch by name, email, envelope number, or household name. Results update after a 300ms debounce delay.
Status Filter ChipsFilter tabsFilter by All, Member, Regular, Visitor, or Inactive. Each chip shows the count for that status.
View ToggleButton groupSwitch between Table (rows) and Grid (cards) display. Hidden on mobile.
Advanced SearchToggle panelOpens advanced filter fields: Household, Campus, Has Email, Tags, Envelope # range.

Table Columns

FieldTypeDescription
NameText + AvatarFull name displayed as "Last, First" with a color-coded avatar circle showing initials.
StatusBadgeMembership status chip: Member (green), Regular Attendee (blue), Visitor (amber), Inactive (gray), Staff (purple).
EmailTextPrimary email address.
PhoneTextPrimary phone number.
CampusTextCampus name the member belongs to.
Envelope #TextGiving envelope number, displayed with ENV- prefix (e.g., ENV-1049).
TagsChipsColor-coded tag badges (e.g., online-giver, volunteer, leader).
Last SeenRelative timeRelative timestamp of last attendance check-in. Color-coded: green (recent), amber (2-4 weeks), red (5+ weeks).

Actions

Add a New Member

  1. Click the Add Member button in the page header
  2. Fill in the required fields: First Name and Last Name
  3. Optionally fill in Email, Phone, Membership Status (defaults to Visitor), and Campus
  4. Use the household search to link the new member to an existing household
  5. Click More Details to expand additional fields: Date of Birth, Gender, Marital Status, Envelope #, and full address
  6. Click Save to create the member — you will be redirected to their profile page

Export Members

  1. Click the Export button in the header
  2. A CSV file is generated with the columns: Last Name, First Name, Email, Phone, Status, Campus, and Envelope #
  3. The export respects current search and filter settings

Import Members

  1. Click the Import button in the header
  2. An informational dialog appears explaining the import process
  3. Click through to the full Import Wizard page at /flock/import

Bulk Actions

Select one or more members using the row checkboxes to reveal the bulk action bar:

  • Send Email Campaign — Start a campaign targeting selected members
  • Assign Onboarding Stage — Add selected members to an onboarding pipeline
  • Export Selected — Export only the selected members to CSV

Row Hover Actions

Hovering over a table row reveals quick-action buttons:

  • View — Open the member's profile
  • Email — Open an email composition modal

Related Pages

PreviousOverview
NextMember Profile