Add a member
Add someone so you can schedule them, even before they sign in.
Staff For staff and admins.
Add people before you schedule them: new volunteers, visitors who joined a team, the guest preacher. Only a name is required. Add a phone or email so they get texts and emails, and so their sign-in links to this profile when they sign in.
Add a memberStaff
- On the Members page, select Add member.
- Type the First name and Last name (marker 1 on the screenshot). Nobody else in your church can have the same full name.
- Optional: the Phone (marker 2 on the screenshot). Only US numbers work. Texts go to this number.
- Optional: the Email (marker 3 on the screenshot). Use the address the person will sign in with, so their account links by itself.
- Optional: their Birthday (marker 4 on the screenshot) (it shows in Upcoming birthdays) and Address.
- Optional: Notes (marker 5 on the screenshot) and Male or Female. Only staff see these.
- Select Create member (marker 6 on the screenshot).
They're in the list right away, marked as having no account yet. A picture can be added once the profile exists (admins only, see Edit a member).
What happens nextStaff
- Nothing is sent. Adding someone doesn't text or email them. They hear from Scheduly when you schedule them or send an alert.
- You can schedule them right away, and add them to groups. They can reply from the text or email, without an account.
- There's no invite. When they're ready, send them your church's Scheduly address. When they sign in, Scheduly finds their profile by their email or phone (How people get an account).
- New members are volunteers. To make someone staff or an admin, an admin edits them afterwards (Staff, admins and disabled accounts).
Avoid duplicatesStaff
Search the list first. Someone may already have a profile under a nickname, or may have created one when they signed in. Two profiles for one person means two sets of texts and a split history.
If it won't saveStaff
The window shows what's wrong. The usual reasons:
| Message | What to do |
|---|---|
| Name is already taken | Someone in your church already has this full name. Search for them: it may be the same person. If you can't find them, a disabled profile may have the name: ask an admin to check Disabled. Otherwise add a middle initial or a nickname. |
| Non-US phone numbers are not supported / invalid phone number | Only US numbers (+1) with all 10 digits. Leave the phone empty for anyone else. |
| invalid email format | Check the email for typos. |
| First name (or Last name) cannot contain non-alpha numeric english characters | Names go into texts, so they can only use characters a text can carry. English letters work, and a few accents (é, è, ñ, ö, ü), but not á, í, ó, ú or the curly apostrophe ’. Type a plain letter instead (Maria) and a straight apostrophe (O'Brien). |
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