People · Members & Families

A member directory that fills itself.

Your members download ChurchPlan, create their own profiles, and add their families. What lands in your admin is a clean, living directory — every record labeled with where it came from, every member with their whole history attached. The office types nothing.

No per-member fees, ever  Unlimited members on every tier
churchplan.com/admin — People · Members
The Members directory — profile sources, church roles, families
Mark Woods' profile in the ChurchPlan app
New member · Account (Mobile)
Self-serve profiles — members keep their own records currentFamilies first-class — organizers, invites, kidsProvenance on every record — app, admin, or importEngagement scoring — see who's drifting
Sunday · 9:41 AM · At the door
One tap says they belong.
A member shows their digital ChurchPlan ID and is verified instantly — no lists, no lanyards.
The Living Directory

From "Login or Signup" to a 360° member record — without a single spreadsheet.

Legacy directories are data-entry projects that go stale by Easter. On ChurchPlan, the member does the entering, the family does the growing, and the record does the living.

STEP 01
ChurchPlan · Login or Signup
The ChurchPlan app welcome screen — Login or Signup
They join from the pew
One download. No forms handed out after the service.
STEP 02
Profile Source: Account (Mobile)
Create Profile — name, mobile, date of birth, entered by the member
They enter their own details
Name, birthday, contact — typed once, by the person who knows them best.
STEP 03
Jennifer added · Liam invited
The Family screen — organizer, spouse, daughter, and a pending invitation
They add the household
Spouses get invitations. Kids get profiles — no email required.
STEP 04
Engagement 0 · 07 events · 11 gifts
Mark Woods in the admin — engagement level 80, with every event, service and gift on the record
You get the whole person
Every booking, service, and gift — already on the record.
they sign up → they add family → you know your parish ↻
The Difference

Legacy directories are typed by staff and stale by Easter. ChurchPlan's directory is alive.

A legacy people database is maintained by the office. ChurchPlan's is maintained by the parish — through the native app they already use for events, liturgies, and giving — while every record carries a label saying exactly where it came from.

Members with provenance — Account (Mobile), Account (Web), Profile (Organizer), Profile (Admin), Imported Data

Provenance on every record. Account (Mobile), Account (Web), Profile (Organizer), Profile (Admin), Imported Data — you always know which records members own and which the office still carries.

Imports and profiles become accounts. When a member claims the profile the office made for them, the record and its history become theirs — one person, one record, no duplicates drifting apart.

Legacy ChMS — staff-typed, quietly staleSpreadsheets — five versions, none currentChurchPlan — member-maintained, always live
A member creating their own profile
Inside the admin

Not a contact card. The whole person.

Open Mark Woods and you don't get a phone number — you get a Member 360 view: a family, a history, a health file, every activity he's touched, and an Engagement Score that tells you at a glance whether he's drifting.

churchplan.com/admin — Mark Woods · Overview
Mark Woods' overview — family cards, groups, businesses, engagement level 80
churchplan.com/admin — Mark Woods · Activities
Mark Woods' activities — every event with booking number, amount paid, and status

One Member 360 view. Overview, Activities, Donations and Settings on a single record — every event, service and gift Mark has taken part in, rolled up into one Engagement Score so you can see how connected he is to the church.

Engagement level, at a glance. Mark is an 80 — 07 events, 02 services, 11 donations. When a family's number slides, you find out before the empty pew does.

The family, on the record. Organizer, spouse, kids, pending invitations — with one click through to each of them.

Health & emergency info where it matters. Card numbers, emergency contacts, allergies — the same file your event supervisors rely on for the Niagara trip.

Roles that mean something. Admin, Priest, Pastor, ministry roles — permissions in the same place as people, not in a separate settings maze.

Outreach & Pastoral Care

From this record to their doorstep.

The same living record powers outreach. Priests and admins search any member in seconds, open the whole person — contact, family, health notes — then call, text, or email in one tap. And when it's time to visit, the address becomes turn-by-turn directions to their door. On Mobile and the Admin Portal.

A visit, in four taps
1Search the member by name
2Open the whole profile
3Tap to call, text, or email
4Turn-by-turn to their door
01

Families, not just rows

Every household has an organizer, invitations for the grown-ups, and profiles for the kids — so a 14-year-old exists in your directory without needing an email address.

Family OrganizerPending invitationChild · Profile
02

One record per person

Imported spreadsheets and office-created profiles don't breed duplicates — when the member shows up in the app, their record and its history come with them.

Account (Mobile)Imported DataProfile (Admin)
03

Roles & permissions built in

Priests, pastors, admins, and ministry leads live in the same directory as everyone else — with the access their role implies, and nothing more.

AdminPriestPastorHigh School
Privacy by design

Their record, in their hands.

A directory the parish maintains is also a directory the parish trusts. Members see and edit their own information — and your church stays on the right side of privacy law in every country you serve.

Self-serve editing — moved house? New number? Members fix it themselves, and the admin is current by Sunday.

Optional means optional — health cards and emergency details are there for the families who want them on file for trips and camps.

Invitations, not conscription — adults join a family by accepting an invite, never by being typed in without knowing.

PIPEDA · GDPR · CCPA · AU & NZ Privacy Acts — compliance built for churches across North America, the UK & EU, Australia, and New Zealand.

A member's own profile in ChurchPlan — their details, their edit button

Retire the spreadsheet this Sunday.

Import what you have, invite your parish, and watch the directory come alive — with no per-member fees, no matter how much your church grows.

Free forever on Essentials · Unlimited members · No credit card