Adding people to small groups
Want to add a person to a small group? ChurchSuite makes it easy to stay on top of your church's small group ministry by making this as simple as possible.
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Adding members to a small group in ChurchSuite
To add a contact to a small group, go to "Small Groups" > "Groups". Here you'll see a list of existing groups.
Click on the name of the small group to which you want to add a person, then click the "Edit Group" button at the top of the screen. Now, scroll to the bottom of the page, to the section titled "Group Members". Enter the name of the church member you want to add to the group in the "Search for person" field and click on their contact when it is suggested to add them to the group.
Importantly, both adults contacts from your Address Book and children in your Children module can be added to a small group. Within both ChurchSuite and My ChurchSuite, children are indicated by a "child icon" next to their name on group lists and reports and when searching for members to add to a group.
You can also add an entire Address Book Tag of contacts to a small group through the same method, making populating your small groups as easy as possible!
Typing the name a contact or Tag name will auto-complete as you type. Once your required Tag shows, you can select it to automatically add all the current Tag members to the group.
Adding members to a small group in My ChurchSuite
Group members, by virtue of their "Role" can add members to their small group. Typically this would be the group leaders (i.e. "Leader" role), but you may wish to assign "add member" permissions to other roles. Before those role-holders can add/remove people from their groups in My ChurchSuite, check that the appropriate permissions are granted.
Go to Small Groups > Roles. Select "Edit role" from the action cog on the right hand side of a role (e.g. your Leader role).
Ensure the "Edit Group Details?" option is checked and save your changes.
Next, make sure at least one member in each small group is assigned that Role - edit each group in turn and check the "Role" for the group member(s) who you wish to assign those permissions to. Save the changes to made to the group before moving on to the next group.
Having assign role permissions to each group, holders of that role can now manage the group member list in My ChurchSuite. From the My Groups menu, select the group and click "Edit" at the top of the group page.
On the "My group details" page they can now add and remove members to/from the group. Remember to save changes before closing the group details page.
Adding members through small group sign-up
In addition to being able to add people to Small Groups through your admin-facing system, ChurchSuite includes sign-up functionality to enable people to sign-up and join small groups through My ChurchSuite and also through your website. See the related support articles for more information.
Managing Contacts added through My ChurchSuite sign-up
Contacts who sign up to a small group through My ChurchSuite will be automatically added to the Small Group in ChurchSuite. To see a list of those who have signed up recently go to "Address Book" > "Key Dates" > "Joined Group" and specify a date range within which you want to view sign-ups.
Managing Contacts added through the web-embed Small Group sign-up
Those who sign up through the embed with details matching those of a Contact in ChurchSuite will automatically be added to the relevant Small Group, in much the same way as if they signed up through My ChurchSuite.
Those who sign up through the embed with unique details will be added onto ChurchSuite, and added into the relevant small Group, in a pending state. They will show up in the Small Group in both ChurchSuite, and My ChurchSuite, however none of their details will pull through, and they will not be able to see or access any small group information.
To move their status from 'pending' to 'active', and thereby making them a full member of the Small Group, simply click through to their profile page, and click 'Set Active'.
Please Note: You will have to have Manage or Admin Access to the Address Book in order to set a Contact added through the embed as 'active'.
Staying up to date with new people added through the embed is easy. Just ensure that you set up an email alert to be sent out every time a new Contact is added through the embed. To do this go to the Address Book Module Options (by clicking on the admin cog in the top right corner); you'll have to have manage or admin access to the Address Book to do this. Then go to the 'Embed' tab and ensure the relevant email address is entered into the 'Notifications' field.