Adding Members

Your people directory is the foundation of your church management platform. You can add people one at a time with a few short questions, or import your entire directory from Planning Center.

Adding a Person

Adding someone is one screen that asks a question at a time. Only a name is required; everything else can be added later from their record.

Go to the People section

From your admin dashboard, open People in the sidebar and select Everyone (or Members).

Click Add person

Click the Add person button at the top right of the page (on the Members page it reads Add member).

Choose who you're adding

Pick Visitor, Member, or A child. The rest of the questions appear once you choose.

Enter their name and how to reach them

Type their first and last name, and their phone and email if you have them. As you type, Hubl looks for someone in your directory with the same or a similar name, or the same phone number, and offers to open their record instead. When you enter an email, it also checks whether the person already has a Hubl account, so you can use their details rather than creating a duplicate.

Answer one more question

For a visitor, Hubl asks how they found your church. For a member, it asks when they became a member; leave it blank to use today. If your church made any custom fields required, they are asked here too.

Save

Click Add followed by their name. Their record opens right away, ready for a photo, address, family, teams, or a background check.

Adding a child

Children belong to a family. Choose A child, search for their parent or guardian, and click Open their family. The family opens, and you add the child from its Children card. If the parent has no family yet, Hubl starts one for them. If the parent is not in Hubl at all, use Start a new family instead.

Editing a Person

Open someone's record and click Edit. Choose the part you want to change, change it, and click Save. Each part saves on its own, so nothing else about the person changes.

Contact and personal info — name, phone, email, address, birthday, marital status, and photos
Membership — Visitor, Member, or Inactive; when they joined; directory privacy; bulletin celebrations; how they found you; baptism date
Communication preferences — whether your emails and texts reach them, and why. Some of it is theirs alone: texts start only when they reply YES, and only they can turn off email from Hubl entirely. You can record a yes they gave you in person, stop or restart your group emails when they ask, and choose whether to reach them by email or text first
Teams and access — their teams and admin roles (only for people allowed to assign them)
Safety and background check — emergency contact, and background check status, notes, and documents
Everything else… — the full list, including any custom field tabs your church created

Note

Members added manually do not have login access to the platform by default. A member only has a login account once they have set up a password through an invitation or the sign-up flow. If you just need to track someone in your database without giving them an account, manual entry is all you need.

Member Profile Fields

Each member profile includes the following built-in fields. These are standard across all organizations and are not custom fields:

First name, middle name, and last name
Email address and phone number
Membership status (Visitor, Member, or Inactive)
Date of birth and marital status
Anniversary date
Mailing address (street, city, state, zip)
Communication preferences (email and texts)
How they found the church
Baptism date
Emergency contact name and phone
Background check status and documents
Profile photo and directory photo
Team memberships and organizational roles

You can also create custom field tabs from the Custom Fields section under People. Each tab becomes its own section when you edit someone, and required custom fields are also asked when adding someone.

Importing from Planning Center

If your church uses Planning Center, you can sync your entire member directory rather than entering people by hand. This is the fastest way to get started if you already have your people data in Planning Center.

Connect Planning Center

Go to Settings, then Integrations, and click Connect next to Planning Center. You will be redirected to Planning Center to authorize the connection. You need admin access to your Planning Center organization.

Run a sync

Once connected, click Sync Now on the Integrations page. The platform syncs in both directions: it pulls members, families, and children from Planning Center into your directory, and it also pushes any new or updated records from your local system back to Planning Center.

Review imported members

After the sync completes, a summary shows how many records were created or updated in each direction. Review your People directory to confirm everything looks correct. Imported members appear with their Planning Center data pre-filled.

Warning

If the same record was edited in both your local system and Planning Center since the last sync, the platform detects a conflict and will not overwrite either version automatically. A Conflicts button will appear on the Integrations page showing the number of pending conflicts. Go to Settings, then Integrations, and click the Conflicts button to review each conflict side-by-side and choose which version to keep.