When you are checking someone in, helping them register for an event, assisting with joining a group, or simply looking up a person, and cannot find the person at all, there are several options.
- First, try searching more than one time.
a. Use the first three letters of the first name, a space, and the first three letters of the last name.
b. Try an alternate name, such as Sue for Susan, or Jon/John for Jonathan.
c. Use a phone number to search. - If the person is new at Bayside or inquiring about getting connected, you can use the Connection Card. Even if you are talking to the person on the phone, you can complete the form as the person with the information supplied to you. Submitting this form immediately creates a profile for the person and will add any other members of the household you enter on the form as well, in the household with the individual.
- Ask the person to complete the Information Update form. which can be reached by entering update.mybayside.church. Again, if a spouse is added on the form, or any children are added, the form creates each profile and links them together in a household.
There is even a youth update form that creates a student (child) profile rather than an adult. - The Care Request form is another that creates a profile in People, if assistance from Care is the purpose for accessing a profile. This form creates the profile and initiates a Care Request workflow.
- People who have connected with you and are ready to start serving in your ministry can go to serve.mybayside.church to complete the Dream Team Questionnaire. This creates a profile, too.
Using any of these forms, the Connection card, the update form, the DTQ, or a Care Request form is preferred over manually creating a profile. Each form has required fields that help to create a more complete profile and automations are running in the system to add needed information like membership status and campus.
If you must manually add a profile for an individual, please follow these guidelines:
- FIRST name field is for the legal first name OR the name they go by (nickname). We do not use the nickname field at Bayside.
- If there is a “go by name” or nickname, list the legal first name in the GIVEN name field. Do not put the same name in both fields. (First: Beth Given: Elizabeth)
- If you have a middle initial or name, add it in the Middle name field (+ button, changes to X when open)
- If you have a prefix or suffix, add it. (With 140,000 people every added detail is helpful.)
- Capital letters, spelling, and punctuation are important.
- Phone and email are very important.
- Complete as many fields as you can - Gender, birth date, etc.
- Don't forget to "Save"
- And lastly, be sure to add the membership type and campus on the top right. Attendee is assumed if you are interacting with them.