Classifications

Classifications help you categorize people in your congregation for record-keeping and reporting purposes.

Common Classifications

Classification	Description
Member	Full church member
Regular Attender	Attends regularly but not a member
Guest/Visitor	First-time or occasional visitor
Non-Attender	Member who no longer attends
Sunday School Member	Enrolled in Sunday School

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Managing Classifications

Viewing & Editing Classifications

1. Navigate to People → Classification Manager
2. Here you can:
   • Add - Type a new name and click "Add New Classification"
   • Edit - Change any existing classification name
   • Reorder - Use up/down arrows to change display order
   • Delete - Remove unused classifications

Important: Click "Save Changes" before using any buttons, or your edits will be lost!

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Using Classifications

In Reports and Exports

When generating reports or exporting data, you can filter by classification to target specific groups:

• Export only Members for a directory
• Generate a visitor follow-up list
• Create mailing lists by classification

Changing a Person's Classification

For an Individual:

1. Open the Person's record
2. Click Edit
3. Find the Classification dropdown
4. Select the new classification
5. Click Save

For an Entire Family:

1. Open the Family record
2. Click Assign a New Classification
3. Select the new classification
4. Confirm the change

Warning: Changing a family's classification updates ALL family members, overriding any individual classifications.