MODULE 3: PEOPLE
Most church management software has a "People" section. It's usually a glorified contact list — a place to store names, emails, and phone numbers that nobody keeps updated and nobody actually uses.
FaithPilot People is something different.
It's a complete operating layer for how your church understands, engages, and cares for every person in your congregation — from a first-time visitor who scanned a QR code last Sunday to a 30-year deacon who's been serving since before the building was built.
Here's what it does.
Dashboard
Total members, recent visitors, birthdays this week, attendance trends
The People Dashboard — Your Congregation at a Glance
Before you do anything, the People dashboard gives you the numbers that matter.
8,456 members. 20 employees. 40 volunteers. 2 campuses.
Each figure shows year-over-year growth (up 12% across the board in the example above), so you're not just looking at a static count — you're seeing momentum.
Below the KPIs, two charts tell you who your congregation actually is:
Years demographic — a bar chart spanning 0 to 66+ years, showing the age distribution of your membership. Are you skewing young? Aging? This is the chart that tells you whether your youth ministry investments are working, or whether you need to think differently about programming for older members.
Members composition — a donut chart showing gender breakdown (35% men, 65% women in the example). Simple, but surprisingly useful for volunteer coordination, small group planning, and pastoral care prioritization.
Recently created profiles shows the last few new member records added, with timestamps — a live pulse on how your congregation is growing.
Attendance trends compares this month to last year with a monthly bar chart. The kind of view that used to require an export, a pivot table, and a Tuesday afternoon.
Workflows
Workflows — Automate the Follow-Up You Never Have Time For
This is the feature that separates FaithPilot People from a contact database.
Workflows are automated sequences of actions — emails, tasks, notifications — triggered by specific events in the life of a member or visitor. FaithPilot ships with 14 pre-built workflows, and you can create your own from scratch.
Pre-built examples you'll see in the dashboard:
New Staff Onboarding — automatically sends welcome emails, assigns tasks, and notifies team leads when a new staff member is added
New Believer Journey — a multi-step sequence for someone who made a first-time faith decision, guiding them toward baptism, small groups, and community integration
First Time Visitor — triggered when a visitor profile is created, sends a welcome email and schedules a follow-up task for your hospitality team
Pastoral Care Follow-up — flags members who may need pastoral attention and routes them to the right team member
Small Group Connection — routes new members toward relevant small groups based on their tags and campus
Event Follow-Up — sends post-event emails and collects feedback automatically
Building a new workflow is visual and guided. You set a trigger (new member added, event attended, form submitted), choose who's included (by campus, tag, or group), add steps (send email, create task, wait X days, send reminder), and publish.
The email editor inside the workflow builder is a full rich-text editor with attachments — not a plain-text template. Your welcome emails look like they came from a person, not a software system.
When you first open the Workflow builder, FaithPilot shows you a short onboarding video walking you through your first workflow. It takes less time to set up than the manual process it replaces.
Forms
Forms — Collect Information Without a Third-Party Tool
Every church collects information. Visitor cards. Volunteer applications. Event registrations. VBS sign-ups. Feedback surveys.
Most churches collect this information in Google Forms, then manually copy responses into their ChMS. FaithPilot eliminates that step entirely.
The Forms builder lets you create any type of intake form directly inside the platform:
Creating a form takes a name, description, category, and collaborators — team members who can view and manage responses. Forms are organized by category (General, Ministry, Events, etc.) so your dashboard doesn't become a pile of unrelated forms.
Form fields include: email, full name, phone, text area, rating, checkbox, date, and select. Drag to reorder. Mark fields as required. The field editor updates a live preview so you see exactly what members will see.
Form settings show you statistics (views, unique visits, completion rate), recent changes log, and a shareable link you can embed on your website or send via email. Collaborators can be added or removed at any time with permission levels.
Examples of forms you can build:
New Visitor Connection Card — replaces the paper card in the bulletin
VBS 2025 Registration — replaces the Google Form your children's director has been using for six years
Events Sign-Up — any event, any campus, directly connected to member profiles
Community Feedback — post-service or post-event surveys routed directly to the right team
Every response is automatically linked to the member's profile if they're already in the system. New respondents can be converted to member profiles in one click.
Staff & Volunteers
Member List — 8,456 People, Instantly Filterable
The member list is where your congregation lives.
Every member has a profile row showing name, gender, phone, email, join date, and total contributions. Filter the entire list by campus, membership status, gender, or custom tags — instantly, with no loading screen.
Search by name, email, or phone number from the top bar. The search is live — no "press Enter to search" friction.
Adding a new member takes about 45 seconds:
First name, last name, email, phone
Date of birth, address, gender
Campus assignment and membership status (Active, Inactive, Visitor)
Tags — predefined options include Youth, Adult, Senior, Volunteer, and Leader, plus any custom tags your team creates
Notes field for any pastoral or administrative context
Tags are where this gets powerful. Tag a member as "First Time Visitor" when they arrive, update to "Active" when they join, add "Volunteer" when they sign up for a team. Filter the entire database by any combination of tags at any time. Find every Senior member at your Downtown Campus who's been tagged as a Leader in under three seconds.
That's a pastoral care list. That's a stewardship campaign segment. That's a small group recruitment pool. All without a spreadsheet.
Member List
Searchable, filterable database with custom fields
Member List
Searchable, filterable database with custom fields
Modules
