Connection Card Pro Help & Documentation

Creating People Classifications

Connection Card Pro offers you the ability to create as many different people classifications as you need, to help you with organizing people with labels. You can have classifications for the status of their membership, such as Members, Visitors, Regular Attenders, etc. along with classifications for a position in your organization they may have in a group, such as Leader, Teacher, Assistant Leader, Volunteer, etc.

We recommend setting up and creating your Classifications before you start entering people, or before you do your people import, for a more complete import.

To create and manage your People Classifications

From the menu:

People > People Settings > Classifications

• You will see there are some preset classifications for you already here.
• Create more by clicking on the "Add New" button in the upper right. Create classifications needed for their status of their membership (Member, Visitor, Regular Attender, etc.) along with classifications needed for positions they may have in your organization, such as Leader, Teacher, Volunteer.
• Click “Organization Default” on the one you would like to make your default for the whole organization. Your Organization wide Default will be the classification automatically assigned when new people are checked in from the kiosks, such as First Time Visitor or Visitor. Each Group can also select its own default classification. Such as a Crew for Children’s Sunday classes might have classifications for Leader, Assistant Leader, Volunteer or Helper.