Adding a Person

Internal Note: Only agents & managers can see this :scream:



  1. Select the "People" tab from the top left.
  2. Click the "Add Person" button from the right.
  3. On the left, select the fields you wish to add. 1
  4. Fill in the fields and click the "Add Person" button to create the profile.

1 The selected fields will be remembered the next time you add a person.  If you have multiple people with the same name, consider including a middle initial immediately following the first name. You may also consider adding a nickname for easier searching as well.

Was this article helpful?
93 out of 153 found this helpful


  • I would like to review our history to know when someone was added to our database.  Is that possible to do?  As a followup, is it then possible to see who added the individual? A hypothetical example being... John Smith was added to breeze on 1/21/2004 by Billy Kite.  Is there somewhere today in 2019 that I can find easily that information?

  • Hey @mdecker!

    There a couple places where you could see this information(who was added and by whom) the best one being the Log. Log of Changes / Audit Trail

    For just a quick reference of who was added only to the database you could also use the Advanced search options and look by "Added Date":

    1. Select the "People" tab from the top right.
    2. On the left, click "Show More Filter Options."
    3. Select all of the criteria you would like to filter by. Results will show up on the right.


  • My church currently uses paper forms to gather information from new families, is it possible to create a form in such a way that we can hand a tablet to a family instead of a sheet of paper? I would love to have them fill out the digital info then be able to check them in, instead of having to wait for the paper back to start entering them into the system? Sorry if that doesn't make sense.

  • Hey @daisdfamily!

    Absolutely! You can create a Form to capture several details! You can also share that form or embed it to your church website and then also be able to click on the same link when pulled up on a tablet.

    I think these resources will be most helpful:

    Forms Video

    Forms Overview

    Sharing a Form

    Editing Form Settings

    Creating a Form

  • Is it possible to create default values for fields? When new people are being added to our system, the status is not being filled in. I would like this to default to Visitor.

  • Hey @jahays!

    That sounds like a great idea. Unfortunately, that isn't a possible feature with Breeze currently.

    I would love to show you a possible workaround! Please be looking for an email from me here soon.


  • Is there a way for breeze to auto create a notification for our deacons to know when a new person has been added and given, so we can write them a thank you note?

  • When we add people, do we have to also creat a user acct?

  • @pastorralph

    Great question!  You do not have to create a user account when you add people.  Adding people just puts them into your database so you can reference their information.  Creating a user account or inviting your members to create their own account is needed if you want to allow your members to have access to certain areas of Breeze.

  • This is a test