Shepherd’s Staff Membership: Getting Started & Adding People (2026)
Learn how to add people and households in Shepherd's Staff, and how to record births, baptisms, marriages, divorces, deaths, transfers and pastoral touch points. This is session 1 of the Membership module in the Shepherd's Staff training webinar series from Concordia Technology Solutions. Instructor: Sam Williams, CTS Support. Recorded live on October 27, 2026, using Shepherd's Staff version 10.0.1.5. All names and data shown are from a fictional demo database. You'll learn how to: • Navigate the Membership module tabs, search characters and filters • Save custom views and use the Actions, Print and Export buttons • Add a new person and household, or add someone to an existing household • Record life events: births, baptisms, confirmations, marriages, divorces and deaths • Handle new members, inactive members and transfers without breaking your denominational statistics report • Plan and complete touch points (pastoral visits, calls) • Print person records, household records and blank forms CHAPTERS 0:00 Welcome and agenda 1:30 Checking for updates 2:36 Membership module tour 4:12 Search, filters and the Who list 7:12 Sorting, rearranging and saving views 10:05 Actions, Print and Export 11:35 Screen icons and the float window 14:48 Adding a new person and household 17:39 Field types and date shortcuts 20:50 Customizing drop-down lists 22:45 Household addresses and contacts 25:50 Person record tabs 28:11 Adding someone to an existing household 31:37 Births and baptisms 33:06 Recording a death 35:09 Baptisms and confirmations 36:23 Marriages and moving households 40:35 Divorces and envelope numbers 44:10 New members, inactive members and transfers 47:26 Touch points 50:37 Printing person and household records 53:11 Quiz 58:30 Q&A and wrap-up MORE SHEPHERD'S STAFF TRAINING All sessions: https://www.concordiatechnology.org/shepherds-staff/training Help Center: https://shepherdsstaff.zendesk.com/hc/en-us Resource Center: https://resources.concordiatechnology.org/shepherds-staff NEED HELP? Shepherd's Staff Support: 1.800.346.6120 | support@cts.cph.org #ShepherdsStaff #ChurchManagementSoftware #LCMS
