Add people to a group

Only Admin or Pastor add members to a group (any type). The leader registers and removes Guests; they do not add members from membership search.

TL;DR

Leader → register/remove Guest. Admin/Pastor → add member. Removing from a group never deletes the person from the CRM.

Steps (leader)

1. Open the group record (My Group / leader roster).
2. Use the add Guest action (guest mode): first name, last name, and email or E.164 phone.
3. The Guest enters the CRM (group/cell source). In a cell they may move to In a group.
4. To remove: leaders remove Guests only. The person remains in Prospects/Membership.

Steps (Admin / Pastor)

1. Open the group with admin permissions.
2. Add existing church members (member search).
3. Only Admin/Pastor remove members from the group. Removal still does not delete the CRM row.

Guest form

• First name and last name required
• Email or phone; phone via PhoneInput (E.164); validated email