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How to Add and Manage Family Members in Easy Shul

Step-by-step guide on adding and managing family members in your account, including entering addresses, setting relationships, and saving contact information efficiently.

By Nadir Ali

In this guide, we'll learn how to add and manage family member information in a user account. We will cover how to enter addresses, set up relationships, and include contact details for each family member. This process helps keep all family information organized and up to date.

Let's get started

After creating the account, go to the main account info tab. Scroll to the address section and enter the user's address. Auto-suggest will help by showing you where the address is.

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Click here
Step #1: Click here
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Type "Ctrl + V"
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Click on "Candia"
Step #3: Click on "Candia"

Fill that in, select "Apply to all contacts," click "Confirm," and then click "Save."

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Click here
Step #4: Click here
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Click on "Confirm"
Step #5: Click on "Confirm"

That will save the address for everyone when you add the family.

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Click here
Step #6: Click here

To add another family member, click on "Family," then select "Add New Family Member." Enter the details for the additional family member, such as the second parent.

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Click on "Family"
Step #7: Click on "Family"
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Click on "Add new family member"
Step #8: Click on "Add new family member"
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Click on "First name"
Step #9: Click on "First name"
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Drag ","
Step #10: Drag ","

Click on "Admin," then select "Create New User." The other family member will be added.

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Click on "Last name"
Step #11: Click on "Last name"
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Click here
Step #12: Click here
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Click on "Create New User"
Step #13: Click on "Create New User"

Go back to the first family member, click "View" for the individual, and scroll down to enter their information. First, ensure the relationship is set as "Adult One."

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Click here
Step #14: Click here
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Click on "© View"
Step #15: Click on "© View"
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Click here
Step #16: Click here
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Click here
Step #17: Click here

What is their religion?

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Click here
Step #18: Click here

You can say "Jewish" or "non-Jewish."

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Click here
Step #19: Click here

If you have a phone number or email for the person, enter it as well. If there isn't one, just leave it blank.

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Click on "Mobile Phone"
Step #20: Click on "Mobile Phone"
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Click on "abc@xyz.com"
Step #21: Click on "abc@xyz.com"
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Click on "Mobile Phone"
Step #22: Click on "Mobile Phone"

Click Save.

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Click on "Save"
Step #23: Click on "Save"

That's it.

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Click here
Step #24: Click here