Time: about 2 minutes.
Your ministry team is who your agent transfers callers to. If someone asks for the office manager, this list is how your agent knows who that is and what number to dial.
Go to My Organization → Your Ministry Team.
Some of this may already be filled in. We pull what we can from your website when you sign up. Check it, because scraped information goes stale as quickly as your staff page does.
Type their Name, Title, and Phone Number into the empty row at the bottom. Extension is optional.
Then press the green plus button. This is the step people miss — typing the information is not enough. The row is not saved until you press it.
Callers don't ask for Brian. They ask for the office manager.
Your agent matches on the title, so use the words your congregation actually says. "Office Manager" works better than "Administrative Coordinator" if that's what people call the role. Same with "Youth Pastor" over "Director of Student Ministries."
Enter a cell phone or a direct extension, not your main church line. If the number you enter forwards to your agent, transferred calls bounce back and fail.
This list also populates the routing dropdown in your availability schedule, so it is worth getting right before you set your schedule.
