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How to Add a New Devotee

Create a devotee record before bookings, donations, or POS sales that must be tied to a person. Devotees are managed under People.

Available on

All plans

You need permission to manage devotees (typically Temple Administrator or booking staff).

Navigation path

People → Devotees

/dashboard/people/devotees

1Open Devotees

From the sidebar, go to **People → Devotees**.

Devotees list with People sidebar and Add New action
Open People → Devotees to view and search devotee records.

2Start a new devotee

Click **Add New** to open the devotee form.

New devotee form with name and contact fields
Use Add New to open the devotee form and enter required details.

3Enter required details

Fill name, phone, and other fields your temple requires. Save the record. You can search devotees later from booking desk and POS.

Filtered devotees list showing a saved devotee row
After save, the devotee appears in the list and can be found via search.

What happens next?

  • A devotee appears in the devotees list and can be selected during bookings.

Troubleshooting

IssueWhat to try
People menu is missingComplete setup checklist or ask an administrator to grant People permissions.

Related articles

Last updated: 2026-03-19 · HC-PEO-002

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