Where Membership Types Come From
By default, Notebird uses the Breeze Status field. Each person's Status becomes their membership type in Notebird. If Status is blank in Breeze, the person has no membership type in Notebird.
If your church keeps membership in a different dropdown or radio field, you can pick that field instead.
If your organization tracks membership using a different dropdown or radio field in Breeze, you can select that field instead.
Choose Who Comes into Notebird
You can choose this in Step 4 when you connect Breeze. You can also change it later:
Click Your Name in the upper right corner.
Click Account.
Click Integrations.
Under the Membership Field, pick the Breeze field that holds membership.
Under Sync Mode, pick All people or Selected membership types.
If you picked Selected membership types, choose the types to bring in.
Click Save Changes, then confirm.
Saving runs a refresh from Breeze right away. If a refresh is already running, wait for it to finish, then save again.
What Happens to People Who Don't Match?
When you select specific membership types, you can choose what happens to people who do not match your selection using the option below the membership types.
Use the switch under the membership types to pick what happens to people who do not match:
Remove mismatched people from Notebird: they are removed. People with updates or tasks are archived instead, so their care history stays safe.
Archive mismatched people in Notebird: they are archived.
New people in Breeze who do not match are not added to Notebird.
What Happens When Someone Matches Again?
If a person's Status changes to a type you sync, or you switch back to All people, Notebird brings them back on the next refresh. People you archived by hand stay archived.
Editing Membership Types
Breeze owns the membership types it sends. In Settings > Membership they show a lock.
You can still add your own types there. On a person's profile, membership type is read-only.
To change it, update the person's Status in Breeze, then click Refresh data.
What If You Change the Membership Field or Its Options in Breeze?
If the field you picked is deleted in Breeze, or none of your chosen types exist anymore (for example, after you rename "Member" to "Members"), Notebird does not add or remove anyone. A message in Account > Integrations asks you to pick a new field or new types.
Already Using Breeze with Notebird?
Your membership types appear the next time you click Refresh data in Account > Integrations. Nothing changes about who is in Notebird until you pick Selected membership types.
Frequently Asked Questions
Will selecting membership types immediately remove people from Notebird?
Saving your settings starts a refresh from Breeze. People who do not match your selected membership types will be handled according to your chosen option: remove or archive. People with existing updates or tasks are archived rather than permanently removed to preserve their care history.
Can I change my selection later?
Yes. Go to Account > Integrations, update your membership field or selected membership types, and save your changes.
Can I sync everyone again?
Yes. Change Sync Mode to All people and save your changes. People who match again will return on the next refresh, except for people you manually archived in Notebird.
Can I change a membership type directly in Notebird?
No. Membership types imported from Breeze are managed by Breeze. Update the person's membership information in Breeze, then refresh your Notebird data.
Will new people in Breeze automatically sync into Notebird?
Yes, if they match your selected membership types. If they do not match, they will not be added. When All people is selected, everyone in Breeze is eligible to sync.
What if I don't see my membership types in Notebird?
If you're already connected to Breeze, go to Account > Integrations and click Refresh data. Your membership types should appear after the refresh completes.