Create a sacrament record
Each sacrament record brings together all the information related to a celebration: the recipient's identity, family details, required documents and preparation tracking.
Available sacrament types
- Baptism (child or adult)
- First Communion
- Confirmation
- Wedding
- Anointing of the sick
- Entry into the catechumenate
- Funeral
Anointing of the sick and Funerals are direct acts — they are immediately sealed on creation, with no preparation phase.
Step 1: Open the form
- In the menu, click Sacraments → New record.
- Select the sacrament type. The form adapts automatically.
Step 2: Enter the recipient's identity
- First name and Last name (last name is automatically capitalised)
- Date and place of birth
- Planned date of the ceremony
- Person in charge: the team member responsible for follow-up
- Email and phone contact
Step 3: Complete type-specific information
- Child baptism — Father, Mother, Godfather, Godmother, Witness (optional). For godparents, whether they are baptised themselves.
- Adult baptism — Godfather, Godmother, Witness (optional).
- Wedding — Second spouse: first name, last name, date and place of birth.
Step 4: Attach documents and save
- Drag and drop files (PDF, images) into the dedicated area. Images are automatically compressed.
- Tick the required documents checklist to track what has been received.
- The GDPR Art. 9 consent box is mandatory before creating the record.
- Click Create record.