Visitors

Visitors lists everyone who has visited, how many times, and who invited them.

Add a visitor

1. 1Go to Visitors and choose Add visitor.
2. 2Enter First name, Last name, Phone, and optionally email and photo.
3. 3Set the Date of visit, the Purpose of visit, and who Invited by (search your members).
4. 4Add Notes / prayer request if they shared one.
5. 5Tick Send them a welcome text? to text them a welcome now.
6. 6Save.

A follow-up task is created automatically so someone contacts them. See Follow-ups.

Let visitors fill in the form themselves

Choose Copy visitor link and share it, or show its QR code at the door. Visitors fill in their own details on their phones and get the welcome text automatically. See Visitor form link.

On a visitor's card

• Check in today: marks them present at today's service.
• Good to see you again: texts a returning visitor (you choose when).
• Regular: they've visited often. It's set automatically after 3 visits, or tick Regular visitor yourself.
• Convert to member: makes them a full member and keeps their follow-ups.
• Delete visitor: removes them (restorable from the Recycle bin for 7 days).

Import a visitor list

Choose Import from Excel/CSV, download the template, and upload your CSV. Tick Require a phone number to skip rows with no phone.