Welcome and follow up with visitors

Record a visitor

1. Open Visitors or the visitor registration option available in the check-in workflow.
2. Check for an existing record before adding another person.
3. Enter the details you have permission to collect and confirm the visit or location information.
4. Save and review the visitor record so the follow-up team can work from accurate information.

Keep follow-up useful

• Keep follow-up notes relevant to the visitor and your responsibilities.
• Review the existing record when a visitor returns instead of starting a new record every time.
• When the visitor is ready to join the member directory, use the available conversion workflow if your role permits it. Confirm the resulting member record before making another one.

If a follow-up message is not delivered

A saved visitor record does not guarantee an external message was sent. Delivery depends on the church’s configured provider, selected channel, feature access and provider balance. Ask the church administrator to check those settings.