People: first timers

People → First Timers shows counts for Active, No Follow-Up, In Progress, Followed Up and Promoted, and the list of visitors.

Filter by Active, Archived or Promoted, by follow-up status, service or age group.

1. 1Select + Add Visitor.
2. 2Fill in Basic Info: first and last name, email, phone and birthday month/day. The recorded form marks Date of Birth as required; the year was left blank in the demonstration.
3. 3Start typing the address, then select a suggestion. Review the street, community, city, postcode and country it fills in.
4. 4Choose marital status, gender, profession and age group. Married also shows Family Role and Wedding Anniversary. Select Next.
5. 5Under Visit Details, pick the service they attended and how they found you: Friend, Social Media, Website, Walk-in or Others.
6. 6For Friend, search for the referring member and select them from the results. For Website, enter the website URL shown in the form.
7. 7Add any prayer request and accompanying family members, then select Next.
8. 8If they filled a paper visitor card, upload its image in the final step. Check the summary and select Save.

1. 1On the visitor's row, select Assign.
2. 2Search for a volunteer and select Assign and Notify. They get an email.

The volunteer sees First Timers in their member portal with everyone assigned to them.

1. 1Open the assigned visitor and the follow-up window.
2. 2Write what happened during the call or visit and select Add Note. The note's date and time are recorded automatically.
3. 3Review Notes History to see earlier contact notes.
4. 4Separately, use Update Status to choose In Progress while follow-up continues, or Followed Up when it is complete.

Staff see the saved notes and updated status when they return to the visitor. On People → First Timers, use No Follow-Up, In Progress or Followed Up to find the visitors who need attention.

1. 1On People → First Timers, select View on the visitor's row.
2. 2Use Contact Info for contact details and Notes for the follow-up record.
3. 3Open Prayer, Documents or Attendance to review their requests, shared documents and attendance information.
4. 4Open Giving to review their contributions and any tax receipts available on the profile.

The recording explains that staff can record attendance for a visitor and review giving associated with the service they attended. The complete church-wide attendance and giving procedures are covered separately; do not promote someone just to review their existing profile.

1. 1Select View on the visitor.
2. 2Select Promote, type a reason and select Confirm. They become a member.