Use the visitor’s submodule to manage visitation records. Use to it record visitors to your church. Visitors can then be made a member if they decide to join the church.
Adding Visitor
To add a visitor:
- Navigate to Drop container > Membership
- Select Visitors from the menu bar.
- Click on Add Visitor button.
- Enter the details of the visitor.
- From the Personal Info tab
- Select the title
- Enter the First Name and Last Name
- From the Church Info tab
- Select the visit status
- Select the visitation date
- From the Contact tab
- Enter the mobile number. Numbers should be in international format so that you can send SMS message.
- From the Personal Info tab
- Click on the OK button
Editing Visitor
To edit a visitor:
- Navigate to “Drop container > Membership”
- Select “Visitors” from the menu bar.
- Click the action button on the right of the row corresponding to the specific visitor
- Select the “Update” item from the dropdown options.
- Edit the visitor’s details
- Click on the OK button
Deleting a Visitor
To delete a visitor:
- Navigate to “Drop container > Membership”
- Select “Visitors” from the menu bar.
- From the list of adult members, click the action button on the right of the row corresponding to the specific visitor
- Select the “Delete” item from the dropdown options.
- Confirm deletion and the record will be deleted.
Making a Visitor a Member
To make a visitor a member of the church:
- Navigate to “Drop container > Membership”
- Select “Visitors” from the menu bar.
- Click the action button on the right of the row corresponding to the specific visitor
- Select the “Make a member” item from the dropdown options.