Visitors Management

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:

1. Navigate to Drop container > Membership
2. Select Visitors from the menu bar.
3. Click on Add Visitor button.
4. 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.
5. Click on the OK button

Editing Visitor

To edit a visitor:

1. Navigate to “Drop container > Membership”
2. Select “Visitors” from the menu bar.
3. Click the action button on the right of the row corresponding to the specific visitor
4. Select the “Update” item from the dropdown options.
5. Edit the visitor’s details
6. Click on the OK button

Deleting a Visitor

To delete a visitor:

1. Navigate to “Drop container > Membership”
2. Select “Visitors” from the menu bar.
3. From the list of adult members, click the action button on the right of the row corresponding to the specific visitor
4. Select the “Delete” item from the dropdown options.
5. Confirm deletion and the record will be deleted.

Making a Visitor a Member

To make a visitor a member of the church:

1. Navigate to “Drop container > Membership”
2. Select “Visitors” from the menu bar.
3. Click the action button on the right of the row corresponding to the specific visitor
4. Select the “Make a member” item from the dropdown options.