Home First Timers/Visitors
The detailed engagement and follow-up process for visitors through automatic email communications serve as a crucial aspect of church management and visitor integration efforts, facilitated by the BethelApp system. Here's a closer look at each step in this process: Immediate Post-Service Email: Following a visitor's first service attendance, ...
Read MoreAssigning a worker to follow up a first timer
1 Out of 3 Found HelpfulAssignment for Follow-Up: The church administrator assigns a church worker or volunteer to follow up with a first-time visitor. This assignment is made within the visitor's profile in the BethelApp. Notification via Email: Upon assignment, the selected church worker receives an email notification containing basic information about the first...
Read MoreAdding Attendance to a First Timer
1 Out of 3 Found HelpfulThe church has the capability to monitor and record the attendance history of each visitor through a dedicated tab. This feature plays a crucial role in understanding visitor engagement and participation in services. Here's how it works: Automatic Attendance Recording: As soon as a visitor attends a service, their attendance is automaticall...
Read MoreThe church has the capability to record individual notes for each visitor, creating a detailed log of interactions and communications. This feature is instrumental in personalizing follow-ups and understanding visitor needs more deeply. Here's how it works: Inputting Notes: For any visitor, church staff can enter notes directly into their pro...
Read MoreTo access comprehensive information about a church member, follow these straightforward steps: Initiating the View: Locate and click on the "View" button associated with the member whose information you wish to see. This action will open their detailed profile. Exploring Family Details: Within the member's profile, you will also find informa...
Read MoreThe feature enabling the export of member data into CSV or Microsoft Excel formats provides a straightforward method for managing and analyzing member information outside the church management system. Here's how to utilize this feature: Select Members: Begin by identifying and selecting the member(s) whose data you wish to export. This can ty...
Read MoreMoving a first timer to becoming a member
2 Out of 4 Found HelpfulWhen the decision is mutually agreed upon by both the individual and the church leadership, first-time visitors can be transitioned to full member status, reflecting their deeper integration into the church community. Here’s how to facilitate this transition within the system: Selecting the First-Time Visitor: Begin by identifying and selecti...
Read MoreUpon the addition of a first-time visitor to the portal, any prayer requests they have submitted are immediately forwarded to the prayer department and the pastor. This ensures that these requests receive timely attention for prayer. Following the prayer session for these requests, the church has the capability to mark each prayer request as ...
Read MoreTo locate a first-time visitor or their family members within the system, utilize the search functionality provided at the top of the page. It's important to note that the dashboard primarily displays the names of primary contacts in the visible table. Nevertheless, the search feature is designed to extend beyond this limitation, allowing fo...
Read MoreTo include a first-time visitor in the system, follow these straightforward steps, enhanced to ensure both clarity and effectiveness in managing new visitor records: Initiating the Addition: Begin by clicking on the "Add First Timer" button. This action will prompt a pop-up window to appear, providing fields to input the details of the first-...
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