Home First Timers/Visitors First Timer Dashboard

Export First Timer to CSV

1 Out of 2 Found Helpful
Posted on 2022-09-13

The 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...

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Posted on 2022-09-13

When 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...

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First Timer - Prayer Request

0 Out of 2 Found Helpful
Posted on 2022-09-13

Upon 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 ...

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Finding a First Timer

1 Out of 2 Found Helpful
Posted on 2022-09-13

To 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...

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Adding a First Timer

1 Out of 3 Found Helpful
Posted on 2022-09-13

To 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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First Timer Dashboard

1 Out of 2 Found Helpful
Posted on 2022-09-13

The dashboard provides a comprehensive overview of church visitors and member engagement through a well-organized table. The table includes records such as Name, Phone Number, Attendance, Invited By, Profession, and Worker Assigned. Automatic Attendance Tracking: As soon as a visitor is added to the portal, their attendance is automatically ma...

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