Capture a guest
- In person: go to Visitors > New and enter their details, or hand them a tablet on your public Connect Card (set it up at Admin > Connect Card; it has a public link you can put on a QR code or kiosk).
- Online: share your church's public connect-card link so guests can fill it out from their phone.
Work the guest journey
- Go to Guest Journey to see every recent guest and where they are in your follow-up flow.
- Open a visitor (Visitors > [name]) to log follow-ups — a call, an email, a personal visit, or a gift drop.
- Each follow-up is recorded so anyone on your team can see what's already been done.
Automate it
- Pair this with a workflow (see "Automating Ministry with Workflows") so a new guest automatically triggers a welcome email and a follow-up task for your connections team.
Tip: consistent first-week follow-up is the single biggest driver of guest retention — the Guest Journey board makes sure no one slips through.