Once a Visitor is captured for the first time, this automatically starts a table list on the All Visitors page, with the name of the Visitor as the first. When a visitor is captured for a Worship Service, the Visitor is added to the All Visitors List table with details of the Worship Service in which they were captured.
Follow the steps below to access the Visitors’ List:
On the left sidebar, under the Church Administration section, open the Visitors menu, then click on All Visitors. The All Visitors table list will be displayed with a record of all visitors who were captured across all church Worship Services.
On the left sidebar, under the Church Administration section, open the Visitors menu, then click on All Visitors. The All Visitors table list will be displayed.
Click on the menu button under the Actions column, and on the right-end of the row with the record of the Visitor whom you want to view, edit or delete. See Figure 1 below:
Figure 1: Screenshot showing the options for managing Visitors' records.
To View, click on the View Visitor option, labelled 2 in Figure 1 above. The Visitor Details page will be displayed with all the information gathered when the Visitor was captured.
To Edit, click on the Edit Visitor option, labelled 3 on the screenshot above. The Edit Visitor page will be displayed, with the same form that was used to capture the visitor; Edit the information on any of the fields, then click on Submit. The visitor’s details will be updated with the modified information.
To Delete, click on the Delete Visitor option, labelled 4 on the screenshot above. The Confirm Deletion dialog will pop-upnter DELETE in the field provided and click on the DELETE button. The Visitor is successfully deleted.
While the All Visitors List displays the record of all visitors across all services in a dedicated section of the App (that is, the Visitors menu), it limits how efficiently you can manage visitors’ records, especially when you want to do it separately for different Worship Services. Managing Visitors Lists separately, gives you the chance to not only View, Update and Delete, but, also, capture new visitors, remove a visitor from a service and multi-select visitors to send a bulk ‘Welcome Message’. All of this can be done on the View Service Visitors page for a Worship Service.
On the left sidebar, under the Church Administration section, open the Services menu and click on All Services. The Worship Services page will be displayed.
Click directly on the title of the Worship Service you want to Manage Visitors for. The Worship Service Dashboard will be displayed.
Click on the menu button (labelled 1 in Figure 2 below) on the right-end of the top of the page, then click on View Visitors. The View Service Visitors list will be displayed.
Figure 2: Screenshot showing the `View Visitors` tab.
Click on the Capture New Visitor tab (labelled 1 in Figure 3 below) at the bottom of the page. The same Form described earlier in this article will be displayed; fill-out the form and Submit. This starts a table list for that Worship Service, with the Visitor’s record as the first on the list.
Figure 3: Screenshot showing the `Capture New Visitor` button.
Once a List has been started, as stated above, you will not find the Capture New Visitor tab at the bottom of the page anymore when you want to update the list with a new Visitor. To update the list, follow the steps below:
On the left sidebar, under the Church Administration section, open the Services menu and click on All Services. The Worship Services page will be displayed.
Click directly on the title of the Worship Service you want to Manage Visitors for. The Worship Service Dashboard will be displayed.
Click on the menu button on the right-end of the top of the page, then click on View Visitors. The View Service Visitors list will be displayed. See Figure 4 below: !
Click on the Capture New Visitor button (+) or the CAPTURE NEW VISITOR tab (both highlighted in red on the screenshot below).
Figure 4: Screenshot showing the `Capture New Visitor` button.
Fill-out the Form and click on the Submit button. The list will be updated to include the record of the newly captured visitor.
On the left sidebar, under the Church Administration section, open the Services menu and click on All Services. The Worship Services page will be displayed.
Click directly on the title of the Worship Service you want to Manage Visitors for. The Worship Service Dashboard will be displayed.
Click on the menu button on the right-end of the top of the page, then click on View Visitors. The View Service Visitors list will be displayed.
Click on the menu button (labelled 1 in Figure 5 below) under the Actions column and on the right-end of the row with the record of the Visitor whose details you want to view.
Click on View Visitor (labelled 2 in Figure 5 below) and the Visitor Details page will be displayed, showing all of the captured details on the visitor.
Figure 5: screenshot showing the menu button and options under it.
On the left sidebar, under the Church Administration section, open the Services menu and click on All Services. The Worship Services page will be displayed.
Click directly on the title of the Worship Service you want to Manage Visitors for. The Worship Service Dashboard will be displayed.
Click on the menu button on the right-end of the top of the page, then click on View Visitors. The View Service Visitors List will be displayed.
Click on the menu button under the Actions column and on the right-end of the row with the record of the Visitor whose details you want to Edit.
Click on Edit Visitor (labelled 3 in Figure 5 above) and the Edit Visitor page will be displayed, with the same Form that was used to capture the Visitor’s details. Edit the field as required and click on the Submit button. The Visitor’s details will be updated with the edited information.
For some reason you may want to delist a Visitor from a Worship Service.
Information
Be aware that this function does not result in the Visitor’s record being deleted from your church; it only dissociates the Visitor from that Worship Service. Hence, the Visitor’s record will still be available on the All Visitors List. It will only have No Services Attended on its Services Attended column. This is highlighted by the red rectangle on the Figure 6 below:
Figure 6: Screenshot showing how a removed service visitor appears on the `All Visitor's` page.
Follow the steps below to Remove Visitor from Service:
On the left sidebar, under the Church Administration section, open the Services menu and click on All Services. The Worship Services page will be displayed.
Click directly on the title of the Worship Service you want to Manage Visitors for. The Worship Service Dashboard will be displayed.
Click on the menu button on the right-end of the top of the page, then click on View Visitors. The View Service Visitors List will be displayed.
Click on the menu button under the Actions column and on the right-end of the row with the record of the Visitor whom you want to remove from the service.
Click on Remove Visitor from Service (labelled 4 in Figure 6 above). The Confirm Dissociation dialog will pop-up, enter DELETE in the field provided and click on the DELETE button. The Visitor will be delisted from that Worship Service.
Unlike the Remove Visitor from Service function, deleting a Service Visitor permanently, deletes the record from your church and will no longer be found on the All Visitors list.
Follow the steps below to delete a Visitor from your church:
On the left sidebar, under the Church Administration section, open the Services menu and click on All Services. The Worship Services page will be displayed.
Click directly on the title of the Worship Service you want to Manage Visitors for. The Worship Service Dashboard will be displayed.
Click on the menu button on the right-end of the top of the page, then click on View Visitors. The View Service Visitors List will be displayed.
Click on the menu button under the Actions column and on the right-end of the row with the record of the Visitor you want to delete.
Click on Delete Visitor (labelled 5 in Figure 4 above). The Confirm Deletion dialog will pop-up, enter DELETE in the field provided and click on the DELETE button. The Visitor will be deleted from your church’s Visitors List.
