Churchism

People

Guest follow-up and connect cards

Guest connect cards from the QR form. Assign someone to reach out and mark the card done when the visit is complete.

/follow-up/people

Follow-up is the queue of guest connect cards. Guests submit a welcome or connect form (often from a QR code). Staff with follow-up permission see the list, assign someone to reach out, add notes, and mark the card done when the visit is complete.

A person can also have a manual follow-up flag on their profile: remind me to review notes. That is not automatic.

New guests often become visitor people records. Link them to a household when you know the family. If they start attending, change membership status from visitor toward member as your church does that work.

You need followup:read to see the queue and followup:write to assign and complete cards.

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Hi — I am Churchism Support. Ask how to import giving, schedule volunteers, run Kids Club, or set up announcement email. I answer from the help articles. I cannot look up a member or a gift. Use Email a person if you need a human.