Set up guest follow-up

Before you begin

Sign in to your church workspace with permission to manage this area. Available tools depend on your plan and church configuration.

Follow these steps

1. Open People → Connection Card and enable the card and guest follow-up if they are not already enabled.
2. Review the title, questions and confirmation message. Preview the public card.
3. In guest settings, choose a default owner and the days allowed before a first-contact task is due.
4. Open Guests. Choose a guest card, log a contact, and update the owner or stage when appropriate.

Check the result

New visitors appear on the guest board. Repeat submissions can join an existing open guest record; an existing member is not changed into a guest. Submitting a card does not grant app membership.