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Guest Details

The guest detail screen shows everything about a specific guest — their profile information, visit history, contact log, and available actions.

Profile Section​

The top of the detail screen displays the guest's profile:

  • Name — The guest's full name
  • Status — Current status (New, Assigned, Contacted, Connected, or Closed)
  • Classification — First-Time, Returning, or Frequent based on visit count
  • Email — Email address if provided
  • Phone — Phone number if provided
  • Address — Mailing address if provided
  • Assignee — The team member responsible for follow-up
  • Prayer Request — Any prayer request submitted by the guest

Visits Section​

Below the profile, the visits section lists every attendance record for this guest. Each entry shows:

  • Date of the visit
  • Service name (e.g., Sunday Morning Worship, Wednesday Evening)

This history helps you understand how often the guest has visited and which services they attend.

Contact Log​

The contact log shows a chronological history of all interactions with this guest. Each entry includes who made contact, when, the method used, and any notes recorded.

This provides a complete picture of your team's outreach efforts so nothing is repeated or missed.

Actions​

The actions menu on the detail screen provides several options:

Assign​

Assign the guest to a team member who will be responsible for follow-up. The guest's status will change to Assigned.

Update Status​

Manually change the guest's status to reflect their current stage in the follow-up process (New, Assigned, Contacted, Connected, or Closed).

Log Contact​

Record an interaction with the guest. When logging a contact, you will provide:

  • Type — Phone, Email, Text, In-Person, or Other
  • Direction — Inbound or outbound
  • Outcome — Result of the interaction
  • Notes — Any additional details about the conversation

Logged contacts appear in the contact log section.

Add Follow-Up​

Create a follow-up task for this guest. See Follow-Ups for details on creating and managing follow-up tasks.

Merge Duplicates​

If a guest has been checked in under slightly different names (e.g., "Bob Smith" and "Robert Smith"), you can merge duplicate records into a single guest profile. This combines visit history and contact logs from both records.

What's Next?​

To learn about managing follow-up tasks and templates, continue to Follow-Ups.