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ChurchVex

Log a visitor and follow them up

Record first-time visitors, keep follow-up notes, and turn a visitor into a member when they're ready.

Who can do this
Anyone whose role can manage visitors.

Visitors are kept separately from members, so your membership numbers stay accurate while you follow up with first-timers.

Log a visitor

  1. Go to Members → Visitors.
  2. Choose Log visitor.
  3. Enter their name, phone or email, and the first visit date. You can also record How did they hear about us?
  4. Save.

Record a follow-up

Open the visitor and choose Edit / log follow-up. Add what happened in Follow-up notes and update their Status — for example, to Followed up.

Make them a member

When a visitor decides to join, open them and choose Convert to member. ChurchVex creates a member record from their details. Converting counts towards your plan’s member limit.

Last updated 23 September 2026