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