Your First Check-in

Checking in a visitor is one of the most common actions in VisiConnect. This guide walks you through the process step by step so you can confidently welcome and record your first guest.

Checking In a New Visitor

When a visitor arrives, follow these steps:

1. Open the Check-in Panel: From the dashboard, click the Check-in button in the top navigation bar, or use the keyboard shortcut Ctrl+I.
2. Search for the Visitor: Type the visitor's name or phone number in the search field. If they've visited before, their record will appear.
3. Add a New Visitor: If no record exists, click Add New Visitor and fill in the required fields:
   • First name and last name (required)
   • Phone number or email address
   • Address (optional)
   • How they heard about your church
4. Select Service Type: Choose the appropriate service from the dropdown (e.g., Sunday Morning Worship, Wednesday Bible Study).
5. Complete Check-in: Click Check In to record the visit. The system will generate a confirmation code if needed.

Checking In a Returning Visitor

For visitors who have been recorded previously, the process is even faster:

1. Open the Check-in Panel.
2. Search by name or phone number.
3. Select the visitor's record when it appears.
4. Choose the service type and click Check In.

VisiConnect automatically tracks the number of visits and can trigger automated follow-up sequences based on visit count.

Family Check-in

When a family visits together, you can check them in as a group:

1. Search for the primary contact (usually a parent).
2. After selecting their record, look for the Check in Family option.
3. Select all family members who are present.
4. Complete the check-in for the entire family at once.

What Happens After Check-in?

Once a visitor is checked in, VisiConnect can automatically:

• Send a welcome email or SMS message
• Create follow-up tasks for your connection team
• Update the visitor's visit count and history
• Notify assigned staff members