This guide will help you get VisiConnect up and running for your church in just a few steps. Follow this checklist to ensure a smooth setup process.
Step 1: Complete Your Church Profile
After logging in for the first time, navigate to Settings > Church Profile to enter your church's basic information:
- Church name and address
- Primary contact information
- Service times and locations
- Logo and branding (optional)
This information appears on visitor confirmation messages and automated emails, so accuracy is important.
Step 2: Configure Service Types
Define the different services your church offers. Go to Settings > Service Types to add services like:
- Sunday Morning Worship
- Wednesday Night Bible Study
- Youth Group
- Small Groups
Each service type can have its own check-in workflow and follow-up rules.
Step 3: Set Up Email and SMS
Enable automated communications by configuring your messaging settings:
- Email: Configure SMTP settings under Settings > Email to send automated follow-up emails.
- SMS: Connect your Twilio or SMS provider under Settings > SMS for text message follow-ups.
Step 4: Add Staff Members
Invite your team by going to Staff > Manage Staff. Assign appropriate roles such as:
- Admin: Full access to all features and settings.
- Ministry Leader: Can manage visitors and follow-up tasks within their ministry.
- Greeter: Can check in visitors and add new visitor records.
Step 5: Train Your Team
Schedule a brief training session with your greeters, ushers, and ministry team. Focus on:
- How to add a new visitor
- How to check in a visitor or member
- Understanding confirmation codes
- When and how to assign follow-up tasks