Visitors
Add, search, and manage visitor records. Learn how to track visitor information, link families, and keep your database accurate.
Adding a New Visitor
How to add new visitor records, including required fields and family members.
Managing Visitors
Search, filter, and organize your visitor database effectively.
Editing a Visitor
Update visitor information, add notes, and change status.
Visitor Status
Understanding visitor status levels and how they drive follow-up.
Managing Families
Link family members, perform family check-in, and manage households.
Deleting a Visitor
How to safely remove visitor records and handle duplicates.