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The Guest Pipeline helps your church welcome visitors and guide them from first visit to full membership. Register guests, track visits, schedule follow-ups, and monitor their journey through customizable pipeline stages.

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Quick Start

  1. Navigate to Guests in the sidebar.
  2. Click Add Guest and enter their name, contact info, and how they heard about your church.
  3. The guest enters the pipeline at the First Visit stage.
  4. Schedule a follow-up from the guest’s profile.

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Pipeline Stages

Guests move through customizable stages:
Default StageDescription
First VisitGuest registered, initial visit recorded
Follow-up ScheduledA team member has been assigned to reach out
Second VisitGuest returned for another service
ConnectedGuest is attending regularly or joined a fellowship
MemberGuest converted to a full member record
Administrators can customize stages from Settings → Catalogs → Guest Status.

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How-to Guide

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Register a Guest

1

Add Guest

Go to Guests → Add Guest. Enter first name, last name, and contact info.
2

Record Visit Details

Note the service they attended, which church location, and how they heard about you.
3

Schedule Follow-up

Create a follow-up task — a phone call, email, or visit within the first week.

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Track Visits

Each time the guest returns, record a new Guest Visit with the date and service. The visit count updates automatically.

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Convert to Member

When a guest is ready to become a member:
  1. Open the guest profile.
  2. Click Convert to Member.
  3. A new member record is created with the guest’s info pre-filled.
  4. The guest record is marked as converted and linked to the new member.

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Follow-up Workflows

Each follow-up has:
  • Type (phone call, email, home visit, text)
  • Assigned to — Who’s responsible
  • Due date
  • Status (pending, completed, overdue)
  • Outcome — What happened

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Pro Tips

Set a default follow-up workflow (e.g., “Call within 3 days, text within 7 days, invite to fellowship within 14 days”) so no guest falls through the cracks.
Use the “How heard” field to track which outreach channels bring the most visitors — social media, word of mouth, events, etc.

Members

Where guests end up after conversion

Fellowships

Connect new members to small groups