Tracking and Turning Visitors into Members

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    tim

    Is it possible to make some of the profile fields mandatory at check-in?

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    Emily W.

    Hi @tim, 

    While you can have them display ad show up at check-in, at this time, there is not a way to make them mandatory.

    While I know this isn't ideal, I would love to have you check out this page www.breezechms.com/features.

    Blessings! 

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    Richard

    How do you future date a follow up?  We're building a new system to connect with visitors and would like to have a follow up system that triggers at:

    - 1st time attender contact within 2 days...follow up 1 week later...follow up 2 weeks later...follow up 2 months later. 

    Is there a way to use the automated tasks function that include dates the task will be triggered and not just put due dates of 7, 14, and 60 days?

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    Emily W.

    Hey @richardreams!

    Thanks so much for reaching out! What a great system y'all have in place! That's awesome! 

    Great question! While you can can set up follow-ups for an individual to a certain date, you cannot unfortunately do that in the automated tasks section of followups. While this may not be ideal, please know that this on our radar. You have brought up some great points about how followups could be utilized in the future!

    Would you consider adding this to our request page?

    For more information about submitting a feature request, please check out www.breezechms.com

    Blessings!

     

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    jillianne

    I've set-up the check-in feature to use in our kids' ministry. I'm using the app on an ipad. When you click the "+" to add a new kid, it's not clear whether you should add the parent name or the kid's name. How do I make this clearer? Ideally, we'd collect the parent names, a phone, and an email in addition to the kid's name. 

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    Micah M.

    Hey Jillianne! 

    You make a great observation. You're right;  the "+" is supposed to add the child to check-in but also has the ability to add additional family members without checking them into the class (so technically, both are options there!).

    You can absolutely add the parents' name, phone, and email to the child's page. Simply select those profile fields when setting up the Event. Also see this guide on selecting those profile fields as well: Specify Add Person Fields.

    I hope this was helpful! Don't hesitate to email or call us if more clarity is needed! We're here to serve! 888-320-6030 and support@breezechms.com. Happy Breezing!

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    blingboss5191

    Is it possible that after so many times of checking into different services your status can change. For example the visitor checks in one sunday and then returns the next 4 sundays. Then their status should change from visitor to attender. Is there a way to keep track of that?

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    Ashley Lynn

    @blingboss5191 That is a fantastic suggestion, however not a current feature offering to have this automatically happen. I'll share your idea with the team here. We appreciate your input.

    You can certainly run Attendance Reports to quickly find who has attended the last 4 Sundays and then use the Action Panel to Update the Status of everyone who matched your report filters to "Member". I hope this helps! Don't hesitate to email or call us if more clarity is needed! We're here to serve! 888-320-6030 and support@breezechms.com

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    nelsenjesse

    We have a visitation team. We do. Ot wnat just to track visitors when they come but we want to track when a person was visited by one of our teams, who visited, on what date and notes about that visit.

    Is there a way to do this easily with this program?

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    Ashley Lynn

    @nelsenjesse Yes! I would recommend using follow ups! This could easily be done with follow ups and building follow up progressions to track when a team visits with a visitor and to store their notes about the visit.

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