Help People Plan Their Visit

Created on:
Updated on:

You want the first experience at your church to be great, and helping people pre-register for church allows you to get their information ahead of time! Create a form for them to fill out before they arrive, so you can make their visit seamless.

Create a Form

To gather information quickly, create a form with any information that might be necessary for you to know when they arrive.

The most important information to have on the form is the household field. If you're checking in any kids, having their grade and age before they arrive is super helpful in checking them into the correct place!



Not sure what to add to your form? Check out the one we've created!

Add an Automated Email

Create an automation to send an email to the person who filled out the form. Here's an example of the type of email template you could create.



The person who created the automation will be the sender of the email.

Notify Your Team

Your team will want to know when someone fills out the form, so they can be prepared! Add them to the Notification list, and they'll receive an email when someone fills out the form.


If you want to make sure your visitors don't slip through the cracks, add them to a follow up process using workflows!

Was this article helpful?
1 out of 2 found this helpful