Record, Edit and Report on your Visits

To record a visit, go to your website address forward slash ‘app’.

1. Then, under the ‘Me’ menu, you will see the Pastoral visiting icon.
2. Click on Pastoral Visits.

You will be taken straight to the "Create" a visit section.

1. Add the date and time of the visit,
2. The visit type,
3. Who did you meet, and for how long,
4. If you need to flag the visit with your pastoral care supervisor, tick the box, and they will get an email notification letting them know.
5. Finally, enter any notes about the visit. These notes will only be visible to people with permission for pastoral visits.
6. To save it, click Record.

To edit a visit:

1. Go to the List section at the top, where you will see a list of your visits.
2. If you are within the time the church has set for you to edit visits, click the pencil icon and edit your visit.
3. Click "Update" to confirm your edit.

If you would like to run an activity report on your visits: 

1. Click on the Report section at the top.
2. Select the dates you wish to report on
3. Then choose to show a PDF or download a CSV.