Add new first-time guest to follow-up groups and notes
Add new first-time guest to follow-up groups and notes
Your new-guest board entries lack contact context, leaving volunteers unable to start outreach. It places guests into the correct follow-up group and notes the board for same-day outreach.
Overview
Weekend guest intake often arrives incomplete and volunteer follow-up stalls. This flow captures contact info, enrolls first-time visitors into the right outreach list, and logs the action on the board so program coordinators can act same day.