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Create intake record and log in-person visit sign-ins

Create intake record and log in-person visit sign-ins

Your check-ins often miss matching intake records, leaving coordinators without follow-up context. It captures attendee details and logs the visit so staff have contact context same day.

Create intake record and log in-person visit sign-ins

Overview

When in-person sign-ins aren't tied to intake records, coordinators scramble to follow up and duplicates pile up. This captures attendee details, updates or creates intake records, and logs visits so program coordinators can act on contacts same day.

Create intake record and log in-person visit sign-ins