Visitor registration

The kiosk in PIN mode has a big “I’m a first-time visitor” button. It’s the heart of capture: every visitor who presses that button enters the CRM as a prospect.

The flow, step by step

The visitor taps I’m a first-time visitor.
A short form appears:
- First and last name
- Email or phone (at least one)
- Current campus (auto-detected)
- Optional checkboxes: “I came with family”, “I have children”
If they check “came with family”, a sub-flow appears to add spouse/kids fast.
They tap Done.
The screen shows “Welcome to La Roca!” + a QR code so the visitor can check in next time without re-filling.

What happens in the backend

A prospect is created with:
- status: "prospect"
- source: "kiosk"
- first_visit_at: <timestamp>
- pipeline_stage: "New"
If they checked “I have children”, a family is created linked to the prospect, ready for a volunteer to check in the kids.
A welcome workflow fires if configured: “Thanks for visiting” email after 24 hours.

For returning visitors (not first-time)

If the visitor has been before and came back, they should tap Search my name instead of the visitor button. See Quick search.

What if they filled a paper Connect Card?

If your church also uses paper, the volunteer types the data after the service from CRM → New prospect. They mark source: connect_card manually. The difference with the kiosk flow is only timing.

Customize the form

From Settings → Connect Card → Kiosk:

Change title and subtitle
Show/hide optional fields
Add up to 2 custom fields (e.g. “How did you hear about us?”)
Customize the final welcome message

Privacy

The kiosk in PIN mode does not show the list of prior visitors or any sensitive data. Each visitor enters only their own data. The screen clears automatically after 30 seconds of inactivity.