Viewing a Visitor's Profile: Attendance, Messages, and Follow-Ups
What each tab on the Visitor detail drawer actually shows today.
The tabs available
- Attendance - a record of the visitor's visits over time, the same pattern used on a Member's profile
- Messages - any SMS, broadcast, or automated message (like an Event Registration Confirmation) sent to this visitor
- Follow-Ups - present as a tab, but not yet actively populated, there's no live follow-up case data to show here today
Why Giving and Groups don't appear
Unlike a Member's profile, you won't see Giving or Groups tabs for a Visitor, the underlying data structure only connects gifts and group membership to real Members, a Visitor genuinely can't hold either kind of record until they're registered as a Member.
This isn't a missing feature so much as a structural boundary, it's part of what distinguishes a Visitor record from a Member record in the first place.
Best practice
Use the Attendance tab to judge whether a repeat visitor is ready for a membership conversation, someone showing up for the third or fourth time is a much stronger signal than a single visit, and worth a direct follow-up encouraging full registration.
Related Articles
Creating a Family and Adding Members
Group related members into a household unit for a fuller picture of who's connected to whom.
Understanding Visitors vs Members: What's Different
Visitors and Members are separate records in Sermfy, with different fields and different capabilities.
What "Who Invited You" Actually Links
The difference between a linked Member inviter and a plain typed name, and why it matters later.
Adding a New Member
Required fields, duplicate checking, and what happens right after a member is added.