Assign a guest follow-up
Give one person clear ownership of a guest’s next step so welcome care does not stall in a shared list.
Step by step
Open Follow-ups
Go to Follow-ups. This is the shared queue for guest care, pastoral next steps, and other work that needs an owner.
Start from the guest
If the visitor already has a member or guest record, open that person first so the follow-up stays attached to them. If they are not in Masata yet, add them, then continue.
Create the follow-up
Create a follow-up with enough context for the next person to act — who the guest is, how you met them, and what the first action should be (a call, a welcome message, or a ministry introduction).
Assign an owner
Assign the follow-up to one person on your team. One named owner is clearer than leaving it on a shared list where everyone assumes someone else will do it.
Keep the status current
Update the follow-up as the conversation happens so pastors and admins can see what is still open, what is done, and what needs a new next step.
Tips and best practices
- Assign follow-ups the same day as the visit whenever you can.
- If several people need to be involved, still pick one owner and capture the others in the notes or comments.
- Review open follow-ups weekly so guests do not sit untouched after a busy Sunday.