The Passport glossary of church guest follow-up

Passport flags somebody whose absence is long relative to their own history, not against a fixed number of weeks. Staff see a phrase — “overdue”, “needs a check-in” — never a score.

Sometimes called churn risk or lapsed member alert

A Visitor who has been present for a number of distinct weeks your church sets, counting services, small groups and class sessions alike. Off by default.

Sometimes called regular attender or adherent

A follow-up task owned by a named person. Passport creates one automatically when a first-time visitor is recorded, and when somebody asks for prayer, a ride or help from a prospect card.

Sometimes called follow-up task, visitor callback or connection task

A number from 0 to 100 on every person, from how recently they were here, how often they have been, and whether they are connected. A fixed formula — not a prediction, and not AI.

Sometimes called health score or involvement score

Passport’s entry tier and the outreach half of the product: capturing prospects in the field, logging interactions against a map, and working follow-ups by hand.

Sometimes called door-to-door, canvassing or visitation

GoReach is the outreach tools, for reaching people before they visit, with 5 staff seats and 1 campus. Companion adds guest follow-up (the Guests hub, the Visit page, Guest Journeys with automatic texts, the connection card, the guest inbox, follow-up tasks and retention reports) and Breeze and Planning Center sync, for churches that keep their existing church database. Plus adds the whole church management system: people, groups, classes, ministries, check-in, giving, service planning, forms and workflows. Pro adds AI attendance and up to 5 campuses. Each tier includes everything below it, and every tier from Companion up has unlimited staff seats.

Groups people by the month they arrived and shows how far up the ladder each group has travelled. It answers a different question from the Pipeline board, and the two are not meant to agree.

Sometimes called retention cohorts or back door losses

Anybody your church has met and has not yet connected. It spans both Prospects and Visitors, and it ends the moment somebody joins a group, a class or a ministry.

Sometimes called newcomer, first-timer or new face

The three surfaces over everybody who entered as a live guest: the Pipeline board, the Needs attention queue, and Insights — where guests came from and what a first visit cost.

Sometimes called visitor pipeline or assimilation funnel

Ten automatic sequences of messages and tasks, anchored to what a guest actually did. Steps run as a text, an email, a task for a person, or a staff alert — never a push notification.

Sometimes called nurture sequence, drip campaign or welcome series

The stage Passport works out for itself from attendance, visit plans and connections — Invited, Coming, First visit, Came back, Connected. Nobody sets it by hand.

Sometimes called pipeline stage or funnel stage

The one staff screen Sunday runs on, with four tabs: Today, Pipeline, Needs attention and Insights. Every guest action is taken from here.

Sometimes called guest dashboard or visitor dashboard

Someone who has met every membership criterion your church configured — attendance weeks plus whichever of baptism, a signed agreement and required classes you require.

Your church’s public page where a guest picks a real upcoming service and tells you they are coming. Every church has exactly one, live from day one — there is no draft or publish step.

Sometimes called plan a visit, I’m new page or connect page

Someone your team has met who has not yet attended a church service. Somebody who came to a community event or planned a visit they have not kept is still a Prospect.

Sometimes called lead, contact or outreach contact

A printed card carrying a QR code unique to whoever handed it out, so an outreach team can tell which conversations turned into visits.

Sometimes called invite card or door hanger

Someone whose attendance at a church service has been recorded at least once. Groups, classes and community events never make somebody a Visitor — only a service does.

Sometimes called first-time visitor, FTV or first-time guest

A QR code on seat backs, the welcome desk or the bulletin that opens a short form on the guest’s own phone. Plan Your Visit catches people before Sunday; this catches them on it.

Sometimes called connection card, communication card or welcome card

The rules your church writes down for what each rung of the ladder means and when Passport should promote somebody. Nothing here ever demotes anyone automatically.

Sometimes called assimilation, membership pathway or growth track