Passport glossary

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.

Elsewhere called: newcomer, first-timer, new face

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.

Elsewhere called: lead, contact, outreach contact

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.

Elsewhere called: first-time visitor, FTV, first-time guest

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.

Elsewhere called: regular attender, adherent

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

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.

Elsewhere called: pipeline stage, funnel stage

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.

Elsewhere called: plan a visit, I’m new page, connect page

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.

Elsewhere called: connection card, communication card, welcome card

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

Elsewhere called: invite card, door hanger

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.

Elsewhere called: door-to-door, canvassing, visitation

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

Elsewhere called: guest dashboard, visitor dashboard

A follow-up task owned by a named person. Passport creates one automatically when a first-time visitor is recorded, and it runs even on Basic, where the automated texts do not.

Elsewhere called: follow-up task, visitor callback, connection task

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.

Elsewhere called: nurture sequence, drip campaign, welcome series

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.

Elsewhere called: assimilation, membership pathway, growth track

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.

Elsewhere called: visitor pipeline, assimilation funnel

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.

Elsewhere called: health score, involvement score

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.

Elsewhere called: churn risk, lapsed member alert

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.

Elsewhere called: retention cohorts, back door losses

Basic, sold as GoReach, allows five staff seats and one campus. Plus allows unlimited seats, one campus, and unlocks the automated texts and emails. Pro allows unlimited seats and up to five campuses.