Skip to main content

Glossary

Every term Passport uses, defined once. If a page elsewhere on this site uses one of these words, this is what it means.

If you know the industry word

Passport's vocabulary is not the vocabulary most church software uses. This table is the bridge.

If you would sayPassport calls it
Nurture sequence, drip campaignGuest Journeys
Assimilation, membership pathway, growth trackVisitor-Member Path
Second-time visitorthe Came back stage
At-risk member, churn riskat-risk alerts
First-time visitor follow-upthe Guests hub, Needs attention tab
Retention rate, back-door lossesGuest Funnel and the Growth Pipeline Report
Church CRM, people databasePeople
Door-to-door, canvassing, visitationGoReach
Volunteer schedulingServices

People

Guest

Anybody your church has met and has not yet connected. It spans both Prospects and Visitors, and it ends when somebody reaches Connected. It is a description, not a stored status — see Words Passport uses for the full definition.

Prospect

Someone your team has met who has not yet attended a church service. Somebody who came to a community event, scanned a prospect card, filled in an ad lead form, or planned a visit they have not yet kept is still a Prospect.

Visitor

Someone whose attendance at a church service has been recorded at least once. This is the whole definition, and it is enforced everywhere in Passport.

Group meetings, class sessions and community events do not make somebody a Visitor. They are bridges toward the service that does. If attending a barbecue made somebody a Visitor, your visitor count would stop describing anything, and the people who genuinely turned up on a Sunday would be lost among those who ate a burger in a park.

Attendee

A Visitor who keeps turning up — present for a number of distinct weeks that your church sets, counting services, small groups and class sessions alike. Automatic promotion to Attendee is off by default.

Member

Somebody who has met every membership criterion your church configured: a number of attendance weeks, plus whichever of water baptism, Holy Ghost infilling, a signed membership agreement and completed required classes you choose to require. Automatic promotion to Member is off by default.

Passport never demotes anybody automatically. A downgrade is always a manual admin decision.

Person type

The membership ladder — Prospect, Visitor, Attendee, Member — plus Dropped. One of the two axes every person carries.

Guest stage

The derived operational stage: Invited, Coming, First visit, Came back, Connected, plus the attention stages Missed a visit, Gone quiet, Stopped coming and Drifted away. Nobody sets it; Passport works it out from attendance, visit plans and connections. The other of the two axes.


Getting guests in

Plan Your Visit

Your church's public page where somebody picks a real upcoming service and tells you they are coming. Every church has exactly one, live from the day the church is created — there is no draft or publish step. See Plan Your Visit Page.

Visitor Connection Card

The on-Sunday counterpart: 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; the connection card catches them on it. See Visitor Connection Card.

Prospect Card

A printed card with a QR code unique to the person who handed it out, so an outreach team can tell which conversations turned into visits. See Prospect Cards.

GoReach

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. See Reach your community.


Following up

Guests hub

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

Guest Funnel

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

Guest Journeys

Passport's ten automatic sequences of messages and tasks, anchored to what a guest actually did. The industry calls these nurture sequences. Steps run as a text, an email, a task for a person, or a staff alert — never a push notification. See Guest Journeys.

Care assignment

A task Passport hands to a specific named person: prayer, a ride, practical help, a visit follow-up, class interest or general care. When a first-time visitor is recorded, Passport creates one automatically — "Personal follow-up within 48 hours".

Assignment is not round-robin. Passport walks four rungs — the person who already owns the relationship, then your per-category routing, then your church default, then the pastor — so a request is never left unowned. See Pastoral Care.

Visitor-Member Path

The rules your church writes down for what each rung of the ladder means and when Passport should promote somebody. The industry word is assimilation. See Visitor-Member Path.


Measuring

Engagement score

A number from 0 to 100 on every person, higher being more engaged. It is a fixed formula, not a prediction and not AI: how recently they were here, how often they have been, and whether they are connected — a group, a class, a ministry, or a portal login.

Note that a portal login counts here but does not make somebody Connected on the guest board, which requires a group, a class or a ministry. The two are different measures.

A blank score means not yet calculated. It does not mean zero.

At-risk alerts

Passport flags a member or attendee whose absence is long relative to their own history — not against a fixed number of weeks, so a monthly attender is not chased every Sunday. Staff see a phrase rather than a number: just slipping, overdue, well overdue, needs a check-in.

Growth Pipeline Report

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


Groups, classes, ministries

Reusing the sentence that already separates them best:

A group is people who meet. A class is something you finish. A ministry is a job you do.

Joining any of the three is what makes somebody Connected, which is the moment they stop being a guest.

Next steps