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Add Member Visits

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A Member Visit is an interaction between a member and your organization.

 

From the Argenta main menu on the left-hand side of the screen, choose Membership > Member Visits.

 

Click the “Add New” button. This will pop up the Add a New Member Visit window.

 
 

 

Select the date of the visit by using the Date of Visit date picker or just enter the date manually.  This is a required field.

 

Select the corresponding Member. If the Member is already in the system, click the “Lookup” button and select a Member by searching and selecting them.

 

The Member ID field will display the ID for the selected Member, and their name will be displayed below.

 

If the visit is associated with a Department/Division select it from the corresponding drop-down list. If the department is not in the system, you can add it by clicking the “Add New” button.

 

Choose the reason for the visit from the Visit Category drop-down list. If the category is not in the system, you can add it by clicking the “Add New” button. These are both required fields.

 

All drop-down lists in Argenta help to create comprehensive reports. Argenta comes loaded with predefined values for all of these drop-down lists, but you can change them at any time. You can add or delete any of these values by selecting the corresponding section from the Argenta Main Menu. To update Member Visit categories, choose Member Visit Categories from the Membership Menu.

 

Next, fill out the Member’s First Visit? and Associated Team Member for Visit drop-down lists in the same manner. These are both required fields.

 

Additionally, you can provide a description of the visit in the Visit Description field, which can contain as much text as needed. You can fill out the Staff Notes field in the same manner. These are not required fields.

 

After reviewing the information entered, click the “Add this Visit” button to finish. The window will close and you will find the visit in the Member Visit list.