How to Remove Someone from Receiving New Visitor Notifications | SteepleMate Guide

Removing Someone from Receiving New Visitor Notifications

This guide explains how to remove an individual from receiving notifications and tasks about new visitors when using the Digital Guest Connect Card in the SteepleMate system. 

Steps to Remove Someone from Receiving New Visitor Notifications

Step 1: Access Organization Settings

  1. Navigate to Organization Settings and select the Guest Connect Cards section.


Step 2: Identify the Group Receiving Alerts

  1. Within the Guest Connect Cards section, locate the option for Send Alerts or Tasks To.
  2. Note the group that is currently selected to receive notifications when someone fills out the digital guest connect form.
You will either modify this group or use the information to remove a specific individual from the group.



Step 3: Manage the Group

  1. Navigate to the Administration Panel or the Care Center Menu and Select Manage Groups.

Step 4: Locate the Group

  1. Find and select the group that is designated to receive alerts and tasks.
  2. Once inside the group management screen, select the Members section.

Step 5: Remove the Individual

  1. Locate the individual you want to remove from the group and select the checkbox next to their name.
  2. Go to the dropdown menu at the top of the table labeled Selected and choose Resign Member to remove them from the group.


Alternatively, you can remove the individual using the following method:

Method 2: Remove via the Individual’s Profile

  1. Go to the individual’s Profile or the Person Manager Screen.
  2. Locate the Groups section of their profile and select the group associated with the alerts to remove them.
  3. Once selected, the group will move to the Prior Group Association section, which tracks their past group memberships, join dates, resignation dates, and update history.


Once the individual is removed from the group, they will no longer receive alerts or tasks related to new guests in the system.



      • Related Articles

      • How to Create a New CareTrack with Steps and Participants in SteepleMate

        CareTracks in SteepleMate automate a series of actions in response to specific ministry events, such as a new guest connecting, or members missing multiple events. These automations include sending texts/emails, assigning follow-ups, and moving ...

      • How to Add a New Relationship

        SteepleMate makes it simple to manage and track relationships within your church community. Whether you're adding family members, friends, or other connections, follow these steps to add a new relationship in SteepleMate’s person management section. ...

      • Move a Person to a New or Existing Family

        Sometimes, family members may be incorrectly listed in SteepleMate. Whether it’s a spouse added separately or a child listed apart from their parents, this guide will show you how to move a person to either a new family or an existing family, ...

      • Why isn’t my recipient receiving my SMS or MMS messages?

        There are a few common reasons why your recipient might not be receiving your SMS or MMS messages. Here’s how to troubleshoot and resolve the issue: The Recipient’s Phone Number is Incorrectly Marked Sometimes, the recipient’s number might be marked ...

      • Why Aren’t My New Guests Getting Added to the CareTrack Automation?

        If you’re noticing that newly submitted guest forms are not triggering the New Guest CareTrack, the most common reason is that the guest hasn’t been marked as “present” for a service. Quick Explanation SteepleMate’s CareTrack automations rely on at ...

      • Recent Articles

      • Can Online Giving Features Be Hidden in the SteepleMate System?

        SteepleMate understands that not every church chooses to use online giving within the SteepleMate System. This preference is acceptable, and churches are free to determine the giving approach that best serves their congregation. A church’s decision ...

      • Why Church Website Images Can Get Cut Off

        When updating your church website’s Home (Hero) section, it’s important to understand how responsive design works. Modern websites automatically adjust to fit different screen sizes, including: Desktop computers, Tablets, Mobile phones Because of ...

      • Connect Center (Web Kiosk) Customization

        What is the Connect Center (Web Kiosk)? The Connect Center, also referred to as the Web Kiosk, is the web-based interface churches use to allow congregants to: Sign in for prayer or fasting Submit prayer requests or testimonies View announcements ...

      • Why Some SteepleMate Emails Don’t Send from Your Church Gmail

        Why do some SteepleMate emails show SteepleMate/Pentesoft as the sender instead of our church email? When you connect a church email account to SteepleMate, SteepleMate tries to send every message through that email account first using the secure app ...

      • Attendance Detail Report: Track Attendance Trends with the Attendance Detail Report in SteepleMate

        This article walks through how to pull and use the Attendance Detail report in SteepleMate. This report is generated from the criteria you select and shows attendance records for individuals in the groups you choose. If the group you select has child ...