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 ...

      • FAQ: What should we do when someone has two accounts but does not show up in the resolve duplicates list?

        If someone has two accounts but isn’t appearing in the Resolve Duplicates list, it’s likely because the system checks for duplicates based on an exact match of first name and last name. Follow these steps to resolve the issue: Edit Profile Names to ...

      • Recent Articles

      • How to View and Export Custom Form Submissions in SteepleMate

        This guide walks you through how to access, view, and export submissions from any custom form or survey created in SteepleMate. Whether you’ve built a form for Vacation Bible School, a church conference, or any other event, you can easily pull ...

      • Add a Live Stream Link to Your Church Website

        Make it easy for visitors to watch your church services live or on-demand by adding a streaming site URL to your SteepleMate church website. This guide walks you through how to display a “Watch Now” button that links directly to your YouTube, ...

      • How to Update Your Profile in SteepleMate

        Keeping your profile up to date helps church leaders and other members stay connected with you. Here’s how you can update your personal and contact information in the SteepleMate System. How to Access Your Profile Click the person icon at the top ...

      • Set Up a Sermon Archive in the Church Library

        This guide walks you through the process of setting up the Church Library, as an example we will setup a Sermon Archive. You can use the Church Library to organize sermons, bible studies, or any media you would like to store privately or share ...

      • How to Set Up Call Forwarding in SteepleMate

        Call forwarding is a great way for churches to stay responsive without being tied to a specific location or device. Whether you’re a pastor, admin, or volunteer, forwarding calls lets you receive church-related calls on your personal phone — while ...