After a prospective visitor has registered, you may need to change some of the details on the record. In addition, you can also mark when a visitor has successfully attended which will convert them into an attended visitor and apply the credit for visiting in the PALMS report.
Navigate to the Chapter Operations Menu
Note: When using the chapter shortcut menu, the next step is bypassed.
Edit The Prospective Visitor to Mark Attendance
Note: Once the visitor has been marked as having attended, they will be moved from the Prospective Visitors and into the Visitors function. Please go to Operations>Chapter>Manage Visitors>Manage Visitor to further edit the visitor record. Credit will also be given in the PALMS report for the week when the visitor attended the meeting, even for past meetings. Note that the VP must approve all PALMS credit.
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