Visit and Service Tracking

/ by Bob Jaffe

A small single room store with food on shelves and in fridges.
A young woman to the right staring at the camera and smiling while holding a tablet with people in the background going through boxes.
A blue check mark.

Easy To Use For Staff and Volunteers

A small single room store with food on shelves and in fridges.
A blue pencil.

Flexible Workflow Options

A man in a blue shirt holding a tablet with a tag around his neck saying "volunteer" smiling at the camera with others in similar outfits in the background.
A blue file icon with part of another file outline to signify multiple files.

Capture Data Beyond Intake

An older woman in a yellow vest and with a volunteer tag showing a tablet to a younger woman while standing outside with a bunch of boxes in the background.
Three blue lines with blue boxes to the left of them with the top box checked.

Simplify with Kiosk View

A screenshot of a simple new visit record for mock client Albus Dumbledore is in the foreground, with a small screenshot in the background of where on the client record the orange ‘new visit’ button is located.

Easy Service Tracking

  • Manage walk-ins, scheduled appointments, or both.
  • Easy guest look-up.
  • Visit frequency rules can alert you if a guest has recently received a service.
  • Barcode scanners can be used to look up guests and record inventory.
  • Built for volunteers of all ages and abilities.
  • Only requires a modern browser with internet connection.
Powerful CRM

Configurable to Match Your Pantry Workflow

  • Flexible set-up from simple visit recording to virtual client choice.
  • Record inventory by boxes, bags or pounds – or, detail specific items with notes.
  • Drive through check in with order fulfillment screens and numbered tickets.
  • Offer virtual client choice with client portal or kiosk view, and order fulfillment screens.
  • Advanced workflows like delivery routes and multiple locations.
Four screenshots displaying the online storefront, the queue report, a visit record with inventory items listed, and the delivery route report with mock client data.
A large screenshot on the left shows a new visit record for mock client Albus Dumbledore, with fields for additional comments or custom questions. Two smaller screenshots on the right show the new referral window and the visit signature box.

Choose If You Want To Capture Additional Data

  • Each visit can be an opportunity to learn more about your guests.
  • Record notes within pantry service records.
  • Build custom questions that are linked to each record of service.
  • Track outgoing referrals to other resources.
  • Gather digital visit signatures.

Kiosk View Keeps It Simple

  • Kiosk View offers a simplified screen for volunteers to do quick check-in or guests to self check-in.
  • Configure what information is displayed. Show all, some, or none of the guest information with anonymized check-in.
  • No specialized equipment needed – any device with a modern browser and internet connection works.
A screenshot of the Kiosk mode with a simple client search, with an orange arrow pointing to a pop-up window of a simplified client record for mock client Albus Dumbledore.
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