Leader Guide

1. What this tool does for you

You're responsible for quarterly visits with the companionships assigned to you. The Quarterly Visit Coordinator does the back-and-forth texting for you:

Your two jobs are simple: keep your availability up to date, and respond to the follow-up text after each visit.


2. Signing in

  1. Go to https://ministering.beaconpointe2nd.org/login.
  2. Enter your mobile number and press Continue.

The first time, you'll set up an authenticator app:

Every time after, just enter the current 6-digit code from your app.

There's no password. Your authenticator app is your key — keep it on your phone. If you lose your phone, ask an administrator to reset your access.

You'll land on the Leader Dashboard.


3. Your Availability — the one thing that matters most

The scheduler will only ever propose times inside the availability blocks you set. If you have no availability, your companionships can't be scheduled.

On the dashboard, under "Your Availability":

  1. Pick a Start date/time and an End date/time.
  2. Press Add Availability Block.

Add as many blocks as you like — say, "Tuesday 6–9pm" and "Sunday 1–5pm" every week you're free. The system slices each block into visit-sized windows and offers those to members.

To remove a block, delete it from the list. ⚠️ If you delete a block that already has a confirmed visit inside it, that visit is marked "rescheduled" and will need to be set up again — so only delete blocks you truly can't keep.

Tips


4. Upcoming Visits

The Upcoming Visits section lists each scheduled visit with:

This is your at-a-glance schedule. You don't confirm visits here — the members confirm by text, and confirmed visits appear automatically.


5. Coverage

The Coverage section shows the whole ward's companionships for a selected quarter, with each one's leader and whether it has a confirmed/completed visit. Red rows are companionships still needing a visit. Use the quarter dropdown to look ahead or back.

Coverage lists active companionships only. If ministering assignments are reshuffled and an administrator re-imports the ward roster, a companionship whose members have all come off that roster is retired and stops appearing here. A companionship that simply vanished usually means reassignment, not a bug — ask an administrator if you're unsure.


6. When an administrator helps you

Two things are worth knowing about how support works, so nothing about it surprises you.

An administrator can view your dashboard. If you ask for help, an admin can open a read-only copy of this page — your availability, your upcoming visits — labeled "Admin view" at the top. They can see it; they cannot change anything from it, and the system records each time someone looks. So if you need a block added or removed, you still do that yourself; an admin talking you through it can see exactly what you're seeing.

Coming off the ward roster ends your access. When an administrator reconciles the roster against a new ministering report, anyone no longer on it is retired: they stop receiving texts and can no longer sign in. If you're suddenly signed out and can't get back in, you were probably retired in a roster update — ask an administrator to reactivate you. Nothing is lost; your availability and visit history come back with you.


7. What happens over text (so nothing surprises you)

You don't drive the texting, but here's what's happening in the background:

  1. Proposal. The system texts the companionship a message like: "Hi Sarah! Quarterly visit with [You] — pick 1/2/3: 1) Jul 13 9:00 AM 2) …" and they reply with a number.
  2. Confirmation + reminders. Once they pick a time, the visit is confirmed and the members get a reminder the day before and an hour before.
  3. Follow-up to you. After the visit time, you get a text: "Hi [You], did your visit happen today? Reply yes, no, or rescheduled." Please reply — that's how the system records whether the visit happened. If you don't reply, it checks back once the next day.

Notices you might receive

Sometimes the system can't fully handle a member automatically and hands them back to you:

If a member keeps replying in a way the system can't understand, the conversation is paused and flagged to administrators. At that point, just coordinate that visit personally.

Every operational text ends with "Reply STOP to opt out" because carriers require it. A member who texts STOP stops receiving automated texts — you can still reach them the normal way.


8. Common questions

I can't sign in / I got a new phone. Ask an administrator to Reset Auth for you. Then sign in and set up your authenticator app again. If Reset Auth doesn't help and you're still locked out, ask them to check whether you were retired in a roster update — that also blocks sign-in, and they can reactivate you.

A companionship disappeared from my dashboard. Ministering assignments were probably re-imported and that companionship is no longer on the ward roster. Check with an administrator before assuming a visit still needs to happen.

A companionship isn't getting scheduled. Most often it's one of two things: you have no availability set for the period, or no member of that companionship has opted in yet. Check your availability first, then ask an administrator about the members' opt-in status.

I need to change a visit time. Don't delete an availability block that has a confirmed visit unless you have to (it marks the visit "rescheduled"). For a specific change, coordinate with the member directly and let an administrator know.

A member says they never got a text. They may not have subscribed. Members opt in themselves at the https://ministering.beaconpointe2nd.org/join page using a personal code an administrator gives them. Point them to an administrator for their code.

Do I ever text members through this system? No. The system sends the scheduling texts automatically. Your personal outreach happens through your own phone — this tool just saves you the back-and-forth of finding a time.