> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bethelchms.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Backsliders

> Find members who have stopped attending, assign follow-up, record notes, and configure backslider detection rules.

Backsliders helps you find members who have missed repeated services and need pastoral follow-up. Bethel ChMS detects members from attendance patterns, places them in a working list, and lets your team assign follow-up, update statuses, and record notes.

Backsliders does not silently change a member's lifecycle status. You decide when to set a member inactive.

<Info>
  **Who can do this:** Organisation owners, organisation admins, branch admins, and editors can use the **Backsliders** page. Treasurers cannot access it. Organisation owners, organisation admins, and branch admins can configure **Rules**.
</Info>

## Open the backsliders list

1. In the sidebar, click **Backsliders**.
2. If you are organisation-scoped, choose the branch you want to review.

The page shows summary tiles for **Open backsliders**, **Needs follow-up**, **Assigned to me**, and **Welcomed back · 30d**.

The table shows each member's follow-up status, missed occurrences, last attendance, assignee, contact shortcuts, and the rule that detected them.

## Filter the list

Use filters to focus the list before you start follow-up.

* Use **Search members** to find a member by name.
* Use **Status** to filter by follow-up status.
* Click **Assigned to me** to see your own work.
* Use **Rule** to show members detected by specific rules.
* Use **Age group**, **Gender**, **Lifecycle**, **Nationality**, **Missed**, and **More filters** to narrow the list further.
* Click **Clear** to remove active filters.

Filters update the URL, so you can share a filtered view with another team member who has access.

## Work a backslider

Click a row to open the member's detail drawer.

The drawer shows:

* The member's lifecycle status and follow-up status.
* The rule that detected the member.
* Missed occurrences and last attendance.
* A recent services strip showing attended and missed services.
* Contact details with copy actions.
* A **Notes** timeline.
* A **Set inactive** action.

Use **Follow-up status** to move the person through the pastoral workflow. The available statuses are **Needs follow-up**, **Reached out**, **Reconnecting**, **Welcomed back**, **No response yet**, and **No concern**.

**Welcomed back** and **No concern** are terminal statuses. When you choose a terminal status, the open follow-up record resolves and leaves the default open list.

## Assign follow-up

Use **Assigned to** in the drawer to assign the backslider to a staff member or to unassign them.

You can also select rows in the table and use **Assign to...** from the bulk action bar. The menu includes **Assign to me**, other staff members, and **Unassign**.

Some rows may be skipped during bulk assignment if manual assignment is disabled for the rule that detected them.

## Add notes

Use the **Notes** section in the drawer to record follow-up attempts and pastoral context.

1. Type the note in **Add a follow-up note...**.
2. Click **Add note**.

Notes are member-scoped. They remain available if a backslider record is resolved and the member is detected again later.

## Set members inactive

Use **Set inactive** only after your team decides that the member's lifecycle status should change.

From a drawer, click **Set inactive**, then confirm. Bethel ChMS changes the member's lifecycle status to inactive, closes the open backslider follow-up, and logs the action.

To update several members at once:

1. Select rows in the backsliders table.
2. Click **Set inactive** in the bulk action bar.
3. Confirm the action.

<Warning>
  Setting a member inactive does not delete the member. It changes their lifecycle status and removes the open follow-up record. The action is logged and cannot be undone automatically.
</Warning>

## Empty the list

If you need to clear all open backsliders currently in view, click **Empty list** and confirm.

Bethel ChMS moves the open records to history as **No concern**. They can reappear if detection later finds that they continue to miss services.

## Configure rules

Rules define who Bethel ChMS detects as a backslider.

1. Open **Backsliders**.
2. Click **Rules**.
3. Click **New rule**.
4. Enter a **Name** and optional **Description**.
5. Choose a **Recurring event**.
6. Set the **Missed-occurrence threshold**.
7. Optionally set **Only detect backsliders from**.
8. Choose which member statuses the rule applies to.
9. Add conditions if needed.
10. Turn on **Enable rule**.
11. Configure follow-up options.
12. Click **Create rule**.

Detection runs nightly at 02:15 UTC while a rule is enabled.

## Rule conditions

Conditions let you limit a rule to specific members. A member must match all conditions on the rule.

Supported condition fields include:

* **Gender**
* **Age group**
* **Nationality**
* Active member custom fields

Condition operators include **is any of**, **is not any of**, **is set**, and **is not set**, depending on the field.

## Follow-up settings

Turn on **Enable follow-up** when staff should own and work the backsliders created by a rule.

* **Manual assignment** lets staff claim backsliders for themselves or assign them to colleagues from the list.
* **Auto-assignment** shares new backsliders evenly across selected staff.

Organisation owners and organisation admins can edit all rules. Branch admins can edit rules for their own branch. Org-wide rules appear as read-only for branch admins.