1Red means yours
Tap your picture. Two items in the menu are red — they are the ones only a captain can see.
Red is the whole signal
If it’s red, an ordinary member does not have it. Nothing else in the app is that color, so there’s never any doubt about what is yours.
2And on the Members tab
Two more buttons sit above the roster: Record attendance, and Chapter options.
These are the two you’ll reach for most — one every meeting, the other perhaps twice a year.
3Set the chapter up
Chapter options holds the things that describe your chapter: its name, where it meets, which days, and how many speakers per meeting.
Three worth understanding
“Categories are exclusive” stops two members claiming the same trade. “Count vacation as an absence” decides whether a V hurts. “Insist contacts are awaiting a call” forces warm introductions.
4Share the load
Scroll down Chapter options to Privileges. Every member is a row; three jobs are columns. Check a box and that member can do that job.
The most useful screen here
Record attendance. Accept or reject a member. Withdraw a member’s lead. Give at least the first one away — a chapter where only the captain can mark attendance stops when the captain is ill.
5Mark who came
After each meeting, tap Record attendance, confirm the date, and check off everyone who was in the room.
Do it the same day
The report updates the moment you save, and everyone can see it. Left a week, nobody remembers who was there and the number stops being trusted.
6Someone wants in
A request to join arrives in your Messages tab, not by email.
The orange dot on Messages is the only nudge. Worth a glance whenever you open the app.
7Accept or reject
Tap the message. You see who they are and what they do, then decide.
Check the category first
If your chapter has exclusive categories, admitting someone whose trade is already taken is the one decision that causes an argument later.
8When someone can’t get in
On any member’s card, tap Sign-in link. It creates a one-time link you can text or read out to them.
Your rescue tool
Opening it lets them set a password and sign in — no username needed, and it expires in seven days. This is the answer when someone never found the confirmation email.
9Pulling a lead back
If a lead was sent in error, or the customer changes their mind, it can be withdrawn.
A captain can do this, and so can any member you have given the withdraw privilege to. Use it sparingly — a withdrawn lead disappears from the giver’s record too.
10Put it on your website
Create embed code builds a snippet you paste into your chapter’s own website. Check what you want visitors to see.
Nothing to install
It runs from our servers, like a Google Map. Your roster and reports stay current on your site without anybody retyping them.