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Help center

Quick answers for secretaries, treasurers and club officers.

Getting started

After registration, complete the onboarding checklist: club profile, members, first meeting, invitations, then your first minutes draft. The dashboard shows your next steps until setup is complete.

Writing and publishing minutes

Create a meeting, open the linked minutes draft, fill agenda items during or after the session, then finalize to generate the authenticated PDF with QR verification. Share the PDF by email or download it from the minutes library.

Meetings & attendance

Schedule statutory or board meetings, use live mode for real-time note-taking, and record attendance from the meeting screen or member check-in.

Dues & treasury

Track member dues by fiscal year, record payments, and export treasurer reports when the treasury module is enabled on your plan.

Club emails

Send campaigns to members or groups, use system templates for reminders, and track opens when enabled by your administrator.

District view

Enterprise plans include a read-only district dashboard for governors to monitor club activity and access finalized minutes.

Trial & subscription

Your club starts with a free trial. Before it ends, choose a plan under Settings → Subscription. You'll receive reminder emails 7, 3 and 1 days before expiry.

Can't find what you need? Use the contact form on the home page.

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