First Steps

Get your organization operational after signup

TL;DR: Import roster → Verify data → Customize event types & locations → Invite leaders → Create first event.

Setup Checklist

After creating your account, complete these essential tasks:

1. Add Members

Option A: Import (Recommended for 15+ members)

Option B: Manual Entry

  • Dashboard → Members → Add Member
  • Enter: Name, BSA Member ID, type (Youth/Adult)
  • Time: 2-3 minutes per member

2. Organize Units

If you imported from ScoutBook+: Units created automatically ✅

Otherwise:

  • Dashboard → Units → Quick Start
  • Select program type (Cubs, Scouts BSA, etc.)
  • Assign members to dens/patrols
  • Time: 5-10 minutes

3. Verify Relationships

If you imported from ScoutBook+: Parent-child links created automatically ✅

Otherwise: Add manually

  • Members → Youth → Select member → Add Relationship
  • Search for parent, select relationship type
  • Time: 1 minute per youth

4. Customize Settings

Event Types:

  • Settings → Organization → Event Types
  • Add custom types (Pinewood Derby, Blue & Gold, etc.)
  • Assign icons and colors

Saved Locations:

  • Settings → Organization → Locations
  • Add: Meeting hall, camp sites, frequent venues
  • Saves time when creating events

5. Invite Leaders

  • Settings → Organization → Invitations
  • Enter email, select role (Admin/Member)
  • Leaders receive signup link

6. Create First Event

  • Events → Create Event
  • Fill: Title, type, date/time, location
  • Set RSVP deadline (optional)
  • Save and publish

7. Send Welcome Communication

  • Communications → New
  • Add recipients (All Members or specific units)
  • Write message
  • Send or schedule

Quick Wins

Calendar Sync

Let members subscribe to events

Build Website

Create your public homepage

Recommended First Week

Day 1: Import roster, verify units Day 2: Invite other leaders Day 3: Create first event Day 4: Send welcome communication Day 5: Build homepage (optional)

Common Questions

What if I have multiple packs/troops?

  • Each needs separate organization
  • Switch between them via user menu

Can I undo an import?

  • No automatic undo
  • Re-import with "Update Existing" to sync changes
  • Delete members manually if needed

How do I handle new members joining?

  • Add manually or re-import updated roster
  • TroopBook matches by BSA Member ID (won't duplicate)

Need Help?