Using TroopBook

Once you've created your account and set up your organization, you're ready to start using TroopBook! This guide covers the essential features and how to use them effectively.

Dashboard Overview

After logging in, you'll see your personalized dashboard with:

• Quick Stats: Overview of your organization's members and upcoming events
• Recent Activity: Latest updates and changes in your troop
• Navigation Menu: Access to all major features (Members, Events, Settings)
• Organization Switcher: Switch between multiple organizations if you manage more than one

Managing Members

Viewing the Member Directory

1. Click "Members" in the main navigation
2. Browse the list of all scouts and adult leaders
3. Use the search bar to quickly find specific members
4. Filter by member type, unit, or other criteria

Adding New Members

1. Navigate to the Members page
2. Click "Add Member" button
3. Fill in the member's information:
   • Name, email, phone
   • Member type (Adult or Youth)
   • Unit assignment
   • Optional profile photo
4. Save the member profile

Editing Member Information

1. Click on any member's name or profile
2. Update their information as needed
3. Save changes

Working with Events

Creating Events

1. Navigate to Events in the main menu
2. Click "Create Event"
3. Enter event details:
   • Event name and description
   • Date and time
   • Location
   • RSVP settings
4. Publish the event to notify members

Managing RSVPs

• View who has responded to event invitations
• See attendance counts at a glance
• Send reminders to members who haven't responded
• Export attendee lists for planning

Organization Settings

Access organization settings to:

• Manage units and sub-groups
• Configure member roles and permissions
• Customize organization profile
• Invite additional administrators

Account Settings

Manage your personal account:

• Update your profile information
• Change your password
• Connect or disconnect Google and Apple Sign-In
• Manage notification preferences

Tips for Success

• Keep Information Current: Regularly update member contact information
• Plan Ahead: Create events in advance to give families time to respond
• Use Units Effectively: Organize members into appropriate units for easier management
• Communicate: Use event descriptions to provide clear details about what to bring and expect

Need Help?

If you have questions or need assistance, reach out through the support link in your dashboard or check out our other documentation pages for more detailed information.