Activities

• Activity Details - Title, type, dates, times, location
• Chairpersons - Assign members to manage the activity
• Documents - Upload related files and attachments
• Check-in / Registration Link - Create QR codes for attendance or pre-event registration
• Registration Mode - Toggle between pre-event registration and day-of check-in
• Comments - Internal notes log for team communication

• Attendees List - All registered and checked-in attendees
• Add Attendees - Add members or guests manually
• Attendance Status - Registered, Attended, No-show
• Live Refresh - Auto-refresh mode for real-time updates
• QR Sheet - Print QR codes for check-in
• Export - Download attendee list as CSV or PDF

• Custom Form Builder - Create custom feedback forms with multiple field types:
  • Rating (1-5 stars), Text, Long Text, Dropdown, Checkbox
  • Mark fields as required or optional
  • Reorder questions with up/down buttons
• Overall Rating - Toggle a separate 1-5 star overall rating question
• Anonymous Mode - Allow submissions without name or email (uses CAPTCHA)
• Feedback Link - Generate a shareable public link for attendees to submit responses
• Response View - See all responses with expandable per-field details
• Stats - Average rating and total response count

• Completion Checklist - Track what's done and what's pending
• Attendance Summary - Final attendance statistics, including manual headcount + uploaded sign-in photos for events the QR kiosk wasn't used
• Post-Activity Report - Read-only view of the chairperson's submitted PAR with status (Draft / Submitted / In review / Approved / Rejected) and the full approval audit trail. Comments thread sits below for follow-up questions.
• Custom Forms - Any custom form types you've added in Settings (Officer Election Reports, Discipline Reports, etc.) appear here with the same read-only state + audit log.

Forms are filled in by the chairperson via their member portal — admins don't edit submissions directly here, they review + approve / reject through the workflow.

• Budget Plan - Planned expense categories with estimates
• Income - Direct income + linked donations + sponsorships
• Expenses - Liquidations and cash advances
• Budget Variance - Compare planned vs actual spending
• Liquidation Sheet form - Read-only view of the chairperson's submitted Liquidation Sheet with status + audit log + comments thread, same shape as the PAR on the Wrap-up tab. Configure the field schema in Settings → Custom Forms → Liquidation Sheet.

Admins assign chairpersons in the Setup tab. The assigned member receives a notification email pointing to /portal/[orgSlug]/chairperson/[activityId]where they manage the activity natively from their member portal:

• Attendance + sign-in photos — manual headcount, sign-in sheet uploads.
• Documents + expense liquidations — supporting files and per-line expense entries.
• Post-Activity Report form — fill in the field schema admin configured. Save as draft any time; submit when ready.
• Liquidation Sheet form — same workflow. Submit kicks off the approval flow.
• Custom forms — any custom form types your org has added.
• Comments thread — talk to officers + admins reviewing the submission before / during decisions.

Approval workflow stages (configured per form in Settings) trigger emails to the assigned officers when the chairperson submits. Officers approve or reject (with notes); on rejection the chairperson can revise and resubmit. On final approval the submission locks.

Switch between two modes in the Setup tab to support a two-phase event workflow:

• Registration mode - Use before your event to collect sign-ups. Attendees get a "Registered" status without being marked as attended.
• Check-in mode (default) - Use on the day of the event. Attendees are marked as "Attended" immediately. Previously registered attendees can be checked in to upgrade their status.

Both the self-service QR page and kiosk automatically adapt their labels and behavior to the active mode.

Create attendance links with QR codes. Members scan the code to check in or register (depending on the active mode). Guests can also participate by entering their contact information.

• Custom Form Fields - Add custom questions to the check-in/registration form (text, email, phone, date, dropdown, checkbox, file upload)
• Guest-Only Mode - Skip the member/guest choice screen and go directly to the guest form — ideal for public events
• Member Badge fast-path - When the org has Member Badge enabled, a "Scan my Member Badge" option appears alongside the email and guest paths. Members scan their own badge QR (from the portal or a saved screenshot) and the link checks them in instantly — no email, no magic code. The badge token is re-verified server-side
• Custom Domain - Use your own subdomain for branded QR links (Pro plan)

A full-screen, touch-friendly interface for events. Set up a tablet at your event entrance for self-service check-in or registration. The kiosk automatically adapts to the current mode and picks up mode changes within 30 seconds.

When Member Badge is enabled, the kiosk welcome screen also offers a Scan Member Badge button — point the tablet at a member's badge QR and the kiosk auto-fires register + check-in (works online and via the offline queue).

Non-members can check in or register as guests with their name, email, phone, and organization. Guest attendees can later be converted to full members with one click.

• Convert to Member - One-click conversion with automatic duplicate detection (checks email first, then name)
• Force Conversion - If a duplicate is found, you can review and force the conversion

Collect post-event feedback from attendees via a shareable link. Build custom feedback forms with the form builder in the Feedback tab.

• Custom Questions - Add rating, text, dropdown, checkbox fields with the form builder
• Anonymous Mode - Allow submissions without name or email (CAPTCHA protected)
• Privacy - All feedback is displayed as anonymous, encouraging honest responses
• Spam Protection - Turnstile CAPTCHA required on all submissions