Table of Contents for this page (click to scroll where you need)

🟠 President 

1. To enter Chapter Goals: Operations > Chapter > Manage Goals > Enter Chapter Goals

2. To view Chapter Goals: Operations > Chapter > Manage Goals > View Chapter Goals

3. To pull Sponsorships Report: Reports > Chapter > Sponsor Report  

🟠 Vice President 

4. To enter weekly PALMS: Operations > Chapter > Meeting Management > Enter PALMS

5. To download VP Report (this shows Personal PALMS for each member in last 4 weeks): Reports > Chapter > VP Report   

6. To view Pending Applications: Operations > Chapter > Manage Memberships  > View Pending Applications

🟠 Membership Committee

7. To see Upcoming Renewals Report: Reports > Chapter > Membership Dues Report  

8. To see Member Training Report: Reports > Chapter > Member Training Report  

9. To see the Absence Report: Reports > Chapter > Absence Report  

10. To see a member's Personal PALMS: Reports > Chapter > Personal PALMS Report  

11. To see the Length of Membership Report: Reports > Chapter > Length of Membership Report  

🟠 Sec/Treasurer

12. To manage the Speaker Roster: Operations > Chapter > Meeting Management  

13. To view Pending Applications: Operations > Chapter > Manage Memberships  

14.  To see Member Training Report: Reports > Chapter > Member Training Report  

15. To see a Member's Details (Bio, GAINS): Reports > Chapter > Member Details  

🟠 Visitor Host

16. To Mark Visitor Attendance: Operations > Chapter > Visitor Registration Portal  

17. To Record a Visitor AFTER attending a meeting (not pre-registered): Operations > Chapter > Record a Visitor (Post Meeting, Not Pre-Registered)  

🟠 Mentor Coordinator

18. To see Member Training Report: Reports > Chapter > Member Training Report  

🟠 Members

19. To see the Chapter Roster: Reports > Chapter > Chapter Roster Report  

20. To see a Member's Details (Bio, GAINS): Reports > Chapter > Member Details  

21. To see a member's Personal PALMS: Reports > Chapter > Personal PALMS Report  

22. To view/manage your BNI Business (run personal reports): Home (House icon) > options appear on middle right area of page.    

23. To Change Password / Update Profile: Home (House icon) > options appear on upper right area of page    

24. Customize your dashboard links: Home (House icon) > Chapter    

25. To get help from Global Support: Click Question Icon (?) in upper right screen corner or Contact Corporate Support here

⭐ Leadership Teams make a Chapter successful!⭐  

Click to learn about the Rewards, and Responsibilities of all LT Roles!