58 guides
Getting started
Apply for chapter access
Submit an application, save progress, and follow its review status.
Read guideSign in and manage your account
Update your profile, password, active chapter, and notification choices.
Read guideUse Home and action banners
Find balances, assignments, live sessions, and other items that need your attention.
Read guideGet help and contact support
Search public guides, restart the guided tour, or send a private support request.
Read guideApply for a university-office private pilot
Express private-pilot interest for a university office; councils are internal teams, not separate applicants.
Read guideRecruitment
Submit a chapter interest form
Share information with a chapter through its public, customized recruitment form.
Read guideClaim a prospect or new-member account
Use a secure invitation to create the account connected to your chapter record.
Read guideRespond to recruitment events and a bid
Review chapter invitations, RSVP, and accept or decline an approved bid.
Read guideManage recruitment cycles and the pipeline
Create cycles, configure stages, and move prospects through an auditable chapter process.
Read guideBuild recruitment and intake forms
Create a public form from chapter fields or an organization template without overwriting existing forms.
Read guideManage prospect profiles, photos, and outreach
Maintain permitted prospect details, private photos, interviews, ratings, and chapter-sent messages.
Read guideRun a live recruitment review session
Set up synchronized slides, participant voting, revisions, quorum, and result controls.
Read guideJoin and vote in a live bid session
Open the participant banner, follow the current slide, and confirm your vote receipt.
Read guideReview and release bids
Collect required committee approvals, handle rejection or override, and release an approved bid.
Read guideSet up a recruitment cycle and registration form
Configure a chapter-led, centralized or hybrid registration cycle with your own form — for a campus council or a school office.
Read guideReview student registrations
Decide on registrations with a reason, ask for corrections and export a list.
Read guideRegister for recruitment
Find your school office's or council's cycle, fill in the form, choose who sees your profile and follow your status.
Read guideAdd shared students to chapter recruitment
See students who shared with your chapter from a school office or council cycle, and add them to a recruitment cycle once.
Read guideMembers & programs
Manage members and lifecycle statuses
Maintain the roster from new member through active, inactive, withdrawn, and alumni states.
Read guideImport members and chapter records
Validate a spreadsheet, review matches, and commit records transactionally.
Read guideEducation, teaching and program progress
Build curriculum, teach live, assign quizzes and track private chapter learning.
Read guideUse Tasks / Assignments
Create recurring or one-time assignments, submit proof, and complete a review cycle.
Read guideUnderstand participation points
See approved attendance and task points, corrections, and an optional leaderboard.
Read guideConfigure custom member fields and academic terms
Add validated chapter fields, control visibility, and keep term roster history.
Read guideUse the alumni directory
Opt into alumni visibility and control contact preferences.
Read guideEvents & participation
Create events and recurring series
Schedule one-time or repeating activities with audiences, capacity, guests, and chapter-time-zone rules.
Read guideRSVP, waitlists, and named guests
Respond to an activity, add permitted guests, and manage guest check-in.
Read guideCheck in with a QR code or PIN
Use the event's current code during the allowed window and record enough attended time.
Read guideManage attendance, excuses, and corrections
Operate check-in, review exceptions, and correct records with a retained reason.
Read guideSubscribe to the chapter calendar
Add a private, revocable calendar feed to a calendar app.
Read guideRun council events and chapter attendance
Post council events, approve chapter submissions and record which chapters attended.
Read guideCommunication & governance
Use chapter messages
Send DMs and channel messages, manage participants, retry failures, and control read state.
Read guideCreate and read announcements
Draft, target, schedule, publish, acknowledge, and archive chapter updates.
Read guideUse the shared file library
Organize private folders, upload versions, rename, archive, and download through expiring links.
Read guideCreate polls and elections
Define eligibility, ballot rules, windows, quorum, result visibility, and certification.
Read guideCast a poll or election vote
Confirm eligibility, submit one ballot, and understand changes and hidden results.
Read guideManage notification preferences
Choose available in-app and email notices without changing chapter records.
Read guideRun a school fraternity and sorority life office
Keep a community directory, connect councils and chapters, run registration if your office does, and see only what they choose to share.
Read guideSend and answer term report requests
Ask connected chapters and councils for term totals with a due date, then review answers.
Read guideRun council meetings and delegate votes
Schedule meetings, take roll call and hold one-chapter-one-vote decisions.
Read guideFinance
View charges and pay dues
Review balances, payment history, installment details, and available chapter payment methods.
Read guideOpt into or stop autopay
Give explicit consent, set a cap, pause, or permanently cancel future automatic attempts.
Read guideManage dues and payment records
Use the Finance workspace to see what is collected and owed, create charges, record external payments, review claims, import records, and run reports.
Read guideManage budgets, expenses, and reimbursements
Create budgets, review receipts, approve expenses, and record a manual reimbursement.
Read guideSubmit and track an expense
Send a reimbursement request and follow its review and payment-record status.
Read guideManage the chapter subscription
Review your chapter license term, renewal, and cancellation without mixing subscription billing with dues.
Read guideChapter administration
Set up a new chapter
Complete the approved setup checklist and create the workspace after verified payment.
Read guideManage positions, roles, and permissions
Give officers focused access without shared passwords or all-or-nothing administration.
Read guideTransfer treasurer responsibilities
Choose replacement → different admin approves → new treasurer accepts. Check Stripe access separately.
Read guideManage modules and chapter terminology
Turn optional areas on or off and adapt supported labels to chapter language.
Read guideUse Milo and the import assistant
Look up permitted records, draft content, and confirm supported actions without giving AI unsupervised access.
Read guideUnderstand acceptable use and member safety
Use configurable chapter tools without coercion, harassment, fraud, or attempts to bypass access controls.
Read guideOrganization tools
Manage an organization connection and sharing
Approve a university pilot connection, choose each shared total, and revoke access immediately.
Read guideInvite and manage organization staff
Create a scoped, single-use staff link and revoke access when responsibilities change.
Read guideCreate and adopt organization templates
Share reusable eligible event, task-list and recruitment-form starting points without overwriting chapter work.
Read guideSend organization updates and resources
Publish in-app information only to linked chapters that opted in, then review acknowledgements and replies.
Read guideJoin an existing school or council workspace
Request access to a workspace that is already open and switch between your workspaces.
Read guideManage university chapters and council assignments
Keep one institutional roster for chapters with or without Greek Central accounts.
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