How Ecoferral works

Short, step-by-step guides to the member portal. New to the words? See the glossary.

For chapter leaders

• Run check-in at your meetingPut the check-in screen on a laptop or TV, or set out the printed sheet, and attendance takes care of itself.
• Add or import membersAdd one member at a time, paste your whole roster, or send a join link to someone ready to apply.
• Approve new members, or invite them to visit firstWhen someone asks to join, invite them to a meeting, then approve them after the visit and your chapter's vote.
• Your chapter boardAdd your board and choose what each person can do, like approving new members.
• Monthly chapter reportsYour chapter's referrals, closed business, attendance and 1-to-1s for any month, as a PDF or a summary for the group chat.
• Chapter sponsors and sponsorshipsAdd a local sponsor, see where they're shown and how many people saw them, and sell sponsorships online.
• Your chapter websiteEdit your chapter's public website; members, meeting details and open seats keep themselves up to date.