Frequently Asked Questions

How do I add members to my ChapterPlan account?

You can add new users by selecting the Account button in the upper right corner of ChapterPlan. Under the User Accounts tab, you have the ability to add a new member, or to import a list with many new members.

How do I create a new event in ChapterPlan?

From the Chapter menu at the top of ChapterPlan, select the Events tab on the left. Here you can see all of the events currently scheduled in ChapterPlan and add new events using the button on the right.

How do I add resources to my ChapterPlan account?

From the Chapter menu at the top of ChapterPlan, select the Resources tab on the left. Here you can see all of the resources currently stored in ChapterPlan and add new forms, position duties, and procedures using the buttons on the right.

Can I subscribe to my ChapterPlan calendar on my smartphone?

Absolutley! From your ChapterPlan Calendar window, click on the box in the upper right that says "Subscribe and Sync" and follow the instructions.

How do I view photos in my ChapterPlan account?

To view photos, select the Chapter menu at the top of ChapterPlan and click the Photos button on the left. Here you can view all the photos in your account. Click the name of an album to view the whole album.

How do I create new Departments and Committees in ChapterPlan?

From the Chapter menu at the top of ChapterPlan, select the Departments tab on the left. From here you can create new departments and new committees, and assign members to them.

How do I find the phone number or email address of other members in my chapter?

In the Members menu at the top of ChapterPlan you can view all of your fellow members, including their pictures, email addresses, phone numbers, and more.

How do I use messages to communicate with other members, committees, or the whole Chapter?

You can create messages for committees or events and send them to people or groups that you select. Those people can comment on the messages to create message threads for your conversations.

How do I choose what I want to see on the ChapterPlan calendar?

On the ChapterPlan calendar, you can use the Calendar Legend on the right hand side of the window to turn on and off different sets of Calendar events.