Help

Getting started

Create an account, verify your email from the link we send, then create your first board from Boards. Set the board’s timezone, fiscal year end, and quorum rule in board settings — the compliance calendar is seeded from the fiscal year end automatically, and the quorum indicator uses the rule. Your home page, My Report, shows meetings, packets, minutes awaiting your comment, consents, disclosures, deadlines, and tasks across every board you serve on; each board page lists its own next steps.

Inviting members

From the board directory, choose Invite, enter an email, and pick a role: officer (runs meetings, packets, and minutes), staff (votes and comments), or guest (view only, excluded from closed sessions). The invitee receives a single-use link that creates or connects their account. Owners can add officer titles, committee seats, and term dates afterwards, and can make any member an additional owner. The Individual plan does not allow additional members.

Syncing to your calendar

Open Calendar and choose Sync to Apple or Google Calendar. Turn on sync once, then tap Add to Apple Calendar on an iPhone, iPad, or Mac, or Add to Google Calendar on a computer (Google’s phone app cannot add a calendar by link, but shows one added on the web). Every meeting, board event, and compliance deadline from all of your boards then appears in your own calendar and stays updated. Each meeting’s block uses the duration chosen when it was scheduled — one hour unless the officer picked something else. The link is private to you; reset it from the same panel if it ever leaks. Board owners can also create a shared, board-wide link in board settings for a church or office calendar.

Recording and minutes

On the meeting page, a board owner or the secretary (or any officer, if the owner allows it in board settings) chooses Record to capture audio in the browser (pause and resume as needed), or Upload audio for a Zoom, Teams, or phone recording. Audio is transcribed and then deleted; only the text transcript is kept. The same people can paste or upload a transcript. Any officer can then choose Draft minutes to produce a draft with attendance, motions, votes, action items, and discussion summaries. The secretary edits it (every save is a version), can circulate it for comment, approves it — optionally recording the approving motion at a later meeting — and then signs on lock, which freezes the minutes with a SHA-256 content hash. The minutes PDF is rendered from the locked record whenever it is downloaded, and the minutes page re-checks the hash each time it is opened. Nothing is official until a person approves it.

Motions, resolutions, and consents

Record motions with mover, seconder, and tally during the meeting; adopted motions become auto-numbered resolutions in the board’s resolution index. Between meetings, circulate a written consent and members sign with one click; it closes when the threshold is met.

Packets

Add agenda items to a meeting and attach documents to each. Publish packet merges them into one PDF with a cover and table of contents — PDFs as they are, Word and text files as text pages, images as full pages — notifies members, and tracks who has opened it. Anything that could not be merged is listed on the agenda page for download. Publishing again after changes creates a new version.

Documents, email-in, and the Assistant

Upload to the governance vault or a custom folder; files are classified automatically and keep version history and comments. Scanned PDFs (no text layer) are transcribed by OCR within the hour, up to 200 pages per file, so search and the Assistant can read them; the Files page shows “OCR queued” and then “Text recovered by OCR”. Every board has an email-in address (in board settings) — forward an attachment and it is filed for you. Search covers keywords and meaning, and the Assistant answers questions from documents, approved minutes, and transcripts with citations, limited to what you are allowed to see.

Billing

Every board is free for six months. After that, choose Individual ($29/month, one organizer) or Institutional ($249/month or $2,500/year, unlimited members) from board settings. Manage cards, invoices, plan changes, and cancellation in the billing portal. If a card fails you keep full access for 14 days while it is retried; if the trial ends without a plan, everything stays viewable and exportable — only new content pauses.

Data export and deletion

Owners can download the whole board as a ZIP from board settings: every current document, every transcript, each set of minutes as PDF (once approved), Markdown, and JSON, plus CSV files of motions, members, meetings, the compliance calendar, and the audit log. The board can be deleted from the same page. You can delete your own account in Settings. Deletions enter a 30-day hold during which they can be reversed, then are permanently erased.

Security

Turn on two-factor authentication in Settings and keep your recovery codes somewhere safe. Access is enforced by role on every request, closed sessions exclude guests everywhere, documents are served through short-lived authorized links, and sensitive actions are recorded in the audit log. Read the Privacy Policy for what we store and for how long, and check status if something seems down.

Contact

Support: support@boardreporter.com. Privacy requests: privacy@boardreporter.com.