How it works

From sign-up to approved minutes

Watch the short walkthrough, then set up your board in a few minutes.

A walkthrough video is coming soon.

1. Create your school

Add your school name and logo, agree to the subscription, and you become the board administrator.

2. Invite your board

Add trustees, school leadership and guests with their board position. Everyone receives an email invitation with a secure link.

3. Set permissions

The administrator decides who can build agendas, create motions, vote, add calendar events, post announcements and upload documents.

4. Schedule and run meetings

Publish the calendar, build the agenda with attachments, track attendance and quorum, and send the packet to the board.

5. Move, second and vote

Motions are made, seconded, then opened by the chair for an electronic vote affirmed by typed signature.

6. Approve and archive minutes

Minutes go out for board approval. Once adopted they lock as a PDF and file by date in the permanent archive.