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Find the shortest path to your next task. Search by question, choose your role, or browse a Board Ripple workspace topic.

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How-to guides

13 guides

Getting started

Create a new organization workspace

Start a clean Board Ripple workspace for a PTA, PTO, booster club, or similar group.

President
Treasurer
Show the steps
  1. 1Create your account and confirm your email address.
  2. 2Choose President, Treasurer, or President & Treasurer during onboarding.
  3. 3Enter the organization and school information, then review possible matches to avoid duplicates.
  4. 4Create the workspace and continue to your personalized dashboard checklist.
Create account

Getting started

Join an existing organization

Find your organization, request access, and wait for a board leader to approve you.

President
Treasurer
Board Member
Staff
Volunteer
Show the steps
  1. 1Open Find your organization and search by the organization or school name.
  2. 2Create or sign in to your account, then submit a request to join.
  3. 3The request starts as Volunteer access so no leadership permission is granted automatically.
  4. 4After approval, a President can assign the appropriate board or staff role.
Find your organization

Meetings

Schedule a board meeting

Create the meeting record that will hold invitations, the meeting book, motions, and minutes.

President
Treasurer
Board Member
Show the steps
  1. 1Open Meetings and select Schedule meeting.
  2. 2Enter the title, date and time, duration, and location or virtual link.
  3. 3Choose whether the audience is the board or all active members.
  4. 4Add the starting agenda and save the meeting.
Open Meetings

Meetings

Build and publish a meeting book

Combine the agenda, reports, budget information, and attachments into one board packet.

President
Treasurer
Board Member
Show the steps
  1. 1Open the meeting and go to its meeting-book builder.
  2. 2Add sections, assign owners, and attach or import the supporting information.
  3. 3Preview the book and confirm the sections are ordered correctly.
  4. 4Select Publish meeting book when it is ready for attendees.
Open Meetings

Meetings

Prepare and publish meeting minutes

Create the official meeting record and make finalized minutes available in the Resource Center.

President
Treasurer
Board Member
Show the steps
  1. 1Open the completed meeting and select Generate minutes draft.
  2. 2Review attendance, motions, decisions, action items, and the written narrative.
  3. 3Correct the draft and complete your board's approval process.
  4. 4Publish the minutes; finalized minutes will appear in the Resource Center.
Open Meetings

Budget & reimbursements

Open a fiscal year

Create the active school-year budget period before adding budget lines or transactions.

President
Treasurer
Show the steps
  1. 1Open Budget and select the option to create a budget year.
  2. 2Confirm the year label, start date, end date, and opening balance.
  3. 3Save the year and make sure it is the active year in the year switcher.
  4. 4Continue to Budget Lines to enter or import the approved budget.
Open Budget

Budget & reimbursements

Add the approved budget

Enter planned income and expenses so the board can monitor actual results against the plan.

President
Treasurer
Show the steps
  1. 1Open Budget and choose the active fiscal year.
  2. 2Go to Budget Lines.
  3. 3Add each planned income or expense line using whole-dollar or cents-safe amounts.
  4. 4Review the overview and variance views before presenting the budget to the board.
Manage budget lines

Budget & reimbursements

Import bank transactions

Bring transactions into the active fiscal year using a connected bank or supported file import.

President
Treasurer
Show the steps
  1. 1Open Budget, select the active fiscal year, and choose Bank Import.
  2. 2Choose the connected-bank or file-import path available to your organization.
  3. 3Review the transactions before importing and exclude anything that does not belong.
  4. 4After import, open Transactions to categorize and reconcile the activity.
Open Bank Import

Budget & reimbursements

Submit a reimbursement request

Request repayment for an approved organization expense and attach the receipt.

President
Treasurer
Board Member
Staff
Volunteer
Show the steps
  1. 1Open Reimbursements and select Submit reimbursement.
  2. 2Enter the vendor, date, amount, and related event when applicable.
  3. 3Attach a clear receipt that does not contain unnecessary sensitive information.
  4. 4Submit the request and return later to see whether it is approved, rejected, or paid.
Submit reimbursement

Members & access

Approve a member and assign their role

Review a join request before granting board, staff, or volunteer access.

President
Treasurer
Show the steps
  1. 1Ask the person to find your organization and submit a join request.
  2. 2Open Members and review the name, email, message, and requested organization.
  3. 3Approve only people you recognize and expect to join.
  4. 4Assign the minimum board or staff role they need; the change is audited.
Manage members

Resources & records

Find archived meeting books and minutes

Open the official published record without reopening the editable meeting workspace.

President
Treasurer
Board Member
Staff
Volunteer
Show the steps
  1. 1Open the Resource Center.
  2. 2Choose the meeting books or minutes view and locate the meeting by title or date.
  3. 3Select View minutes to open the archived minutes record.
  4. 4Use Meetings only when you need the live meeting workspace and have permission to access it.
Open Resource Center

Security & handoff

Set up multi-factor authentication

Protect leadership, financial, role, billing, and export actions with an authenticator app.

President
Treasurer
Show the steps
  1. 1Open Settings, then Security.
  2. 2Start authenticator enrollment and scan the QR code with a TOTP-compatible app.
  3. 3Enter the current six-digit code to verify enrollment.
  4. 4Use a fresh authenticator code whenever Board Ripple requires an AAL2 session.
Open Security settings

Security & handoff

Transfer the President role

Hand leadership to another active member without leaving the organization without a President.

President
Show the steps
  1. 1Make sure the incoming President is already an active organization member.
  2. 2Open Settings and find Transfer Presidency.
  3. 3Choose the incoming President and review the confirmation carefully.
  4. 4Complete the transfer, then review the Board Handoff workspace together.
Open Settings

Quick answers

Frequently asked questions

Permissions and terminology are explained plainly. Open a guide above when you need the exact steps.

Still need help?

Email hello@boardripple.com. Include what you were trying to do, what happened, the page URL, approximate time, device, browser, and a redacted screenshot when useful.

Do not email passwords, a verification code, full bank-account numbers, or unredacted sensitive documents. Support will never ask for them.
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