Welcome to our TroopMaster 'How To' Videos.

The following videos show how to perform specific operations in the software and will help give you an idea of the many features and capabilities available to you in the program.

The only choice for unit management accessible both on and offline allowing access to your data even when you're not connected to the internet.

General Operation


Importing Data From TroopMaster

Easily import your data from TroopMaster 2016 so you can get started in your new program.


Import Data From Scoutbook

Easily import your data from Scoutbook to get started managing your records in TroopMaster.


General Program Settings

Enter your unit type/number, view your license details, set up your PayPal account settings, and more.


User Accounts/Passwords

Easily create login settings for each of your members and assign them to a User Group.


User Group Permissions

Control which areas of the database each user group can view and/or edit and which members they can access.


Quick Data Entry

Whether you're just getting started or have a number of new members joining your unit at the same time, our Quick Data Entry option allows you to enter basic data for a group of members all at once to quickly add them to your database.


Email

Easily stay in contact with your unit through email.


Email Groups

Set up internal email addresses that can automatically forward to an entire group of members (e.g., selected unit leaders, specific patrol, etc.)


Mobile App

Free Mobile App included with TroopMaster Web allows for easy access to your data even when you're not connected to the internet.


Fundraisers

Detailed tracking of fundraiser sales and payment collections.


Custom Filters

Detailed tracking of fundraiser sales and payment collections.


Full Data Entry Log

Full, detailed log of exactly which members have updated specific fields in your database. Helps ensure more accurate data entry.


LDS Units

Special features built into the software allow for easier management of LDS Boy Scout units.


Transfer Members To Another Unit

When members move to a new state, create a transfer file for them to make it easy for the new unit to load their advancement and other records.


Receive Members From Another Unit

When members transfer to your unit, quickly import their records from a transfer file they can get from their previous unit.


Scouts


Patrols

Define patrols and assign your scouts.


Scout Management

Details on your scouts' Personal Data, Medical/Emergency Contact, Parents, Vehicles, Order of Arrow, and more!


Scout Advancement

Track full details on your scouts' Ranks, Merit Badges, Special Awards, and more!


Varsity, Venturing, and Sea Scouts

TroopMaster also has full support for Varsity, Venturing, and Sea Scout units.


Court of Honor (with printed Award Cards)

Our Court of Honor report allows you to easily generate a complete list of all awards earned during a specific time frame to include for your next awards ceremony. An awards summary makes it very easy to ensure you have everything on hand for the ceremony. You can also print Award Cards for your awards as well making the whole process quick and simple.


Define Scout Awards

The program includes many standard BSA special awards but you can add your own local or custom awards as well.


Define Scout Leadership

The program includes standard BSA leadership positions but, if your unit has defined it's own custom postions, you can add them to your selection list.


Define Scout Training

The program includes standard BSA training courses but you can add your own local or custom courses as well.


Scout Custom Fields

Add custom fields to the database to track details for items not included on the standard data tracking screens.


Group Credit


Promote to Next Grade

Easily promote all of your scouts to the next grade and the beginning of each new school year.


Group Credit Awards, Training, and Swimming Levels

Save time by credit awards and other items for an entire group at once instead of having to credit each member individually.


Unit Elections/Group Scout Leadership

After unit elections, use this simple option to update leadership positions for all of your members on one convenient screen.


Adults


Adult Management

Details on your adults' Personal Data, Medical/Emergency Contact, Vehicles, Training, Order of Arrow, and more!


Adult Training

Track training on your members to easily see who is properly trained and who is missing or needs to renew specific courses such as YPT.


Group Credit Awards, Training, and Swimming Levels

Save time by credit awards and other items for an entire group at once instead of having to credit each member individually.


Define Adult Awards

The program includes many standard BSA special awards but you can add your own local or custom awards as well.


Define Adult Leadership

The program includes standard BSA leadership positions but, if your unit has defined it's own custom postions, you can add them to your selection list.


Define Adult Training

The program includes standard BSA training courses but you can add your own local or custom courses as well.


Adult Custom Fields

Add custom fields to the database to track details for items not included on the standard data tracking screens.


Merit Badge Counselors


MBC Management

Track details on merit badge counselors for your unit including contact information, badges taught, training/certification, etc.


Points of Contact


POC Management

Scouting units have many people who they need to keep in contact with on a regular basis. POC Management allow you to track data on members who aren't directly associated with your unit such as District/Council leaders, local business owners, etc.


Activities


Activity Management

Edit and manage activities and events for your unit.


Activity Calendar

Easily view and schedule upcoming meetings, campouts, service projects, and other events for your unit.


Recurring Activities

Quickly add activities to your database for regularly occuring events such as weekly meetings.


Individual Activity

Edit activity, attendance, and other details on your unit's activities.


Prior Service/Totals

Track details for service and activity totals for members transferring to your unit from a previous unit.


Define Activity Levels

Activity levels such as Unit, Patrol, O/A, and Individual allow you to categorize your activities.


Define Activity Types

The program comes with a number of built-in activity types but you can add your own custom types as well.


Activity - Credit Toward

Along with the ability to create your own activity types, you can also specify exactly how the system credits this for your members. Credit toward Second/First Class, Camping, Hiking, Service, etc. can all be specified for each activity.


Subscribe to Calendar

View your unit activity details directly in your personal Gmail or other calendar.


Activity Registration

Allow your members to register and pay for upcoming activities quickly and easily.


PayPal Payments

Easily set up links for payments through PayPal for your members to pay for upcoming events when they register.


Permission Slips

Create custom permission slips for your upcoming activities.


Activity - Bulk Delete

Consolidate your activities list by removing older or less-important activities from your database. Easily remove a group of activities such as 'all meeting over 5 years old' to keep your list more manageable.


Unit Website


Custom Website

Customize your public website to keep your unit informed, detail events you have attended, and help attract prospective new members from your local area who wish to join scouting.


Weekly Newsletter

Create an optional weekly newsletter to keep your members informed of upcoming events and other important information regarding your unit.