How it works
What happens, step by step.
The same five steps, every meeting — and the app guides you through each one.
Watch the tour
The whole journey, in sixty seconds.
Before the step-by-step below, here is the calm path from setup to signed-off minutes — all in one place.
Free to get started · works on your iPad or computer · no password to remember.
First, a one-off setup
Set your charity up once — it takes a few minutes.
Type your charity’s name and — if your charity’s on the Charity Commission register — we’ll pull in your details and trustees for you. Then invite your trustees: they join with one tap, no accounts or passwords. That’s the setup done. From here, it’s the same five steps every meeting.
Plan & share
YouSet the meeting and send the pack.
Pick a date, start from a sensible agenda, and attach each paper to the item it belongs to. Then send the pack to everyone with one tap.
June board meeting
Tuesday 17 June · 7:00pm · Chaired by Margaret Holloway
Prepare
Between meetingsEveryone gets ready, in good time.
Each trustee gets a gentle nudge with exactly what to read, and when — once, and only if something needs them. Never a last-minute scramble.
From Trustee Meetings
Before Tuesday’s meeting
Hello Margaret — there are two papers to read before the meeting. That’s everything that needs you, and it takes about ten minutes.
We’ll only write again if something changes.
Meet & decide
TogetherWho’s here, what’s declared, what’s decided.
On the day, record who’s present, note any declarations of interest, and capture the decisions as you go.
June board meeting
Tuesday 17 June · 7:00pm
Minutes
Next meetingWritten up, shared, and approved.
The minutes are drafted, shared with the whole board, and formally approved at the next meeting — the record the Charity Commission expects.
June minutes
Approved by the boardThe board approved the updated reserves policy.
Action log updated
James — circulate the reserves figure · 30 June
Sarah — book the lighting repair · 14 July
Actions
Between meetingsThe to-do list that carries itself forward.
Every action is logged with an owner and a date, carried forward to the next meeting, with a gentle reminder before anything is due.
Action log
↻ Round again
Minutes, actions and decisions all carry forward to the next meeting — so nothing is lost, and no one has to hold it all in their head.
Running under every step
Charity Commission guidance, the whole way through.
It isn’t a separate rulebook to remember. Plain-English help and the official guidance sit beside the work at every stage. Each step tells you exactly what to do next — there’s nothing to remember.
On the agenda
5. Reserves policy
In plain English
The money your charity sets aside so it can keep running if income dips. The Charity Commission asks every charity to have a policy on it.
Read the official guidance →
And it all stays
When trustees change, the knowledge stays.
Every agenda, paper, decision and set of minutes is kept safely in one place — so when a trustee moves on, your charity’s history doesn’t leave with them.
Five steps. One place. Guided all the way.
More time for the cause. Less time on the admin.
See it with your own charity’s name on itFree until you’ve run your first board meeting. No card needed.