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Referral Institute

How to Use BNI Connect

Reference Guides for Members

Entering and Editing Your Personal Profile

 

Reference Guides for Leadership Teams

- Entering and Editing PALMS Data in BNI Connect
- Entering and Printing the Speakers Report in BNI Connect
- Printing the Chapter Roster Report
- Printing the Meeting Notes Report
- Printing the VP Report
- Using the Meeting Notes Report to build an Ask Sheet In BNI Connect

Videos
To view the videos, click on the play button.To view them in a larger format - or if the sound is scratchy - click on the YouTube button in the bottom right corner of the video.
Members 
 
Vice President 
Print Summary PALMS Report How to Enter PALMS
 
Member Training Report  
 
Secretary/Treasurer
Print Dues Report Enter Speakers Report
   
Setting Up Your Chapter Website

For additional support and training materials, please visit the BNI Connect Support Site.