Chapter system
Every member's traffic light, scored, written and delivered.
For business-network chapters that use PALMS reports. Upload the month's report; the system scores every member and writes their message. Within two days of receiving the report, we send each member theirs by email and WhatsApp.
What the leadership team does by hand every month
- Working out every member's score from the PALMS report
- Building the reminder list in a spreadsheet
- Sending messages one by one on WhatsApp
- Redesigning the member directory every time someone joins
- Making a new invitation poster for every meeting
- Taking event sign-ups on a form and matching payments by hand
How a month works — about ten minutes for the chapter
- 1 Chapter
Upload the PALMS report
Log in and choose the report — one file covering several months, or one file per month.
- 2 System
Match it to the member list
Only the few names that do not match — a new member, someone who has left — need a decision.
- 3 Chapter
Preview and approve
See the whole chapter's lights and every member's message. Nothing is sent until you approve.
- 4 Heion
We send by email and WhatsApp
Within two days of receiving the report. Every member's delivery is recorded, and the chapter gets a report when it is done.
What a member receives
Example only: the members, scores and dates are made up and come from no real chapter.
Hi David,
Here is your predicted light for September, based on records up to 31 August:
Yellow · 60 points — 10 more for green
- • Bring 1 more visitor: +5 points
- • Do 2 more one-to-ones: +5 points
- • Complete 1 more training: +5 points
Already done these? Let the green-light coordinator know. Thank you!
The chapter's score sheet
| Member | Score | Light | To next light |
|---|---|---|---|
| David Chan | 60 | Yellow | 10 points |
| Mandy Lee | 75 | Green | — |
| Kelvin Cheung | 45 | Red | 5 points |
| Jason Wong | 70 | Green | — |
What the system does
The first two are available today. The other three are built for your chapter on request, and scoped with you first. All of them use the same member list — the chapter keeps one list, not one per tool.
- 01 Available now
Monthly traffic-light update
Each member gets their own message: current score and light, and advice they can act on — such as how many more visitors add 5 points. The chapter uploads the report and approves; we send each member theirs by email and WhatsApp.
- 02 Available now
Member directory
Add seat codes, trades and photos to the member list, and the directory lays itself out by trade and seat — download it as a high-resolution image. When someone joins, update the list and the directory follows.
- 03 Built to order
Event system
Enter an event once and get the invitation poster (speakers picked from the member list, photo and trade filled in), a sign-up page for visitors with early-bird pricing and a place limit — members do not sign up, since the chapter charges a meeting fee once a quarter — payment by FPS into the chapter's own account confirmed by the chapter, and QR check-in at the door.
- 04 Built to order
Quarterly meeting dues
Members are not asked to sign up for meetings — the chapter charges a meeting fee once a quarter. Open a quarter against the member list and each member gets their own page with the amount and an FPS reference. The money goes into the chapter's own account and only the chapter marks it received; a member on leave or holding office can be waived, and who has yet to pay is one screen.
- 05 Built to order
Chapter announcements
Written by the leadership team or set up once as standing content, and sent to every member or only to some — for example red-light or new members.
Advice members can actually act on
When we rebuilt the reminders for one chapter, the hand-made spreadsheet had the scores right — but for most members, the "add this many for the next light" number was too low to reach it. Every target we give is checked against the tier it promises.
Member data stays with the chapter
The report's figures and members' contact details are used only to send that chapter's own updates, and are handled in line with Hong Kong's Personal Data (Privacy) Ordinance. We sign a data-processing agreement with the chapter before starting. Data is kept for the current six-month window, never published, never shared with another chapter, never used for marketing, and deleted on request.
Common questions
- What does the chapter do each month?
- Log in, upload the PALMS report, decide on the few names that do not match the member list, preview and approve. About ten minutes.
- Who sends the messages?
- We do, on the chapter's behalf: by email, and by WhatsApp from a number used only for your chapter. Within two days of receiving the report, and every member's delivery is recorded.
- What does the free month involve?
- Send us your latest PALMS report, your scoring table and your member list. We score the whole chapter and write every member's message; you see exactly what each member would receive before deciding whether to start.
- Do members need to install an app?
- No, and there is nothing for them to log into. Members receive an email and a WhatsApp message.
- Our chapter uses a different scoring table. Does that matter?
- No. We set your chapter's own table up before the first run.
- Can a region use it for several chapters?
- Yes. Each chapter's data is kept separate.
- Does event money go through Heion?
- No. Payment goes straight into the chapter's own account by FPS, and the chapter confirms it. FPS tells no software when money arrives, so "unpaid" means the chapter has not ticked it off yet.
Let's talk
Try one month free.
Send us your latest PALMS report and scoring table. We score the whole chapter and write every member's message — you see it before deciding whether to start.
WhatsApp +852 5438 2350Or email us directly at [email protected]
BNI and PALMS are trademarks of their respective owner. This is an independent service and is not affiliated with or endorsed by BNI.