Club Resources

Listed are hyperlinks and descriptions of documents available to club officers and members. Please feel free to click and download.

E-Books:

Club President EBook

- for club presidents and vice presidents; updated bi-annually.

Club Secretary EBook

- for club secretaries; updated bi-annually.

Club Treasurer EBook

- for club treasurers and board members; updated bi-annually.

Club Membership Chair EBook

- for club membership chairs and board members; updated bi-annually.

Club Service Chair EBook

- for club service chairs and board memberss; updated bi-annually.

Club Marketing Communications EBook

- for club marketing, public relations or communications chairs, and board members; updated bi-annually.

The new Lion Portal is built on Salesforce, an industry-leading platform used by more than 150,000 organizations, including 40,000 nonprofits. The Portal will have all the same features and functionality available with separate tools, but with a more consistent and efficient experience. Learn more at lionsclubs.org/portal-updates

View Reports

This guide provides a step-by-step process for accessing and viewing reports in the Lion Portal, making it easier for users to manage club data effectively By following the outlined steps, users can quickly generate and download reports in various formats, including Excel and PDF. Utilizing this guide can enhance your understanding of club performance and streamline reporting tasks. It’s a valuable resource for anyone looking to optimize their clubs operations.

Add a Club Member

This guide is essential for anyone involved in managing club memberships, specifically for adding new full dues-paying Lion members. It provides clear, step-by-step instructions for the process, including creating a unique Member ID that tracks an individual’s membership history. By following this guide, users can efficiently navigate the Lion Portal and ensure accurate member records, which is crucial for maintaining club organization and communication. Overall, it streamlines the membership addition process, making it easier for club administrators to manage their members effectively.

Edit Member, Change Membership Type

This guide provides a comprehensive walkthrough for club administrators on how to update a member’s membership type within the Lion Portal. It emphasizes the importance of accurately managing membership types, which can affect eligibility for delegate counts and re-instatement. By following this guide, users can ensure they maintain updated records and comply with Lions International regulations, ultimately enhancing the efficiency of club management.

Export Data

This guide provides a straightforward method for exporting essential member and service activity data from the Lion Portal, making it a valuable resource for club leaders and administrators. By following the steps outlined, users can easily access and manipulate important information regarding club members and their activities, which can aid in reporting and analysis. The guide also offers tips for optimizing data compatibility with various spreadsheet programs, ensuring users can effectively utilize the exported data. Viewing this guide will enhance the efficiency of data management within clubs.

Get Membership Cards

This guide provides a streamlined process for club leaders to efficiently obtain membership cards through the Lion Portal. By following the outlined steps, users can quickly select members and customize their card formatting, ensuring a hassle-free experience. It is an essential resource for anyone looking to manage club memberships effectively and save time in the administrative process.

Drop A Member

This guide provides a straightforward process for club administrators to drop a member efficiently while ensuring that all necessary steps are followed. It highlights the implications of dropping a primary member, particularly regarding other memberships, and emphasizes the importance of recording a reason for the drop. By following this guide, users can manage club memberships accurately and maintain proper records within the Lion Portal. Overall, it’s an essential tool for effective club management.

Edit a Member, Reinstate Member

This guide provides a step-by-step process for reinstating club members, making it essential for club administrators looking to efficiently manage membership changes. It outlines procedures for reinstating members both within and outside the designated reinstatement period, ensuring clarity on requirements, such as the need for a sponsor when applicable. With clear instructions and visual cues, this guide simplifies the reinstatement process, helping clubs maintain active participation engagement among their members.

Edit Club Details

This guide provides a straightforward process for updating your club’s details on the Lion Portal, ensuring that your information is current and accessible. By following the steps outlined, you can easily edit essential aspects such as club type, description, and meeting information, enhancing visibility and engagement. Utilizing this guide helps maintain an organized and informative presence for your club, which is crucial for attracting new members and keeping existing ones informed.

Edit Member Data

This guide is essential for Club Officers, as it provides a straightforward process for updating member information in the Lion Portal. It outlines the necessary permissions, step-by-step instructions for editing personal and contact details, and highlights important tips, such as the limited time frame for changing a membership sponsor. By following this guide, Club Officers can efficiently manage member data, ensuring accurate records and effective club administration.

View Club Officers

This guide provides a straightforward method for club members to access information about their officers through the Lion Portal. It outlines the steps to view current, past, and upcoming officers, along with their contact details. By following this guide, members can easily connect with their club leadership, enhancing communication and engagement within the organization. It is a valuable resource for anyone looking to familiarize themselves with their club’s structure and key contacts.

Transfer a Member

This guide provides a step-by-step process for transferring a member from one club to another using the Lion Portal, ensuring a seamless transition while maintaining accurate membership records. It clarifies the responsibilities of the current and new club officers, helping users understand the necessary actions required from both parties. By following this guide, club administrators can efficiently manage membership changes, enhancing organizational effectiveness and member satisfaction.

Copy A Service Activity

This guide provides a straightforward method for copying a Service Activity in the Lion Portal, making it easier to replicate and manage your service initiatives. It outlines important details such as the automatic draft status and the need to update key information like dates and titles, ensuring users can efficiently customize the copied activity. By following the steps in this guide, users can streamline their service activity management while being aware of critical limitations, such as the absence of images in the copied entries. Overall, this resource is essential for anyone looking to enhance their productivity and organization in managing service activities.

Service Activities: Full Walk-Through Quick Guide

This guide provides a comprehensive overview of creating and reporting Service Activities, particularly for fundraising and community service projects. It details essential data fields, roles responsible for reporting, and step-by-step instructions for using the Lion Portal effectively. By following this guide, users can efficiently manage their service projects, ensuring all necessary metrics are captured and reported accurately, promoting accountability and transparency within their clubs.

Service Activities: Create, Report, Copy an Activity

This guide is essential for anyone looking to efficiently manage activities within the Lion Portal. It provides step-by-step instructions on creating, reporting, and copying service activities, specifically focusing on meetings, which now have their own reporting metrics. By following this guide, users can streamline their process, ensuring accurate data entry and effective tracking of volunteer efforts. Additionally, the tips included enhance usability, making it easier to navigate and manage activities effectively.

Service Activities: Upload, View, Manage Images

This guide offers a comprehensive overview of how to efficiently upload, manage, view, download, and delete images related to service activities within the Lion Portal. With new features allowing for multiple image uploads and easy navigation through an image gallery, users can enhance their experience and streamline their image management process. It’s an essential resource for anyone looking to optimize their use of the portal and ensure their service activities are visually documented. By following this guide, users will save time and improve their engagement with club activities.

Club Page: Explore Page & Tabs

This guide offers a comprehensive overview of the “My Club” landing page, detailing its structure and functionality for effective navigation. It highlights how to access essential club information through various tabs, including details on meetings, financial statements, and service activities, while tailoring options based on assigned Officer Titles. By following this guide, users can maximize their experience on the Lion Portal, enhancing their engagement and management of club-related tasks.

Club Actions: Create a Club Branch

This guide is essential for anyone looking to establish a Branch Club through the Lion Portal, providing a step-by-step process that ensures all necessary requirements are met. It highlights key roles needed, such as the Branch Liaison and Club Officers, while also guiding users through the submission and approval process. Additionally, the guide outlines how to manage and view the Branch Club once it is created, making it a comprehensive resource for effective club organization. By following this guide, users can efficiently navigate the creation and management of their Branch Club, enhancing their club’s outreach and impact.

Manage Club Members: Add a Student Member

This guide provides a step-by-step process for efficiently adding a student member to a club through the Lion Portal. It simplifies the often complex membership management task, ensuring that users can complete the process smoothly and accurately. By following this guide, users can save time and avoid potential errors, making club administration more effective. It is an essential resource for anyone responsible for managing club memberships.

Manage Club Officers: End Officer Assignment

This guide provides essential instructions for club leaders on how to effectively end officer assignments within the Lion Portal, streamlining the management process. It highlights the necessary permissions required and offers a straightforward, step-by-step approach to ensure a smooth transition when ending assignments. By following this guide, users can easily navigate the portal and maintain accurate records of club officers, promoting better organizational efficiency.

Manage Club Officers: Create a New Assignment

This guide is essential for anyone involved in managing club officers within the Lions International framework, streamlining the process of assigning roles at various organizational levels. It provides clear instructions on how to effectively use the Lion Portal to assign club officers, ensuring that all necessary positions are filled for smooth club operations. Additionally, the guide emphasizes the importance of proper title permissions and offers tips for efficient management, making it a valuable resource for leaders within the Lions community. By following this guide, users can enhance their club’s leadership structure and ensure compliance with organizational requirements.