ROADMAP
We continue to improve the member and admin experience every day by implementing features requested by our customers.


Updates in Progress for Administrators

v8 Home Page
  • New optional multiple column layout for Bulletins DONE
  • Menus for Upcoming vs Chapter Year DONE
  • Menus for Virtual vs. In-Person events DONE
v8 Groups Editor
  • Create custom groups
  • Add/edit text to top of all group pages
v8 Bulletin Editor
  • Updated user interface DONE
  • Select single or multiple column layout DONE
  • Dynamic monthly member birthdays feature
v8 Event Calendar
  • Access archive of learning theme mastheads and officer messages
  • Separate Virtual vs. In-Person events DONE
v8 Event Editor
  • Designate options for individual or for all invited
  • Set deposit amount for an event with full amount due by date
  • Set display event only to those invited option
  • Additional customizations cancellation policy per event
  • Invite by gender and custom groups, including forums and divisions
  • Create unlimited options
  • Create unlimited selections within each option type
  • Prioritize options within a selection
  • Create Q & A open field response option
  • Deploy RSVP maybe/tentative option
  • Add multiple resource links to events
  • Attach multiple files to events
  • Create event evaluation/survey integration
  • Set up user pay fee payments to accept credit card and e-check payments using new payment processor, no longer limited to US banks only, available globally
  • Build-A-Banner - design banners in the event editor
  • Invite by divisions/cities to events DONE
  • Designate time zone for event DONE
v8 Event Reports
  • View/Export/Print master attendance report
  • Export event attendee names and company for badges
  • Add non-member attendees directly to report
  • RSVP for multiple members more efficiently
v8 Member Editor
  • Select from expanded custom titled member types: prospects, honorary members + more
  • Education, clubs and languages
  • Enter notes to profile for admin viewing only
  • Forum Training added to profile
  • Dietary allergies & restrictions, transferred to event report
  • Expanded customizable other fields
  • Special needs section
  • Upload member biographies as PDF file or link to video DONE
  • New Company selection menus – Business Category and Type of Business
  • Separated Assistant first and last names
  • On-site messaging to individual member
v8 Email Editor
  • Schedule email by date/time
  • Select targeted recipients by never accessed website or mobile
  • View email opened report
v8 Mobile Web App
  • Separate tabs for past events, upcoming, virtual
Print & Export Member Directory
  • For sites with two member types, select both member types for print or export in one file
NEW Board Meeting Editor and Calendar Manager
NEW Chapter Dues Editor

Updates in Progress for Members

v8 Mobile Web App
  • Add link to YPO Connect DONE
  • Add link to ChapterPRO User Guide DONE
  • Select to view upcoming events or full year events DONE
  • View Bulletins DONE
  • Separate tabs for past events, upcoming, virtual DONE
v8 Home Page
  • View announcements to individual member by administrator
  • View member birthdays in Bulletins
  • Menus for Upcoming vs Chapter Year DONE
  • Menus for Virtual vs. In-Person events DONE
v8 Event Calendar
  • Access archive of learning theme mastheads and officer messages
  • Separate Virtual vs. In-Person events DONE
v8 Event Page
  • RSVP maybe/tentative
  • Pay user-pay fees via e-check, credit card using easier payment processor
  • Prioritize selections from options
  • Answer open ended questions
  • Select reason for not attending
  • View members not attending list
v8 Member Profiles
  • Forum displayed on profile
v8 Member Editor
  • Add extended family members
  • Enter dietary requirements, integrated with events
  • Enter education, clubs, languages
  • Specify special needs
  • Set preferred email address & do not email option
  • Set preference to display residence information
  • Upload PDF or video biographies
Print & Export Member Directory
  • For sites with two member types, select both member types for print or export in one file
Log in
  • Two Factor Authentication log in available DONE
I tell everyone, ChapterPRO is the most user friendly software I have ever used and I genuinely mean that – you guys have something really special.
Amanda Lampuri
Chapter Administrator, YPO Washington DC
Established 2009 + over 25 years experience working for YPO chapters.
We know YPO!
2019-2020 Chapter Year Upgrades
Admin Guides
v8 Home Page
  • Updated page design
  • View RSVP status to all events in one place
  • Customize view for events list
v8 Officers Page
  • Updated page design
  • Set default to display or hide member photos
v8 Groups Editor
  • Set default to display or hide photos
  • Updated page design
  • Updated icons
  • Create new item from the Archive list
  • Sort Archive by latest post date or alphabetically
  • Sort Archive by Online only, Offline only, or Online & Offline
  • Search items titles by keyword
  • Take online/offline while viewing article
  • Go to editor from item view
  • Brief description added to item view
  • v8 Event Calendar
    • Updated page design
    • Search by event title, select by event date, filter events by invitees or event type
    • View event summary display includes RSVP status, fees due and payment button
    • View summary or expand to view event details
    • View sponsor ads displayed and linked to websites
    • Set default filtered view to: upcoming event or year
    • Set default view to summary or list view
    v8 Event Editor
    • Updated user interface
    • Add “Alert” field for bold red text on Event Page
    • Expanded Agenda fields for improved formatting
    • Designate filter/tags for easy searching by event types
    • Set attendance limit with integrated waitlist
    • Set any option as required or optional response
    • Added titles to Option sections
    • Expanded options fields – two multiple choice and two single choice sections each supporting up to 10 selections
    • Increase option description character limit
    • Set any option as required or optional response
    • Close an individual option in the list of options for an event
    • Designate an event as Virtual or Physical
    • Create offsite registration link for Virtual events
    • Close an individual option in the list of options for an event
    v8 Event Reports
    • Updated report design and filters
    • Separated spouse, children and other attendee names
    • Waitlist report
    • Waiver of Liability Report
    v8 Email Editor
    • Insert Waiver of Liability
    For Members
    v8 Mobile Web App
    • RSVP status on calendar screen and RSVP tab
    • Updated design including larger text
    • View photos on Officers and Forums pages
    • RSVP status on calendar and RSVP tab
    v8 Home Page
    • Updated Page Design
    • View RSVP status and fees for all events in one place
    • Customize Upcoming Events view by list, summary or details
    v8 Officers Page
    • Updated page design includes photos
    v8 Forums Page
    • Updated page design includes photos
    v8 News and v8 Marketplace
    • Updated page design
    • Updated icons
    • Sort Archive by latest post date or alphabetically
    • Search item titles by keyword
    • Brief description added to item view
    v8 Event Calendar
    • Updated page design
    • Search by event title, select by event date
    • Filter events by member type or event type
    • Display list and summary views chronologically or alphabetically
    • Select to display events in list or summary views
    • View event list includes RSVP status icon and Fees due icon
    • View event summary display includes event banners; RSVP status, fees due, number of attendees, and payment tabs
    • View sponsor ads displayed and linked to websites
    v8 Event Page
    • Updated page design
    • RSVP status and Fees Due icons
    • Detailed Agenda for easy reading
    • Register for limited attendance events waitlist
    • RSVP to multi-day events with multiple activities per day
    • Identify events as Virtual or In-Person
    v8 Member Profiles
    • Updated page design
    2018-2019 Chapter Year Upgrades
    Admin Guides
    v8 Site Access Report
    • Filter report by member type and spouses
    • Search by first or last name
    • View alphabetically, or by last website, or last mobile date/time
    • View last website and last mobile on same page
    • Report summary
    • Print any report
    v8 Email Editor
    • Updated user interface
    • Select sender name and email - member, spouse or admin
    • Send email OR cc/bcc to children, spouse/partner assistants
    • Select recipients by member type, event, division, forums, officers, directory, non-member
    • Send email to forum moderators only
    • View all recipient names in same screen, uncheck individuals as needed
    • Names with missing email addresses identified in red before sending
    • Select event by menu in alphabetical order, or by calendar date, invitee information displayed
    • Send to event invitees, attendees, or non-responders, to members and/or spouses/partners based on individual responses
    • Updated toolbar editor
    • Attach .vcf contact cards
    Text Editor
    • Send text messages from admin to recipients by: member type, event, division, forums, officers, directory, non-member
    • Insert link to events
    • Send to event invitees, attendees or non-responders
    Contact Preferences Editor
    • Set preferred email addresses and text cell numbers for members, spouses/partners, children, assistants
    Event Reports
    • Spouse last names added to Export to Excel file
    • Option to include Inactive Responders in event report for the TOTAL RSVP, YES and NO reports
    Event Editor
    • 60 and 90 day Cancellation Cutoff options added
    • Close registration activation with title and description
    Past Chairs Page
    • Updates dynamically each year
    Member Profile
    • Added Instagram field for personal, company and spouse personal
    For Members
    • User guides
    Email Event Invitation format upgrade
    • Updated design
    • RSVP button with login bypass added to top of invite
    • Event cancellation policy included
    • View current list of Upcoming Events
    v8 Mobile Web App
    • Mobile - Receive text alerts for events and notifications from administrator
    v8 Member Profiles
    • View member PDF or video biographies

    2017-2018 Chapter Year Upgrades
    • User menu redesign, larger typeface, new font and color
    • Onsite ChapterPRO announcements to admins and agents
    • Expanded interface, masthead fluid width pages
    • Customer service link from admin control panel
    • Link to Exchange moved to user menu
    • Events for OTHER attendees only
    • Event editor assign children according to member type
    • Export all member data vCards
    • Event editor attendees board member selections
    • Spouse occupation added to profile
    • Default text size increased in email editor
    • Spouse last names added to event YES report in export file
    • Members help docs
    • Add education year video to event calendar
    • Chapter officers assigned in editor dynamically populate on member profile
    • Back-end site management program updates
    • Subscribe to calendar on website and mobile

    2016-2017 Chapter Year Upgrades
    • Site administration upgrades
    • Accommodate up to 5 site admins and site agents for each member type
    • Admin and assistant login history
    • Assign site privileges giving board members access to specific admin editors
    • Store domain registration information
    • Store admin email information
    • Chapter specific site access settings
    • Add one year to remember me settings
    • Spouse and children DOB and age display optional
    • Google Analytics integration
    • Member access to YPO Retreats & Perks, BlackQard integration
    • Add subdivisions to member profiles
    • Other invitee only events
    • Support event video play on event page on website and mobile
    • Photo gallery added to mobile site
    • Option to display non-members in Who’s Attending list
    • Display two calendar years in current year calendar
    • Customizable cancellation fine per event
    • Select default member directory for dual sites on mobile
    • Expand currency symbols for Philippines, Colombia, Mexico, Canada and Taiwan
    • Copy link for news items
    • Back-end site management program updates
    • Venue and venue hyperlinks added to RSVP confirmation email

    2015-2016 Chapter Year Upgrades
    • Event integration with YPO Exchange
    • Event attributes (type, audience and focus)
    • RSVP confirmation email upgrade
    • Traffic reports for desktop, mobile and public sites
    • Spouse DOB and company info added to profile
    • Member position and company type added to profile
    • Print directory, complete profiles in 1 and 2-up format
    • Print roster formatting upgrade
    • Add residence email addresses to event export file
    • Editor for uploading event sponsor ads
    • Back-end site management program updates for faster CS responses and expanded site customizations

    2014-2015 Chapter Year Upgrades
    • YPO data security / third party website / software compliant
    • Mobile app V2 - new features
    • Chapter leadership
    • Forum groups
    • Chapter news
    • Chapter policies & information
    • Pay with credit card
    • News item pop up alert
    • Customized app icon
    • Customized mobile access instructions
    • Dual photos on member profile
    • Photo gallery integration
    • Expand member profile data in export file
    • Marketing site for chapter prospects
    • Login interface upgrade
    • Events upgrades and new features
    • Kids only events
    • Add "do not display Who's Attending list" option
    • Who's Attending list formatting upgrade
    • Marketplace
    • Delete event function
    • RSVP confirmation email to admins options expanded
    • Event report export to Excel formatting upgrade
    • Email event invitation/reminder - rsvp link with login bypass
    • RSVP confirmation email sends to customized recipient
    • Bulletin board optional
    • Chapter officer titles preloaded to chapter officers editor and member profile offices held
    • Rotating education year sponsor ads increase from 5 to 10 sponsor banners
    • Website activity report expanded to include mobile login
    • Previous/next navigation for offline event
    • Customizable activities titles in member profile
    • Back end site management program phase 1 (faster responses to customer service requests!)


    A small thank you for making the internet portion of the chapter business something that I really appreciate. I only wish that some of the other organizations could use the system that has been put into place on our site. I only have a few keystrokes and the entire process of RSVP and/or payment is done in a snap. The fact that it auto loads to my calendar is something I can’t tell you how much time I have spent with other groups loading it in by myself.

    I generally don’t compliment many web groups because they don’t understand the number of clicks to a final objective is ruled by the number of times you have to click…one time is best, two at most. You guys have done that. Your payment scheme is great as well…it’s all good, and I am not an easy reviewer.

    You did good!
    Ed Schifman
    YPO Gold SWFL member