Policies

Create club policies (safeguarding, code of conduct, membership rules), track who has accepted them, and send reminders.

Creating a policy

  1. Go to Settings → Policies
  2. Click Create Policy
  3. Give it a name and write the content
  4. Click Publish to make it live

You can also use the AI to generate policy drafts: "Generate a safeguarding policy for a cheerleading club"

Versioning

Published versions are locked and can't be edited. To update a policy, open it and click + New Draft — this copies the published content into a new draft version. Edit the draft, then click Publish. The previous version is archived, and everyone who accepted it will be prompted to review and accept the new version on their next sign-in.

Acceptance tracking

See exactly who has accepted each policy, when they accepted, and which version. Go to a policy's Analytics tab for a full breakdown.

Reminders

Send reminders to users who haven't accepted a policy yet. This can be triggered manually or run automatically on a schedule.

When users see policies

When a new policy is published or an existing one is updated, users see a prompt to review and accept it on their next login. They cannot use the platform until they've accepted all required policies.

Export

Export acceptance records for audits or regulatory compliance. The export includes user name, email, acceptance date, and policy version.