1. Start here
2. View as a member
3. Explore as a board officer
4. Meetings workflow
5. Budget, checkbook, and reimbursements
6. Campaigns & fundraising
7. Compliance & documents
8. What demo mode blocks

Quorum helps boards (PTOs, nonprofits, HOAs, and clubs) run meetings, track budgets, keep a checkbook, process reimbursements, optionally fundraise, and keep records in one place.

The demo org is Maplewood PTO (/demo/). It is read-only: you can click through everything, but saves, uploads, and emails are disabled.

Recommended path: open the public org page first (what the public sees), then click Access Dashboard for one-click sign-in as Karen (President / org admin).

On the public org page you will see:

• Org name, logo, mission, and board officer names
• Upcoming events and meetings (with agenda links and calendar options)
• Community sponsor banners (Bronze+ on the home page; Silver also on agendas; Gold also on campaign pages and the public calendar)
• Opted-in campaigns (units · raised, View campaign → to the hub) when the board enables Show on public org page
• Reimbursements tile opens the public submission form at /demo/submit (no sponsor ads on that form)

Published meeting minutes and bylaws can optionally appear here when enabled in settings. When shown, minutes are HTML pages (readable in the browser, with print). They are not PDF downloads on the public page.

A board turns the public page on under Organization settings. The demo page is on. A logo appears on Quorum's home page only when the board chooses that too. The demo logo is included.

After entering the dashboard (one-click sign-in as Karen, the org admin and President), use the top navigation:

• Dashboard: upcoming items, budget summary, sponsor review alert (when a sponsor is awaiting approval and you have permission)
• Meetings: draft → ready → active → closed workflow (actions are view-only in demo)
• Calendar: board events + meeting dates; public calendar at /demo/events. Volunteers on that page: pick an event or add one, then shifts, a share link, and a flyer. A sign-up email includes a cancel link, and a reminder goes out the day before. The board can ask for a phone number and download the roster. Saves are blocked in demo, same as other changes.
• Budget: income/expense lines for the fiscal year
• Checkbook: register for the one checking account
• Reimbursements: inbox for users with approve permission (pending + history)
• Campaigns: activity campaigns (reading rallies and similar), groups, participants, and raised totals

Compliance, Users (admin only), Payments (Stripe and/or Zeffy), and Sponsorship are under Account → Organization settings (not in the top nav). The demo includes two active community sponsors on the public page plus one paid application awaiting review in Sponsorship settings.

Switch board member using the blue Demo · View only banner. Signed in as shows your current persona (white pill with a checkmark); Switch to lists the other members as dashed links. Each persona has different permissions; you can browse every page, but action buttons only appear when that member would have access in a real org:

• Karen · President: org admin; all settings and actions (President is her public officer title)
• Tom · Treasurer: approve reimbursements, edit the budget and checkbook, approve/decline sponsors
• Jennifer · Secretary: edit and publish meeting minutes (no reimbursement or sponsor actions)
• Mike · VP: run meetings and approve/decline sponsors (no budget or reimbursement approval)

Meetings move through four statuses. Sample data in the demo:

• Fall General Meeting and Winter Budget Review: closed, with published HTML minutes and vote summaries
• End-of-Year Planning Meeting: ready (locked agenda; shareable check-in link; not yet run)

Open a closed meeting to see agenda items, attendance, votes, and minutes. On a real org you would:

1. Build the agenda in draft
2. Lock it as ready and share the public agenda link
3. Run the meeting live (active): check-in, voice votes, roll-call votes
4. Close the meeting to auto-draft minutes, then edit and publish

You can make a recording in the browser during the meeting, or upload a file afterward (up to 90 minutes). Pause leaves an executive session out of the same recording. Notes are drafted under each agenda item. The board edits them before publishing. The audio is not part of the public minutes.

Public agenda: share from meeting detail. Public minutes: HTML at /demo/minutes/{id} after publish.

Budget: allocated vs. spent per line. Users with the budget permission can add lines and edit spent amounts. A line's actual changes when a Checkbook entry is tagged to it. Money still off a line is counted at the top of the budget and links to the checkbook.

Checkbook: the register for the one checking account. Add payments and deposits, then reconcile them to a bank statement. There is no bank connection. An entry with no budget line says so. A payment can mark an approved reimbursement paid. Summary opens a financial summary for the month you are viewing. All entries shows the year through today. Print saves it as a PDF.

Reimbursements: the demo includes one pending submission (Sarah Johnson, spring carnival supplies) and two approved items in history. Users with approve permission (Tom as Treasurer, Karen as admin) can approve or reject with a note; submitters receive email in a real org (disabled in demo).

Members submit at /demo/submit (no login required).

Open Campaigns in the top nav (users with budget permission). The demo seeds Spring Reading Rally (shown on the public org page): three classes (Room 12 · Ms. Rivera, Room 8 · Mr. Chen, Room 5 · Ms. Brooks), eight readers with personal goals (e.g. Ava Thompson), a $500 org target, logged reading minutes, and supporter gifts totaling $225. Rivera and Chen have already set up leader logins; Brooks has not (shows as Not signed up).

• Gifts in the demo are display-only (no live checkout); the campaign itself is activity-focused so demo never starts a real payment
• Participants join or log in under /{org}/c/{campaign}/…; each gets a donor page under /c/r/…. The organization writes one donor message for every page. Participants can add a square photo, not their own message
• Show on public org page is opt-in (off by default, like meetings on the calendar). The demo rally is opted in so View campaign → appears on /demo/
• Activate only after a leaders and groups CSV is uploaded. A campaign with no leader or participant sign-ups can be deleted
• On a real org: meetings and activity-only campaigns work without payments. To collect money or run sponsorships, save your EIN and complete Stripe Connect under Account → Organization settings → Payments (demo skips this unlock)
• After unlock, use Stripe (keep 95%; Quorum covers card fees). Zeffy (keep 100%) appears only when the EIN verifies as an IRS charity. Zeffy alone never unlocks money collection
• For Zeffy (verified charities): use a donation form URL (not ticketing), add a “Leave a message…” question if you want notes, and share Quorum donor links so UTMs credit the right participant
• Community sponsorships (50/50 banners) stay under Sponsorship and require the same Stripe unlock; they are separate from peer campaigns

Open Account → Organization settings → Compliance (or go to /demo/compliance when signed in).

• Officer statements: annual acknowledgment forms; send tokenized links; track who signed; download signed PDFs
• Document vault: bylaws, 501(c)(3), insurance uploads
• Past Minutes (PDF): auto-generated when minutes are published; for board records and audits. These PDFs stay in compliance, separate from public HTML minutes
• Share / Copy / Revoke: optional public links for individual compliance documents

• All saves, uploads, deletes, and form submissions return a view-only message
• No emails are sent (invites, reimbursements, agendas, statements, etc.)
• Data resets only when the demo org is re-seeded. Your clicks do not persist

A blue Demo · View only banner appears below the nav when signed in, with the persona switcher described above.

Global release coming soon. Self-serve signup opens then. Try the demo meanwhile.