Getting Started

This guide walks you through the everyday actions you will take in BBC Clerk: keeping your profile current, making and responding to requests, and logging time in the ledger.

Helpful Tips

  • Keep your family profile updated.
  • Update your request if details change.
  • Try to prioritize offers from families that have not been active yet this month, or who have lower balances.
  • After a request is assigned, coordinate outside the site as necessary.
  • Log ledger entries soon after requests are completed to keep the ledger accurate.

Dashboard

  • The dashboard shows the latest notices, activities, updates, and quick links.
  • Check it when you sign in for reminders or time-sensitive messages.
Open Dashboard

Families: Consolidated member info

Profiles help families coordinate and get to know each other.

See other families

  • Browse other families in the co-op.
  • Easily see important emergency contact and child allergy information.
Browse Families

Complete Your Profile

  • Your profile helps other families coordinate with you.
  • Add accurate contact details, emergency contacts, child information, and any important notes.
  • Include a photo of your family for others to see on the families page.
  • Set your email notification preferences.
Edit Profile

Requests: Ask for Help

Requests are the way to ask for support.

Create a request

  • Select the appropriate type of request for your need: Babysit, Drive, or Favor,
  • Keep request descriptions short and specific for easier scanning.
  • Set the date (required) and start/end time (optional) for your request, checking the appropriate boxes if they are flexible.
  • Complete the rest of the fields for your selected request type.

Get offers to help

  • Members will see your request and can offer to help.
  • You can see offers to help below the request, with details on whether that family has used this month and their current balance.
  • Select a specific offer to assign it to your request.
  • Coordinate with your assigned helper outside this site as required.
Create Request

Offer to help others

  • Browse open requests use the request details to understand the need and offer support.
  • Review the date, time, and location before responding.
  • Leave an optional message with how you can help.
  • Coordinate directly with the requester if your offer is accepted.
Browse Requests

Ledger: Track Time

The ledger records hours exchanged between members.

View all entries

  • Review, filter, export any and all entries.
  • See current and prior month's member balances.
  • View the activity status for all members in the current month.
Browse Ledger

Add a new entry

  • After a request is completed, record who was helped, the date and the number of hours to transfer.
  • Families may choose to Ad Hoc transfer hours to another family without going through the request→offer→assign→complete process.
  • Also there is a separate process for Admins to transfer hours for co-op maintenance (inactivity deduction, chair bonus).
New Entry