Stay Social Arc Portal
DateOctober 14, 2025
Time1:00 PM PDT
ID
stay-social-arc-portal-10-14-25Discuss a registration portal for the two upcoming ARC workshops
Meeting Overview
- Cathy will be running two ARC workshops in spring at different sites
- Current registration process is cumbersome, involving Google Forms, spreadsheets, and manual communication
- Need to create a streamlined registration portal that can be integrated into the organizer's website
- Solution should be ready for promoting events by November/December for January workshops
- Cathy will be running two ARC workshops in spring at different sites
- Current registration process is cumbersome, involving Google Forms, spreadsheets, and manual communication
- Need to create a streamlined registration portal that can be integrated into the organizer's website
- Solution should be ready for promoting events by November/December for January workshops
Current Registration Issues
- Google Form creates confusion when people think they're registered after filling it out
- Manual process requires multiple emails to participants, service refs, and caregivers
- Spreadsheet management described as a "nightmare" and "very sloppy"
- Information scattered across multiple systems (Google Docs, Excel, email)
- Hours of time spent on manual administration
Desired Portal Solution
- Single portal where participants can:
- Fill out the interest form
- Have service coordinator complete screening tool (via link)
- Register for events
- RSVP for specific workshop dates
- Portal should integrate with organizer's website
- Need option for "hidden" or private events
Technical Requirements
- Pull client data from:
- Eventbrite (per event, per client) - "CLIENT MANAGEMENT"
- QuickBooks (all funding information) - "FUNDING"
- Different authentication levels:
- Admin (full access)
- ARC (limited access to ARC-specific information)
- Client (portal access)
- Allow staff to check event attendance and see important information (allergies, photo waivers)
- Ability to take notes for each client per event
Spencer's Proposed Solution
- CRM system with searchable client profiles
- All client information accessible in one place
- Events management with attendee tracking
- Ability to pull data from Eventbrite and QuickBooks
- Different authentication levels for various user types
Action Items
- Cathy to email Spencer with detailed portal requirements and necessary steps
- Spencer to send current mockup for review
- Schedule follow-up meeting for next week
- Develop portal solution in time for November information rollout