A unit runs on a few recurring jobs: knowing who is in the unit and who their parents are, recording advancement, planning and staffing events, getting messages to the right people, tracking gear, meals and money, and keeping youth information safe. Software earns its place when it handles those jobs in one place, so volunteers are not re-typing the same roster into several tools. Below, each job is paired with how MySummitKeep handles it, the plan that first includes each feature, and a link to the matching how-to guide.
Rosters, families and permissions
A unit starts with an accurate roster. MySummitKeep keeps member profiles with history, links Scouts to households (including shared custody), organizes members into patrols, dens and divisions, and limits what each adult can see or change with role-based permissions. Parents get a portal view of their Scout's progress.
- Member directory with search & filterBasecamp
- Household/family linkageBasecamp
- Multi-household support (shared custody)Basecamp
- Patrols, dens & divisionsBasecamp
- RBAC with granular permissionsBasecamp
- Parent portal for progress visibilityBasecamp
Guides: How the member directory works · How household linking works · How patrols, dens and divisions work · How parents view Scout progress
Advancement
Advancement tracking covers Cub Scouts, Scouts BSA, Venturing and Sea Scouts. Ranks and requirements, the merit badge catalog, boards of review and progress reports are part of free Basecamp. The Summit plan adds an IA2-format advancement export.
- Scouts BSA, Cub Scouts, Venturing, Sea ScoutsBasecamp
- Rank & requirement trackingBasecamp
- Complete merit badge catalogBasecamp
- Board of review scheduling & recordingBasecamp
- Advancement progress reportsBasecamp
- IA2 export for BSASummit
Guides: How rank tracking works · How boards of review work · How advancement exports work
Events and attendance
Events need dates, sign-ups, a roster and a record of who came. MySummitKeep supports event templates, registration with capacity limits, attendance tracking, patrol assignments with role gaps highlighted, and a meeting agenda planner. Summit adds the annual planning wizard and an offline camp mode.
- Event creation with templatesBasecamp
- Event registration with capacity limitsBasecamp
- Attendance trackingBasecamp
- Event roster with patrol assignments and role gapsBasecamp
- Meeting agenda planner with print viewBasecamp
- Annual planning wizardSummit
- Offline camp modeSummit
Guides: How attendance tracking works · How annual planning works · How event planning works
Communications
Messages should reach the right families without a leader maintaining separate email lists. MySummitKeep includes in-app messaging, unit-wide announcements, a parent communication feed and a leader queue for reported messages. Summit adds sending unit email from your own Microsoft 365 account and unit surveys.
- In-app messagingBasecamp
- Bulk announcements (unit-wide)Basecamp
- Parent communication feedBasecamp
- Message reporting with a leader queueBasecamp
- Send unit email from your own Microsoft 365Summit
- Unit surveys with results and response rateSummit
Guides: How channels and messaging work · How parents see leader messages · How Microsoft 365 email works
Gear, meals and food
Outings depend on gear and food. Summit includes an equipment catalog with check-out and check-in, patrol box inventory with expiration alerts, meal plans by day and meal, auto-generated shopping lists, and allergen and dietary tracking.
- Equipment catalog with CRUDSummit
- Checkout/check-in workflowSummit
- Patrol box inventory & expiration alertsSummit
- Meal plan creation by day/mealSummit
- Auto-generated shopping listsSummit
- Allergen & dietary trackingSummit
Guides: How the equipment catalog works · How patrol box inventory works · How shopping lists work
Money
Scout account balances are part of Summit. Online payments, invoices, unit dues and the financial dashboard are Peak features. Fundraiser management is not part of any plan today.
- Scout account balancesSummit
- Unit dues configuration and statusPeak
- Invoice generation & trackingPeak
- Financial dashboard & reportsPeak
Guides: How Scout accounts work · How the financial dashboard works · How unit finances and payments work
Youth safety and privacy
Health form tracking records whether a current form is on file and does not store the medical record itself. Parental consent for younger members is enforced in the product, sensitive fields get field-level encryption, and changes are recorded in a tamper-evident audit log.
- Health form compliance tracking (on file Y/N)Basecamp
- Form expiration alerts & renewal remindersBasecamp
- COPPA parental consent workflowBasecamp
- Field-level encryption of sensitive dataBasecamp
- Tamper-evident signed audit trailBasecamp
- Database-enforced tenant isolationBasecamp
Guides: How health form tracking works · How parental consent works · How MySummitKeep handles privacy
Moving from another tool
A guided six-step import wizard brings data over from Scoutbook, TroopMaster, TroopTrack, TroopWebHost or a generic CSV file, on every plan including free Basecamp. General data export in CSV, PDF and Excel is part of Summit.
- Import from Scoutbook, TroopMaster, TroopTrack, TroopWebHost, CSVBasecamp
- 6-step import wizardBasecamp
- General data export (CSV, PDF, Excel)Summit
Guides: How member import works · How data export works