Welcome! This forum has a treasure trove of great info – Scouters helping Scouters! Just a heads up, though - all content, information, and opinions shared on this forum are those of the author, not the BSA.
For a new scout and parent that have never been in Scouts Before - What are the correct sequence of steps to get them setup. Somethings need to happen…Account Creation on Scoutbook…Scoutbook connections for parent and scout…registration with BSA…Connection to unit…etc. Not quite sure what the correct sequence is anymore. Any help you can give with this list is greatly appreciated.
In principle, when the application is approved by council, the scout account is automatically created and added to the unit. To add a parent, you invite them the usual way.
If you want to get ahead of the process, you have to make sure that the youth’s name and other details in Scoutbook match the application data entered by council exactly. No nicknames, correct date of birth, etc.
If your council processes applications pretty quickly, it is likely:
Application completed by parent
Application turned into council
Scout automatically comes into Scoutbook
A pack admin goes to the scout’s connections to add parent connections
If the parent wants the scout to have access to their own account, they can give it via the edit profile page
If there is some delay in either turning in the application or processing it, you may decide the following is better:
Application completed by parent
Application turned into council
Use the add scout button to create a new scout account
A pack admin goes to the scout’s connections to add parent connections
If the parent wants the scout to have access to their own account, they can give it via the edit profile page
When the application is processed, the bsa member number should automatically be added to the scout’s profile. This is dependent of an exact match with the info on the application.