STEP 1

Choose Your Plan

Start by selecting the annual plan that fits your chapter's size. Plans are organized by member count, and every plan includes unlimited forums.

Four plans plus custom:

Core — $3,000/year, up to 99 members

Growth — $6,00/year, 100–149 members

Complete — $9,000/year, 150–199 members

Premier — $12,000/year, 200–299 members

Custom — 300+ members, book a demo

Every plan includes Member OS, Member Engagement OS, Forum OS, Trifecta OS, and all standard features.

STEP 2

Purchase Relevant Plan for Chapter Size

Click the stripe payment link for your chosen plan. You'll be taken to a hosted Strike Checkout page, no account creation needed yet.

At checkout, you enter:

Your email address

A chapter name (required)

A billing address (country is stored)

Card or payment details

Once payment clears, you'll see a thank-you page confirming your chapter is being set up. An activation email is sent to your inbox.

STEP 3

Automatic Provisioning

Behind the scenes, Chapter OS provisions your chapter instantly via a Stripe webhook - no manual setup by our team.

What happens automatically:

Your chapter workspace is created

A URL slug is derived from your chapter name

Your tier and country are recorded

Feature set is seeded from your plan's defaults

A locked owner account is created

You're granted the Chapter Owner role

An activation email is sent to you

The entire process takes seconds. Your chapter is live before you finish reading the confirmation email.

STEP 4

Activate Your Account

Open the activation email and click the setup link. You'll land on a page that says: "Your chapter is ready - finish setting it up here."

On the activation page, you:

Set your password (minimum 8 characters)

Choose your chapter's web address

Your URL: forumos.co/c/<your-slug>

Slug availability is checked live

Once set, the web address is permanent

Activation links expire after 30 days

After submitting, you're signed in and land directly inside your new chapter workspace.

STEP 5

White Glove Onboarding

Chapters on Premier and Custom plans get a dedicated onboarding specialist who handles Steps 6 through 8 for you no spreadsheets, no forum configuration, no placement admin on your end.

What your specialist handles:

Importing and cleaning your full membership roster

Assigning chairs, moderators, and admins across every module

Creating and naming your chapter's forums and seating structure

Running the AI placement pipeline and reviewing matches with your placement committee

Configuring Trefecta OS and Forum Health Campaigns around your chapter's calendar

A live 30-minute kickoff call, plus async support through launch

Most white-glove chapters are up and running roster to live forums within 3 to 5 business days.

STEP 6

Get Your Chapter Set Up

When you first enter your chapter, you'll see a one-time setup card on the chapter home: "Get your chapter set up." It guides you through two essential tasks.

The two setup steps:

Upload the current membership roster

Add members via CSV or one at a time

Assign chairs & committee members

Assign admins to each of the four modules

E.g. "3 modules assigned · 1 still needs an admin"

Steps show Done / To do pills

From here, your Chapter Owner and module admins can start configuring forums, uploading documents, and inviting team members through scoped roles.

STEP 7

Configure Forums & Assign Roles

With your roster uploaded and chairs assigned, the Forum OS Admin creates your chapter's forum groups and assigns moderators.

Key configuration tasks:

Create forum groups with names and descriptions

Assign one moderator per forum

Seat members into their forums

Set up Forum DNA questionnaires for matching

Create custom roles and assign scoped permissions

Roles are permission bundles assigned chapter-wide, per module, or per forum. Admins, moderators, and members operate on three distinct planes.

STEP 8

Invite and Place Members

With forums configured, your placement committee begins the seeking-member pipeline - matching candidates to the right forum using AI-powered compatibility scoring.

The placement pipeline:

Invite members to Forum OS (single or CSV)

Members complete the Forum Preferences Survey

AI ranks compatibility against every eligible forum

Moderator contacts the candidate in chat

Both sides agree on an intro meeting

Mutual approval leads to placement

90-day follow-up ensures a good fit

The Placement Process Tracker gives each candidate an 11-step progress view so everyone knows exactly where they stand.

STEP 9

Launch Forum Operations

Your chapter is now fully operational. Moderators run their forums using the sky-blue workspace, and admins oversee everything from the white admin shell.

Day-to-day operations include:

Schedule and run monthly forum meetings

Build agendas from templates or the parking lot

Members write 5% Reflections before each meeting

Track accountability goals and attendance

Run Forum Health Campaigns with AI scoring

Post announcements and manage documents

View Reports & Insights across forums

Real-time chat and notifications keep everyone connected without email overload.

STEP 10

Manage, Engage, and Grow

Chapter OS supports your chapter well beyond launch with tools designed for long-term engagement and governance.

Ongoing capabilities:

Member Engagement OS tracks Engage % scores

QR event check-in and attendance watch-lists

Membership Map shows member locations

Trifecta OS manages the annual chapter budget

Modules record spending, rollup always matches

Board Tracker sets quarterly goals by chapter year

Upgrade your plan anytime — prorated instantly

As your chapter grows, add more forums, upgrade your plan, and use the full depth of each module to keep your community thriving.