One source of truth
Every officer works from the same member, duty, event, and payment record.
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Oversight without the spreadsheet hunt. AGM-defensible records, governance-aware admin, and a single source of truth for every committee position.
Last updated 19 May 2026
Every officer works from the same member, duty, event, and payment record.
Status changes and role assignments retain who did what and when.
Headline counts and category breakdowns come from the live system.
Access follows the committee position, then ends when the position changes.
Keep the club's identity in the platform, not a personal folder.
The next committee inherits context, history, and configuration intact.
How many members did the club have at the start of the year? At the end? How many lapsed and how many joined? Who approved the change to family membership rates? Who reinstated the member who resigned in March? The membership secretary has a list. The treasurer has a slightly different list. The previous secretary has a third list, last touched in the summer. None of them quite agree, and the differences are exactly the figures the AGM will ask about.
Then there is the audit trail. A category change, a suspension, a reinstatement - somewhere along the way these decisions were taken, and somewhere along the way they were applied. Often the trail goes cold between the two. The committee minutes record the decision. The membership record shows the new status. Whether the two match, and whether the change was applied promptly and by the right person, is something nobody has the time or the appetite to reconstruct.
The hardest part is the handover. One secretary stands down, another steps up. The outgoing officer drops off a USB stick, a folder of email exports, and a verbal walkthrough that lasts about forty minutes. Six weeks later the new secretary is rebuilding context the old secretary held in their head. The system is institutional knowledge, and institutional knowledge is fragile when it lives on personal laptops.
The commodore is not the person doing the data entry. The commodore is the person who has to defend the figures, sign off the report, and explain to the membership how the year was run. That requires oversight, not yet another spreadsheet.
Every active member, every paused member, every honorary member, every junior with a parent attached - all of them sit in one record. The treasurer reconciles subs against that record. The duty officer assigns the rota from that record. The sailing secretary publishes the entry list from that record. The figures the commodore presents at the AGM come from that record. There is no separate ledger, no separate spreadsheet, no parallel list maintained by a single officer who keeps it in their head.
Duties, events, race series, boat moorings, household groupings, membership categories, club settings, branding controls - they all sit in the same platform too. When the membership secretary updates a contact detail, the next email goes to the new address. When the treasurer marks a subscription paid, the member's status reflects it on the dashboard. When an admin toggles a feature on, the change is visible to every officer with the right role.
The handover benefit is the one most commodores notice first. The new committee does not inherit a folder of emails and a USB stick. They inherit the live system. Every record the previous committee built, every category they configured, every audit log they accumulated - it carries over without any export-and-reimport ritual. The first AGM the new commodore presents draws on the same data the previous commodore worked with. The continuity is not a goodwill effort. It is structural.
Governance is not a feature you bolt on at the end. It runs through how the platform records every meaningful change. SailHQ is built so that the actions a commodore needs to defend are the actions the system already logs.
Member status changes are logged with the admin who made the change and the date it was applied. A resignation, a suspension, a reinstatement, a category change from full to family, a move from active to honorary - each one carries a record of who and when. The commodore reviewing the AGM pack can see at a glance whether the figures in the report reconcile with the actions taken across the year.
Role assignments sit in the system in the same way. When a new race officer co-ordinator picks up the role, the assignment is in the platform. When the previous holder steps down, the role is unassigned. The committee can see who held which permissions through the year, which is the question that always arrives when an AGM gets contentious.
Settings changes - branding, feature toggles, membership categories - are part of the same record. The commodore, or the commodore's successor, can answer who did what when, without rummaging through email threads or chasing the previous secretary for context. For the broader year-end picture, the sailing club off-season checklist covers the governance work that sits alongside the audit trail - AGM prep, role handovers, accounts close-down.
Total members, active count, pending approvals, lapsed count and unpaid count surface on the admin dashboard at a glance.
Break down by membership type, household and status to answer the AGM questions about category mix and household coverage.
Export the underlying data so the AGM pack carries the supporting detail behind the headline figures, not just the headline figures.
Most commodores work the same way through the AGM cycle. Read the dashboard for the headline figures, screenshot the relevant panels for the report, export the underlying member list as CSV for the appendix, and ask the treasurer to reconcile the subscription totals against the same record. The figures match because they come from the same place.
The burgee, the colours, the typography on the public website - these are the visible expression of the club, and they outlast any single committee. The commodore's role is to protect that identity even as officers turn over each year.
Branding controls live in the platform: a light and a dark logo, primary, secondary and accent colours, the PWA icon members see when they add the portal to their home screen, and the login page background. The same settings drive the public-facing website, so a brand decision lands in one place and shows up everywhere it should. When the next committee takes office, the club's identity is part of the system they inherit, not a folder on the previous secretary's laptop.
Permissions are assigned per committee position rather than per person. The treasurer role carries treasurer-level access. When a new treasurer takes office, they are granted the role and they get the right access from day one. When the outgoing treasurer steps down, the role is removed and their access ends with the position. The same pattern applies to the membership secretary, the sailing secretary, the cruising captain, the training principal and any other position the club's structure recognises. Roles travel with the position, not with the individual.
Granular per-domain access for committee positions.
Logo, colours and public website driven from the platform.
The wider view for clubs with multiple committees.
The day-to-day admin view that pairs with the commodore's oversight.