Intake & households
Guided intake that records each family once, with eligibility, consent, and contact details kept current.
Industry solutions / Community
Software that helps community organizations run smoothly.
Family intake, case records, scheduling, and programs managed in one secure place, so staff spend less time on paperwork and more time with the people they serve.
How I’d approach it
Fit the software to the work, not the other way round.
Community organizations often run on goodwill and a patchwork of free tools. That works until it doesn't. I look for the simplest system that brings members, bookings, and payments together, and that volunteers with all levels of computer experience can actually use.
Budgets are tight, so I'll often connect or extend the tools you already have before suggesting anything new. The aim is less admin for staff, an easier experience for members, and numbers you can hand to your board with confidence.
Where it helps, front-desk check-in can use simple membership cards or tags instead of a paper sign-in sheet.
Family intake & case management
A clear, caring start for every family.
I build family intake software that guides staff through each conversation, records household details once, and checks eligibility along the way. Every family gets a single, secure record that follows them from first contact through referrals, appointments, and follow-up.
A shared calendar keeps appointments, home visits, and programs organized across the team, with reminders that reduce missed sessions. Sensitive information stays protected, with access limited to the staff who need it, and the numbers your funders ask for are ready when you need them.
What the software can handle
The everyday work, done properly.
Typical areas I build for. Most projects start with one or two of these and grow from there.
Calendar & bookings
Appointments, home visits, programs, and rooms in one shared calendar, without double bookings.
Payments & fees
Take payments for memberships, programs, and rentals, and match them to the right account.
Member communication
Send updates and reminders to the right groups instead of everyone on the list.
Volunteers & staff
Schedule shifts, track hours, and know who is trained for what.
Reports for boards & funders
Produce attendance and participation numbers without a week of spreadsheet work.
What it can look like
Built for Community.
Examples of the kinds of screens and tools I build for this kind of work.
How a project runs
Three steps, start to finish.
Small, steady steps with something real to look at early, and you involved the whole way through.
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01
Listen to the front desk
Learn how people join, book, and pay today, and where things fall through the cracks.
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02
Bring records together
Combine members, bookings, and payments into one clean, trusted system.
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03
Keep it easy to use
Launch with simple screens, short training, and ongoing support for staff and volunteers.
Let's talk about community
What would your team do with the time admin takes now?
Tell me what’s getting in the way. I’ll give you an honest view of the options, even if the answer is a small fix.