Referral Slips and Follow-Up Tracking
Referral activity is one of the main workflows in BNI Connect® Mobile. Members can create electronic referral slips from their phone, select the intended recipient, add contact details, distinguish inside and outside referrals, and note whether they have already spoken to the contact. This makes it easier to capture an introduction while the conversation is still fresh instead of waiting to return to a computer.
The activity feed separates given and received items, helping members return to recent referral records and follow progress over time. Search fields and recipient details support a more deliberate handoff, while status information gives both sides a clearer record of what was shared. For members who exchange referrals throughout the week, the mobile flow keeps routine reporting close at hand.
TYFCB and One-to-One Activity Records
BNI Connect® Mobile also supports the recurring activity records that help members document participation. A TYFCB slip lets a member identify who generated the business, enter an amount, choose whether the business is new or repeat, and classify the referral type. One-to-One slips provide fields for the meeting partner, who initiated the conversation, the meeting date, location, and discussion topics.
These forms turn informal networking activity into organized records that can be submitted from a phone. The slips area brings referrals, TYFCB, Continuing Education Units, and One-to-Ones into a consistent workflow, so members can choose the right record without rebuilding the details elsewhere. It is particularly useful after a meeting, introduction, training session, or completed piece of business when the information is easiest to recall.
Visitor Invitations and Chapter Coordination
Visitor invitations connect the app's reporting tools with chapter growth. Members can register or invite visitors from the mobile interface, keeping the invitation task alongside their other BNI activity instead of treating it as a separate desktop job. The home view also places upcoming meeting information near weekly slip totals, giving members a quick reminder of chapter timing and current participation.
This combination suits members preparing for a weekly meeting or following up with a guest they recently met. Visitor entries, meeting details, and activity counts help turn a promising conversation into a concrete next step. Because the app is built for the BNI member network, the workflow stays focused on chapter participation, personal introductions, and the practical actions that support ongoing referral relationships.
Member Search and Profile Management
Search and profile tools help members find people and keep their own network presence useful. Chapter roster search can surface members by name or specialty, while worldwide search adds fields such as first name, last name, company, location, and keyword. These options support common tasks such as locating a referral partner, checking a member's business category, or finding expertise beyond the local chapter.
Profile management gives members a place to maintain the information others use when making introductions. Combined with the home, activity, visitors, and search tabs, it creates a mobile hub for routine BNI work rather than a single-purpose slip form. The app is best suited to active members who need to record activity and look up contacts between meetings or while speaking with a prospective visitor.
