Eastern Shore Professional Partners Portal

Partner ↕	Business Category ↕	Title ↕	Connect
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Log a New Referral

My Referral Log

Referrer	Recipient	Client	Status	Action
No referrals found.

Log a Closed Sale (TYCB)

Recent Thank Yous

Giver	Receiver	Amount	Notes	Date
No transactions logged yet.

Invite a New Prospect

Prospect Full Name

Email Address

Phone Number

Business Name

Which Meeting

Date

Start

Length

Location

Inviter Notes

Internal only — never sent to the prospect.

Email the prospect will receive

Prefilled from the chapter template with the details above already filled in. Rewrite as much or as little as you like — whatever is here is exactly what gets sent.

Start From A Template

Saving swaps this prospect's name and business back to placeholders, so the template fills itself in for the next person you invite. Tick SHARE WITH CHAPTER to publish a template every member can pick. SAVE AS CHAPTER DEFAULT instead changes the starting point everyone begins from.

Subject

Message

Prospect Board

Name	Business	Invited By	Status	Actions
No prospects logged.

Log a 101 Connection

Records the 1-on-1 for both members instantly — no request is sent and nothing needs accepting.

My 1-on-1 Totals

0

Appointments

0

Members Met

No 1-on-1s logged yet.

My 101 Appointments

You have no 1-on-1 appointments logged yet.

🧠 AAOS NEURAL ENGINE

CO-REGULATION // AUTOMATED MEMBERSHIP ANALYTICS GATEWAY

CORE LINK READY

A.A.O.S: Welcome to the AAOS CO-PILOT. I am synchronized with your chapter database and ready to assist. Ask me to write reports, audit member attendance, calculate KPIs, search referrals, or draft emails to prospects. How can I assist the board today?

Training Curriculums

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Select a training module from the left panel to begin.

Schedule Calendar Event

Upcoming Events & Schedule

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Board Action: Regular Roll Call

Partner Name	Business	Attended / Missed	Roster Status Check
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My Member Profile Settings

Upload Profile Image

My Full Name

Phone Number

Business Name

Seat Title

One-on-One Schedule Link (Calendly/etc.)

Social Media Profiles

Optional: Change Password

Awaiting Review

–

Approved

–

Rejected

–

Visitor Requests

–

Membership Applications

Applicant	Business	Contact	References	Other Groups	Submitted	Status / Action
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Visitor Meeting Requests

Guests who registered through “Visit an upcoming meeting” on the sign-in page. These are informational — no approval needed.

Guest	Business	Contact	Meeting	Invited By	Registered
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Automation Switches

When a switch is on, the template marked ACTIVE below is sent automatically. Every send is recorded in the email log on the Board & Admin tab.

Email every new candidate Sent the moment someone submits a membership application. Email every approved member Sent when the board approves an application. Contains no password — you still hand those over yourself. Tell every active member about a new application The only one of these that goes to the whole chapter — one email per active member (~31) every time someone applies, not to a single person. Applications arriving close together are grouped into one alert.

Email Templates

Saved Templates

Subject

Message

🔎

Filters the registered accounts roster as you type.

Board Admin: Add User

All Registered Accounts

Hide Suspended

Name	Email	Business	Role	Status	Actions
No accounts loaded.

💎 Member KPI Performance Reports

Member	Seat Title	Att. %	Refs Sent	Refs Recv	TYCB Given	TYCB Recv	Invited	KPI Rating	Performance Tier
No KPI logs loaded yet.

📜 Membership Terms & Agreement Log

Members agree once, then are asked again only when the interval below elapses — or immediately whenever you publish a new version. Publishing creates a new version; earlier versions and all agreement records below are permanent and cannot be edited or deleted. Use TEST to see your draft exactly as members will, without publishing anything.

Ask each member once every

days

A new published version always re-prompts everyone, whatever this is set to.

Terms Content (HTML) — v?

Design edits and code edits stay in sync — switch tabs freely. Neither is saved until you publish.

Agreement Audit Trail (read-only)

Member	Version	Agreed At	IP Address	Device
No agreements recorded yet.

📋 Server Activity Log

Rolling audit trail of sign-ins (including failed attempts), member and roster changes, referrals, TYCB deals, emails, terms events, CO-PILOT email sends and server watchdog events. Last 200 entries, newest at the bottom.

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📧 Gmail API Configuration

Configure your Google Gmail OAuth API credentials to enable transactional & group emails.

Test Connection

📝 System Mail Templates

Edit templates triggered by system events. Use placeholders like `{seller_name}`, `{buyer_name}`, `{amount}`, `{notes}`, etc.

Select Template Function

Subject Line

HTML Body Content

📢 Group & Mass Email Broadcast

Broadcast customized announcements to specific user group segments instantly.

📊 KPI Reports Builder

Report Name (internal)

Email Title

Intro Message (optional)

Report Sections

Data Period

Default Recipients

Test Email Address (for SEND TEST)

🚨 Urgent Alert Broadcast

Sends an alert email to the group AND posts an in-app notification to everyone.

Saved Report Templates

Name	Period	Sections	Default Group	Actions

⏰ Schedule an Email or Report

What to Send

Subject

Message

Recipients

Frequency

Day of Week

Time of Day (Eastern Time)

Scheduled Jobs

What	Recipients	Frequency	Next Run	Last Result	Actions

📬 Email Activity Log

Time	To	Subject	Via	Status	Detail

AAOS NETWORKING SUITES

Reset Password

ESPP MEMBERSHIP APPLICATION

REGISTER TO VISIT

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Members & Partners Directory

Meeting Details

Top Revenue Givers

Log a New Referral

My Referral Log

Log a Closed Sale (TYCB)

Recent Thank Yous

Invite a New Prospect

Which Meeting

Email the prospect will receive

Prospect Board

Log a 101 Connection

My 1-on-1 Totals

My 101 Appointments

🧠 AAOS NEURAL ENGINE

Training Curriculums

Module Title

Module Exam Verification

Schedule Calendar Event

Upcoming Events & Schedule

Board Action: Regular Roll Call

My Member Profile Settings

Membership Applications

Visitor Meeting Requests

Automation Switches

Email Templates

Board Admin: Add User

All Registered Accounts

🏅 Chapter Titles & Board Access

📜 Membership Terms & Agreement Log

📋 Server Activity Log

📧 Gmail API Configuration

📝 System Mail Templates

📢 Group & Mass Email Broadcast

🧠 AAOS CO-PILOT LLM ENGINE

Chapter Meeting Defaults

📊 KPI Reports Builder

🚨 Urgent Alert Broadcast

Saved Report Templates

⏰ Schedule an Email or Report

Scheduled Jobs

📬 Email Activity Log

Member Name

Membership Terms & Agreement

Invitation Preview

EDIT MEMBER PROFILE