Secretary guide

How to Set Up Your Lions Club in HoursServed

Follow this practical setup sequence to prepare attendance, events, service hours, officer review, and downloadable Lion Portal activity reports.

Complete setup walkthrough

Step 1: Create your club workspace

Sign in with the email used during enrollment, choose Add New Organization, and select Service Club as the organization type.

Step 2: Enter the club identity

Add the club name, city, district designation, zone, LCI club number, currency, fiscal-year start, and primary officer contact.

Step 3: Choose the club structure

Confirm whether the club uses committees, shared officer access, interclub events, recurring meetings, service-hour reporting, and payment coordination.

Step 4: Set the member experience

Use officer-controlled hours and no-login member responses. Members confirm attendance directly from a secure Yes or No email link.

Step 5: Review the default templates

Choose the meeting, service project, fundraiser, shift, interclub event, officer, and monthly-report templates your club needs.

Step 6: Complete reusable club defaults

Open Club Settings and save the details reused across events and reports, including venue, reporting, and payment defaults.

Step 7: Add members

Add members individually or import an Excel or CSV roster, then review roles and remove inactive or duplicate records.

Step 8: Review roles and communication

Confirm the labels used for members, officers, events, and committees, and review the email response workflow.

Step 9: Choose a report approver

Select the officer who reviews monthly reports before distribution. CSV and PDF activity reports are available now.

Step 10: Generate the monthly report

Select the reporting month and recipients, review the activity data, and send the report to the designated approver.

Step 11: Review Lion Portal defaults

Confirm sponsor, district, activity, venue, and location defaults so downloadable reports stay consistent.

Step 12: Invite additional officers

Invite the officers who need administrative access and confirm the setup checklist is complete.

Automation status: Automated Lion Portal uploads are coming soon, subject to written approval from Lions Clubs International. Downloadable CSV and PDF reports remain available now.