Account, Notifications & Team

Changing or Setting your Upline and MAP

Please go to your profile and professional settings to update. This won't change your subscription. It will allow you to be seen by your team and leadership properly. Here is a bit more detail: ​

How do I adjust my Notifications

There are 2 things that have to be done, you need to update your notifications on your device (instructions vary by device). You will need to update what and how you want to be notified through our software via your profile tab.

How do I send a guest's list name to another BPM?

First, add the name to your guest list. Then click the check box on the left of the name, at the top of the page you should see a "send name" button, click that. You can search and select the name of the person you'd like to send the guest name to. Once you send it, the other person has to accept it from the "recent activity" board on the dashboard. ​

How to Submit a "REQUEST TRAINER"

Submitting a new Trainer Request is easy! Simply go to your CALENDAR and click on the red link "REQUEST TRAINER" The Edit Page should pop up, ​ Here you can input all the information of the appointment and submit the TRAINER REQUEST to your SMD to get a trainer for your appointment. The more detailed the better for your SMD.

Update your time zone

This is super important! You can do this through your profile. Make sure this is accurate for best experiences with BPM times, TRAINER REQUEST, appointments, calendars and more. Here's how...

How to submit a Trainer Request

You can watch the video and follow along. - Click"TRAINER REQUEST" - Pick a DATE AND TIME - Enter LOCATION physical or URL (virtual choose no auto complete) - Enter CONTACT INFORMATION (will auto-populate if in system) - PROFILE- Select all that apply - Select APPT. TYPE (will vary by Hierarchy) - Add NOTES (additional info.) - Add COUNTRY and STATE/PROVENCE - Hit SUBMIT

How to accept a Trainer Request

Via APP - Click on the request when it "POPS UP"or go to "Calendar" - Look through the Trainer Request DETAILS - Enter YES, NO or MAYBE Via Site - DASHBOARD - Click "TRAINER REQUEST" - Enter YES, NO Via SITE - Click "CALENDAR" - Click "WAITING" - Look over "TRAINER REQUEST" - Enter YES or NO Once you are done, the appointment will appear In your "CALENDAR", you can also link your "CALENDAR" to your google calendar. This will push out but not pull In Information from google. For best results make sure you go to your notifications and set up the Trainer Request section as desired.

How do I downgrade my account?

If you would like to downgrade back to the free version of BSCpro, You can by going into your profile on our website, go to payments and take it from there. You will still be able to access the free features of BSCpro as long as you like​

How do I cancel or delete my account?

We're sad to see you go. You can cancel your subscription by going into your profile on our website, go to payments and take it from there. Cancelling is the same as downgrading back to the free plan. So you will still be able to access the free features of BSCpro as long as you like. If you would like your data deleted, please message us with the specifics in our help center and we will take care of that for you. ​

Submit a recruit

- Click"ADD RECRUIT" - ADD START DATE - Enter RECRUIT INFORMATION (will auto-populate if in system) - RECRUITER (usually you unless you are adding for someone else) - Recruits WFG CODE# - Add NOTES (additional info.) - Additional FILTERS may pop up, these will vary based on team. You can leave blank If unknown - Hit SUBMIT - If a recruit already created a BSCpro account they will automatically be added to tracker as long as they add for current month and are a TA.

How to Submit Business

- Click SUBMIT BUSINESS - Pick the WRITTEN DATE - CLIENT INFORMATION will auto-populate if in system - SELECT AGENTS- Single/Split with another agent. - YES/NO for "UNLICENSED TRAINEE" - PRODUCT description according to your SMD's preference - POLICY # can be added once assigned - TOTAL POINTS points before split(we'll do the math) - NOTES additional Info (ie. lab dates) - PENDING SUBMISSION if points won't be advanced (Rollovers/trial apps) - SUBMIT

How to view my team or organization.

Go to "My Organization" click on Team Roster or Visual Org Chart

Check Notifications on the Site

Watch the video

How do I set up my notifications?

There are 2 things that have to be done - Turn on your notifications on your device (instructions vary by device). - Log in to our site and update what and how you want to be notified through our software via your profile tab.

How to Find The BSCpro App

If you aren't familiar with what an app is let alone downloading an app, then this article is just for you friend. Your field trainer, team leader, or an office assistant may have asked you to download the BSCpro app recently. Here's a few tips to help you navigate how to find it: 1. If you have an iPhone, you will find our app through searching BSCpro in the App Store. You should have an icon on your phone that looks like the photo below. Click on the icon to go to the store: 2. Search the word "bscpro" as one word and you'll see our logo below. From the BSCpro page in the store you can click the blue "download" button to get the app. Then you can create your account! If you have an Android device you will use the Google Play Store to search and download the app. You should have an icon on your phone of the image below: ​ Search the name "bscpro" and our app will pop up in the search results. Click on The black and white BSCpro logo to install/download the app. Click the green "Install" button to download the app! Once the installation is complete the app should appear on the last page of your home screen. Tap on the app to open it. From there you can select "Create Account" and fill in the short form. Once you've completed that you can log in immediately and begin entering your activity! A few things you should probably know: 1. The BSCpro app and the website are two different things and are used in different ways. The app is simply to upload your activity. Meaning, you will not see the full tracking pages on the app. At least not yet. That activity is logged and tracked through your account on the website. 2. The most common reason people cannot login after creating an account is because an email address was typed incorrectly or was forgotten. Please be sure to check your email address for typos. If you need further assistance you can reach out to us at any time on our help chat on the app or full site. Or you can email us at [email protected] Happy BSCpro-ing! Brittani Carr ​

Setup Google Calendar Sync

Watch the video

How do I see my team tickets?

If your event is being hosted by your CEO or EVC, but users are able to select you as their SMD (or CEO) when they purchase tickets, you can check your team's tickets in BSCpro. All you have to do is go to the Purchases link under Big Events. Last, you should also make sure that you have selected the specific event that you want to look at in the pull down at the top right. You should have a choice between any event for which you are an option as an SMD when purchasing tickets. You will also see any events that you have created yourself. You may see some blank lines, but that just indicates tickets that were purchased under your name or later changed to be under your baseshop but that are not yet assigned to anyone.

Connect your Zoom account to BSCpro

BSCpro for Zoom connects your BSCpro account to your own Zoom account. Once it's connected, BSCpro can create the Zoom meetings for your online BPMs for you, give each guest and team member their own join link, and record attendance automatically when they join. | Rolling out: Connecting and disconnecting your Zoom account is available now. Creating Zoom meetings from your BPMs, personal join links and automatic attendance are being added over the coming weeks. This article will be updated as each one becomes available. | |---| What you need - A BSCpro account. - A Zoom account. Any Zoom plan can be connected. A paid Zoom plan is needed for personal join links and join-based attendance (see Free Zoom plans below). Connect your Zoom account 1. In BSCpro, click your name or photo at the top right, then click Profile. 2. Open the Integrations tab. 3. In the Zoom card, click Connect Zoom. The Integrations tab with the Zoom card and its Connect Zoom button 4. Sign in to Zoom if asked, then click Allow to let BSCpro access your Zoom account. 5. You're taken back to the Integrations tab, which now shows Connected, the Zoom account you connected, your Zoom plan and the date you connected. The Zoom card after connecting, showing Connected, the Zoom account, plan and date You can also start from the BSCpro listing in the Zoom App Marketplace. After you allow access in Zoom, BSCpro asks you to sign in (if you aren't already) and to confirm the Zoom account you're connecting. Click Connect Zoom to finish, or Don't connect if you didn't mean to add it. Each BSCpro account can connect one Zoom account. Connecting again replaces the earlier connection. Free Zoom plans On a free (Basic) Zoom plan: - Zoom doesn't allow a personal join link for each person, so everyone uses the same meeting link and BSCpro can't see who actually joined. - Zoom limits meetings with three or more people to 40 minutes. If your connected Zoom account is on a free plan, the Zoom card shows the option Count a click on the meeting link as attended. Turn it on to have BSCpro mark a guest or team member as attended when they click their BSCpro meeting link from 60 minutes before to 15 minutes after the meeting starts. Clicks outside that window are not counted. The setting is off unless you turn it on, and changing it only affects later clicks. The Zoom card for a free Zoom plan, with the Count a click on the meeting link as attended option Attendance marked this way is labeled as coming from a link click, so you can tell it apart from attendance confirmed by Zoom or marked by a team member. Disconnect Zoom 1. Go to Profile → Integrations. 2. In the Zoom card, click Disconnect, then click Disconnect again to confirm. The Disconnect Zoom confirmation with Keep connected and Disconnect buttons BSCpro tells Zoom to revoke its access and deletes the access it stored for your Zoom account. After you disconnect, BSCpro can no longer create or update Zoom meetings for your BPMs until you connect again. You can also remove the app from your Zoom account: sign in at marketplace.zoom.us, open Manage, and remove BSCpro from your added apps. BSCpro's access stops working, and the Zoom card in BSCpro asks you to reconnect. What BSCpro can access in your Zoom account When you connect, BSCpro asks Zoom for permission to: - Read your Zoom profile: your name, email address, account and plan type, so the Zoom card can show which account is connected. - Create, update and delete meetings: to set up the Zoom meeting for a BPM and keep it in step when the BPM is rescheduled, renamed or cancelled. - Read meetings: to show the host the link that starts the meeting. - Add and list meeting registrants: to give each guest and team member their own join link to the same meeting. - Read past meeting participants: to record who attended after the meeting ends. BSCpro only uses this access for BPMs you set up with Zoom. It doesn't read your other meetings, recordings or chat. Your Zoom access is stored encrypted and is deleted when you disconnect. Troubleshooting - The Zoom card says "Your Zoom connection stopped working". Zoom no longer accepts BSCpro's access, for example because the app was removed in Zoom or it hasn't been used for a long time. Click Reconnect Zoom and allow access again. The Zoom card warning that the connection stopped working, with a Reconnect Zoom button - "Zoom wasn't connected because access was not allowed." You clicked Decline in Zoom. Click Connect Zoom and choose Allow. - "The Zoom connection couldn't be verified" or "took too long". Start again from Profile → Integrations → Connect Zoom, and finish within a few minutes. - "Zoom integration isn't available right now." The integration is temporarily unavailable. Try again later, and contact support if it continues. Still stuck? Contact BSCpro support.

Connect AI apps and your own scripts to BSCpro

AI assistants such as Claude, ChatGPT, Claude Code and Cursor can work with your BSCpro data for you: look up contacts and recruits, check your calendar and statistics, add notes, update a contact and more. They connect through the BSCpro MCP server (MCP, the Model Context Protocol, is the standard way AI apps connect to other services). There are two ways to connect: - Sign in (recommended for AI apps). You add BSCpro to your AI app, sign in to BSCpro and choose what the app may do. Nothing to copy or paste. - API access token. You create a token in BSCpro and paste it into the app or script. Use this for your own scripts, or for an AI app that can't sign in. Either way, the app acts as you. It sees only what you can see in BSCpro, and only does what you allowed. What you need - A paid, active BSCpro subscription. Free accounts can't connect apps or create tokens. - An AI app that supports remote MCP servers. Some AI apps only offer this on their paid plans. The BSCpro MCP server address is: https://bscpro.com/mcp Connect by signing in Step-by-step guides for each app: - Claude (claude.ai and the Claude app) - ChatGPT - Claude Code - Cursor - GitHub Copilot in VS Code - Gemini CLI For another app, the steps are similar: 1. In your AI app, add a new remote MCP server (often called a custom connector or MCP server). Give it the name BSCpro and the address https://bscpro.com/mcp. Choose OAuth or sign-in if asked, and leave any client ID and secret fields empty. 2. The app opens a BSCpro page in your browser. Sign in to BSCpro if asked (including your two-factor code if you use one). 3. BSCpro shows which app wants to connect, the account you're signed in as, and a list of permissions. Tick only the permissions the app needs. 4. Click Allow. You're sent back to your AI app, which is now connected. Click Deny if you didn't start connecting this app yourself. | Check before you click Allow: Any app can ask to connect, and BSCpro can't confirm who made it. Only allow an app you just started connecting yourself. | |---| You stay connected until you disconnect the app or change your password. The app doesn't have to ask you to sign in again each time. Connect with an API access token 1. In BSCpro, click your name or photo at the top right, then click Profile. 2. Open the Integrations tab. 3. In the API access tokens card, click Create token. 4. Fill in the form: - Name: something that tells you where the token is used, for example "Claude Code on my laptop". - Scopes: tick only what the app or script needs. Write access doesn't include read access, so tick both if it needs to look things up and change them. - Expires: 7, 30, 90 or 180 days, 1 year, or no expiry. - Current password: your BSCpro password. 5. Click Create token. 6. Click Copy to copy the token. You can see it only this once. If you lose it, revoke it and create a new one. To use the token with an AI app, add the MCP server address https://bscpro.com/mcp and send the token in an Authorization header with the value Bearer followed by the token. For example, in Claude Code: claude mcp add --transport http bscpro https://bscpro.com/mcp --header "Authorization: Bearer YOUR_TOKEN" Your own scripts can use the same token with the BSCpro API at https://bscpro.com/api/v1/. | Keep your token secret: Anyone who has it can use BSCpro as you, within its scopes. Treat it like a password, and don't paste it into emails, chats or shared documents. | |---| What a connected app can and can't do - It can only use the parts of BSCpro its permissions (scopes) allow. The app shows you only the tools those permissions cover. - It can add and change contacts, recruits, appointments, notes and more if you allowed write permissions. These changes are real, your team sees them, and some send emails or notifications. Most AI apps ask you before each change; read what they're about to do before you approve it. - It can't delete anything. - It can never sign in as you, change your password, email or privacy settings, manage authorized users, uplines or promotion history, remove team members, or create tokens. AI apps read text that other people typed, such as contact notes and guest names. Text like that could try to trick the app into making changes. Giving the app only the permissions it needs limits what it could do. Disconnect an app or revoke a token Both are on the Integrations tab of your Profile: - Connected AI apps lists the apps you connected by signing in, with the permissions you gave each one. Click Disconnect to remove one. It loses access straight away and has to ask you again to reconnect. - API access tokens lists your tokens with when each was created and last used. Click Revoke to stop a token working. Changing or resetting your BSCpro password disconnects every app and revokes every token. If your subscription ends, apps and tokens stop working until you subscribe again. Troubleshooting - The app says it can't connect, or asks you to sign in again: disconnect BSCpro in the app, then connect again. If you changed your BSCpro password, you need to reconnect every app. - "Access tokens need a paid, active BSCpro subscription": connecting apps is part of the paid plans. See What is the difference between a free and paid account? - The app can't find a tool or says it isn't allowed: the permission it needs wasn't given. Disconnect the app and connect again with that permission ticked, or create a new token with the scope.

Connect Claude (claude.ai and the Claude app) to BSCpro

Add BSCpro to Claude as a custom connector, and Claude can look up and update your BSCpro data in any chat. You set it up once on the web or in the desktop app, and it works in the mobile app too. Before you start - A paid, active BSCpro subscription. - The BSCpro MCP server address: https://bscpro.com/mcp - A Claude plan with custom connectors. Free plans can add one custom connector. On a Team or Enterprise plan, an owner adds the connector for the organization (see below). Add the connector (Free, Pro and Max) 1. In Claude, go to Customize › Connectors. 2. Click + Add, then Add custom connector. 3. Enter the name BSCpro and the URL https://bscpro.com/mcp, then click Continue. 4. Claude detects that BSCpro uses sign-in. Click Continue. 5. Under Authentication, choose Sign in now. 6. Under OAuth client, choose Register automatically. Don't add any request headers. 7. Click Add. When BSCpro opens in your browser, sign in if asked. BSCpro then shows the app's name, the account you're signed in as and a list of permissions. Tick only what you want the app to do, then click Allow. If you didn't start connecting this app yourself, click Deny. You're taken back to Claude, and BSCpro shows as connected. Team and Enterprise plans An owner adds the connector once: Organization settings › Connectors, click Add, hover over Custom, choose Web, then follow steps 3 to 7 above. Each member then goes to Customize › Connectors, finds BSCpro and clicks Connect, and signs in to their own BSCpro account. Use it in a chat Start a new chat, click the + button, open Connectors and turn on BSCpro. Then ask, for example, "Which of my contacts did I add this week?" Claude asks before it makes a change in BSCpro. | Menus move: These steps match the app at the time of writing. If a menu has moved, look for the app's connector or MCP settings. | |---| Disconnect Remove the server in the app, and disconnect it in BSCpro under Profile › Integrations › Connected AI apps. Changing your BSCpro password disconnects every app. For what a connected app can and can't do, using an access token instead, and troubleshooting, see Connect AI apps and your own scripts to BSCpro.

Connect ChatGPT to BSCpro

ChatGPT can connect to BSCpro as a custom app. This uses ChatGPT's developer mode. Before you start - A paid, active BSCpro subscription. - The BSCpro MCP server address: https://bscpro.com/mcp - A paid ChatGPT plan (Plus, Pro, Business, Enterprise or Edu). On Business, Enterprise and Edu, a workspace admin may need to turn on developer mode or add the app for you. Add BSCpro 1. In ChatGPT on the web, open Settings › Apps. 2. Open Advanced settings and turn on Developer mode. 3. Back in Apps, click Create app. 4. Enter the name BSCpro, a short description such as "My BSCpro CRM", and the MCP server URL https://bscpro.com/mcp. 5. For authentication, choose OAuth. Leave any client ID and client secret fields empty. 6. Confirm that you trust the app, then click Create. When BSCpro opens in your browser, sign in if asked. BSCpro then shows the app's name, the account you're signed in as and a list of permissions. Tick only what you want the app to do, then click Allow. If you didn't start connecting this app yourself, click Deny. You're taken back to ChatGPT. Use it in a chat In a new chat, open the + menu, choose Developer mode (or More), and turn on BSCpro. ChatGPT asks you to confirm before it makes a change in BSCpro. | Menus move: These steps match the app at the time of writing. If a menu has moved, look for the app's connector or MCP settings. | |---| Disconnect Remove the server in the app, and disconnect it in BSCpro under Profile › Integrations › Connected AI apps. Changing your BSCpro password disconnects every app. For what a connected app can and can't do, using an access token instead, and troubleshooting, see Connect AI apps and your own scripts to BSCpro.

Connect Claude Code to BSCpro

Claude Code, Anthropic's coding assistant for the terminal and code editors, can use BSCpro through the BSCpro MCP server. Before you start - A paid, active BSCpro subscription. - The BSCpro MCP server address: https://bscpro.com/mcp Add BSCpro and sign in 1. In a terminal, run: claude mcp add --transport http bscpro https://bscpro.com/mcp Add --scope user to make BSCpro available in every project, not just the current folder. 2. Start Claude Code and type /mcp. 3. Choose bscpro, then Authenticate. Your browser opens BSCpro. 4. When BSCpro opens in your browser, sign in if asked. BSCpro then shows the app's name, the account you're signed in as and a list of permissions. Tick only what you want the app to do, then click Allow. If you didn't start connecting this app yourself, click Deny. Claude Code shows BSCpro as connected. Ask it, for example, "List my appointments for tomorrow from BSCpro." With an access token instead If you'd rather not sign in through the browser, for example on a server, create an access token in BSCpro (Profile › Integrations › API access tokens) and run: claude mcp add --transport http bscpro https://bscpro.com/mcp --header "Authorization: Bearer YOUR_TOKEN" Disconnect Remove the server in the app, and disconnect it in BSCpro under Profile › Integrations › Connected AI apps. Changing your BSCpro password disconnects every app. For what a connected app can and can't do, using an access token instead, and troubleshooting, see Connect AI apps and your own scripts to BSCpro.

Connect Cursor to BSCpro

Cursor can use BSCpro through the BSCpro MCP server. Before you start - A paid, active BSCpro subscription. - The BSCpro MCP server address: https://bscpro.com/mcp Add BSCpro 1. Open the file ~/.cursor/mcp.json (for every project) or .cursor/mcp.json in a project (for that project only). Create it if it doesn't exist. 2. Add BSCpro under mcpServers: { "mcpServers": { "bscpro": { "url": "https://bscpro.com/mcp" } } } If the file already lists other servers, add the bscpro entry next to them. 3. Save the file. In Cursor's MCP settings, BSCpro appears with a prompt to sign in. Click it, or start using it in a chat, and your browser opens BSCpro. 4. When BSCpro opens in your browser, sign in if asked. BSCpro then shows the app's name, the account you're signed in as and a list of permissions. Tick only what you want the app to do, then click Allow. If you didn't start connecting this app yourself, click Deny. You're taken back to Cursor, and BSCpro's tools are available in Agent chats. With an access token instead Create an access token in BSCpro (Profile › Integrations › API access tokens) and add it as a header: { "mcpServers": { "bscpro": { "url": "https://bscpro.com/mcp", "headers": { "Authorization": "Bearer YOUR_TOKEN" } } } } Keep this file out of shared code repositories, since it holds your token. Disconnect Remove the server in the app, and disconnect it in BSCpro under Profile › Integrations › Connected AI apps. Changing your BSCpro password disconnects every app. For what a connected app can and can't do, using an access token instead, and troubleshooting, see Connect AI apps and your own scripts to BSCpro.

Connect GitHub Copilot in VS Code to BSCpro

GitHub Copilot chat in Visual Studio Code can use BSCpro through the BSCpro MCP server. Before you start - A paid, active BSCpro subscription. - The BSCpro MCP server address: https://bscpro.com/mcp - A GitHub Copilot subscription and a recent version of VS Code. Add BSCpro 1. Open the Command Palette (Ctrl+Shift+P, or Cmd+Shift+P on a Mac) and run MCP: Add Server. 2. Choose HTTP (HTTP or Server-Sent Events). 3. Enter the URL https://bscpro.com/mcp. 4. Enter the server ID bscpro. 5. Choose Global to use it in every workspace. 6. VS Code asks you to trust the server and sign in. Allow it, and your browser opens BSCpro. 7. When BSCpro opens in your browser, sign in if asked. BSCpro then shows the app's name, the account you're signed in as and a list of permissions. Tick only what you want the app to do, then click Allow. If you didn't start connecting this app yourself, click Deny. Use it in a chat Open Copilot chat and switch to Agent mode. BSCpro's tools only appear in Agent mode. Copilot asks before it runs a tool that changes BSCpro data. | Menus move: These steps match the app at the time of writing. If a menu has moved, look for the app's connector or MCP settings. | |---| Disconnect Remove the server in the app, and disconnect it in BSCpro under Profile › Integrations › Connected AI apps. Changing your BSCpro password disconnects every app. For what a connected app can and can't do, using an access token instead, and troubleshooting, see Connect AI apps and your own scripts to BSCpro.

Connect Gemini CLI to BSCpro

Gemini CLI, Google's AI assistant for the terminal, can use BSCpro through the BSCpro MCP server. Before you start - A paid, active BSCpro subscription. - The BSCpro MCP server address: https://bscpro.com/mcp Add BSCpro 1. Open your Gemini CLI settings file, ~/.gemini/settings.json. Create it if it doesn't exist. 2. Add BSCpro under mcpServers: { "mcpServers": { "bscpro": { "httpUrl": "https://bscpro.com/mcp" } } } If the file already has other settings, add the mcpServers entry next to them. 3. Start Gemini CLI and type /mcp auth bscpro. Your browser opens BSCpro. This needs a browser on the same computer. 4. When BSCpro opens in your browser, sign in if asked. BSCpro then shows the app's name, the account you're signed in as and a list of permissions. Tick only what you want the app to do, then click Allow. If you didn't start connecting this app yourself, click Deny. Type /mcp to check that BSCpro is connected and see its tools. With an access token instead On a computer without a browser, create an access token in BSCpro (Profile › Integrations › API access tokens) and add it as a header: { "mcpServers": { "bscpro": { "httpUrl": "https://bscpro.com/mcp", "headers": { "Authorization": "Bearer YOUR_TOKEN" } } } } Disconnect Remove the server in the app, and disconnect it in BSCpro under Profile › Integrations › Connected AI apps. Changing your BSCpro password disconnects every app. For what a connected app can and can't do, using an access token instead, and troubleshooting, see Connect AI apps and your own scripts to BSCpro.