A merit badge counselor can be connected (invited) by a unit leader to counsel a Scout in Scoutbook, or if the merit badge counselor knows the Scout’s last name and member ID they can connect to the Scout themselves.
Please see our PDF guide below on how a merit badge counselor can connect (be assigned to) a Scout in Scoutbook for merit badge counseling and approval. Note when the connection is made an email is sent to the parent of the Scout and the unit leader.
Also here are a couple of helpful videos
For information on how to record advancements as a merit badge counselor, follow this link.