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Merit Badge Record Keeping for Merit Badge Counselors (SB)

Steps in MBCs working with Scouts in SB

1.  If you are not a leader in the unit the Scout is in, make sure your connected to the Scout to work on the badge.   Go to your dashboard in Scoutbook, and in the My Merit Badge Counseling select Edit Merit Badges for Counselors.  Then click on the badge you counsel, and if the Scout shows under Choose Scout you are connected.  If not:  Return to your Dashboard, then click on My Account => My Connections.  Click Add then enter the Scout’s last name and member ID, click search, select the badge you are counseling, then click connect.

2.  With the basic tools in Scoutbook you can approve individual requirements or the badge for individual Scouts or use quick entry to credit multiple Scouts with completing individual requirements or the entire badge.  You can also send them email messages (their parents will automatically be copied on any email you send.)  You can also print blue cards.

3.  When you are done counseling a Scout you can return to the My Connections page to remove your connection to the Scout.

4.  The Firefox / Chrome Extension, can add even more features for merit badge counselors.  For more information, see the help guide here: https://help.scoutbook.scouting.org/knowledge-base/feature-assistant-extension-adds-features-to-scoutbook/

A Video on Quick Entry for Merit Badge Counselors

A video on an alternate way of finding your connected Scout and updating requirements.

Also see our handout here:

For information on how a merit badge counselor can connect to a Scout for record keeping, follow this link.

Advanced feature information is here, including merit badge counselor reports.

Updated on March 24, 2021

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