Desktop Visual Guide — BNI 100 Green Light

Prepare these 3 things first

From the download page, get the latest version. On Mac, drag it to Applications; on Windows, extract and run it.
Have your BNI Connect email and password ready, and confirm Google Chrome can access the internet.
To use schedules or mobile access, first complete Premium activation.

Blocked on the first launch?On Mac, right-click the app and choose “Open.” On Windows SmartScreen, choose “More info” → “Run anyway.”

Sign in to BNI Connect

Enter your usual BNI email and password. The desktop app connects directly and never uploads your credentials to the Green Light cloud.

Desktop BNI Connect sign-in screen — Use the sign-in form on the right. The left side explains how local credentials and mobile access are protected.

Enter your BNI Connect email and password.
Select “Remember email” on a personal computer. Do not select it on a shared computer.
Select “Sign in and open dashboard” and wait about 10–20 seconds for Chrome to finish.

Remember password in PremiumThe password is stored in macOS Keychain or Windows Credential Manager for schedules and mobile access; it is never written to the website database.

Dashboard overview

After signing in, review the three status indicators and start with thank-you notes, referrals, or one-to-ones.

Desktop dashboard and three main workflow cards — 上方顯示 BNI 連線、手機遠端與下次排程；三張功能卡保留主要操作，詳細內容可按「查看功能說明」閱讀。

Thank-you notesProcess referrals received from others and record status, amount, and thank-you message.

ReferralsSelect members, apply saved content, and create referrals in batches.

One-to-oneSelect members, topic, location, and date to create meeting records in batches.

Process thank-you notes

Automatic mode is fastest for consistent data. Review mode lets you confirm each amount, type, and message before submission.

Automatic and review-mode selection for thank-you notes — Choose a mode after opening thank-you notes. Both modes fetch the pending list first and submit nothing until you start.

On the dashboard, select “Open thank-you notes.”
Choose “Automatic” when the data is ready, or “Review first” to inspect each item.
Confirm the pending count, amounts, and types, then monitor progress and individual results.

Amount detection tipWrite “Customer name NT$35000” in the referral details so the thank-you flow can detect and fill the TYFCB amount.

Create referrals in batches

Select members, apply content, enter amounts, and submit once from the same screen.

Batch referral screen — 左側選會員，右側分為「本次內容」、「引薦金額」、「套用範本」、「預設電話」與「其他選項」；送出按鈕固定在底部。

Select the members who should receive referrals. Use the star to pin frequent members.
在「套用範本」選擇內容，套用後會回到「本次內容」，仍可自行修改。
在「本次內容」填文字，到「引薦金額」填金額；在「預設電話」確認電話，並到「其他選項」確認引薦類型與名片設定。
Select “Submit referrals” at the lower right, then review the success or failure of each item.

Create one-to-one records in batches

The member list is shared with referrals and only needs to be fetched once. You can also save common topics, locations, and outlines.

Batch one-to-one screen — 左側選對象，右側以分頁填主題、地點、日期與談話大綱；送出按鈕固定在底部。

Select one-to-one participants; you can search, select all, or clear.
在「活動主題」選擇內容，系統會帶入建議地點與大綱；到「地點」確認會面位置。
在「日期」確認會面日期；留空代表今天。到「大綱與常用套餐」檢查大綱，或保存可重用的套餐。
Select “Submit one-to-ones” and review the execution log.

View your traffic-light score

Fetch the latest six months of PALMS and calculate the score instantly. Each row shows what is still needed.

Live traffic-light scoring and suggestions — 總分固定顯示在上方；下方分為指標數據、計分標準、改善建議與綜合建議。

Open the “Traffic Light” tab and wait for PALMS to load.
Enter values manually if data is missing or different; the total recalculates immediately.
到「計分標準」選擇要查看的指標，再依「改善建議」補足缺口，觀察總燈號是否升級。

Activate Premium

After payment, use online activation. If the order and machine code differ, specify the order or paste the license manually.

Premium purchase and license activation screen — 在「加強版與排程」的「授權」頁籤確認機器代碼；購買後優先使用「線上自動啟用」。

切到「加強版與排程」的「授權」頁籤，複製機器代碼。
Go to the purchase page, choose a plan, and complete payment.
Return to the app and select “Online activation.” If no order is found, paste the license from your email.
Activation is complete when “Premium active” and an expiration date appear.

Set up background mode, schedules, and mobile access

With Premium active, the computer can remain online for mobile tasks and run jobs on selected days and times.

Background mode, mobile access, and schedule screen — 背景、排程、手機連線與配對資訊分頁呈現。首次手機使用先到「手機連線」完成「註冊／更新這台電腦」。

For automatic operation, select “Remember password” on sign-in, then enable the required background options.
到「手機連線」勾「啟用這台電腦的手機遠端代理」，按「註冊／更新這台電腦」。
Enter the one-time pairing code in the mobile console within 10 minutes.
Select “+ Add schedule,” set the task, time, and weekdays, and confirm it is enabled.
Keep the computer on, the app running, and the network connected. The phone shows it offline while the computer sleeps.

Current secure mobile scopeConnection testing and end-to-end encrypted pending-list access are available. The phone does not write to BNI; write tasks are enabled separately after security validation.

FAQ and quick troubleshooting

Sign-in remains on the Chrome screen

Confirm the credentials work on BNI Connect, then close and reopen the app. Update Chrome if it is outdated.

The member list is empty

In Referrals or One-to-one, select “Refresh member list.” If it stays empty, sign in to BNI again.

The phone shows the computer as offline

Confirm the desktop app is open, the remote agent is enabled, and the network works, then select “Reconnect.” A sleeping computer is also offline.

A scheduled task did not run

Check that the schedule is enabled, the password is securely saved, and the computer is on and awake.

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