Getting Started¶
A walkthrough for a brand-new chapter setting up the bot for the first time. Estimated time: 15 minutes.
Prerequisites
The bot must already be running and connected to your Discord server. If the green "Cryso Calc#8981" status isn't showing, see Operations → Maintenance first.
Step 1 — Add yourself to the roster¶
You can't log payments for brothers who haven't been onboarded. Start with yourself:
Optionally pass a name argument to override the Discord nickname:
Repeat for every brother in the chapter. Order doesn't matter.
Verify with /list_members — you should see everyone you've added.
Step 2 — Define the rooms in the house¶
If your chapter has a physical house, define each room and its full-occupant semester price:
/set_room name:"Room 1" price:2000
/set_room name:"Room 2" price:1800
/set_room name:"East Loft" price:2200
The price you set is what a single occupant would pay alone. When two brothers share a room, the bot automatically splits it.
Step 3 — Set the semester dues amount¶
For brothers who don't live in the house, this is what they owe:
400 here means $400 per non-resident brother for the current semester. The bot knows whether we're in Fall (Sep 1 – Dec 31) or Spring (Jan 1 – May 31) automatically.
Step 4 — Assign brothers to rooms¶
For each brother actually living in the house this semester:
Repeat for every resident. If two brothers share a room, just run /assign_room for each of them on the same room — the bot rebalances both shares to 0.5 automatically.
After assignments, check the picture with:
A brother with a room owes room_price × their_share. A brother without a room owes the flat $400 (or whatever you set in step 3).
Step 5 — Link the org's Slash cards to their holders¶
If officers carry physical Slash cards, link each one to its holder so transaction posts can attribute charges automatically:
Copy a card's ID from the output, then:
When that card swipes, the live txn card in your treasurer channel will say "Card: Joe's Treasurer Card (👤 Joe Smith)".
Step 6 — Backfill the bank's recent activity¶
The bot syncs Slash transactions automatically every hour, but to seed the local mirror with the last 60 days right now:
Or pull a longer window:
After the command finishes, run /balance to confirm everything's connected.
Step 7 — Record your first payment¶
When a brother Venmos you $100 for dues:
The response embed shows the payment ID — copy it if you need to undo or attach a receipt later.
Step 8 — See where everyone stands¶
Paginated view of every brother sorted by amount owed, with each one showing total due, paid, deducted, and remaining.
Anyone (not just treasurer) can run this to see their own balance.
Officer-only detailed view of one brother.
What to do day-to-day¶
After the initial setup, your routine boils down to:
| When | Command |
|---|---|
| A brother pays you cash/Venmo/etc. | /log_payment |
| A brother bought event supplies out-of-pocket | /deduct_dues |
| A brother says they'll pay by Friday | /promise |
| A bill comes due | /log_expense then /pay_expense |
| You receive a donation | /log_donation |
| Quick mental note | /reminder |
| End of semester | /end_semester, /export_dues |
Live alerts for card swipes, deposits, and card lifecycle events post automatically to your treasurer channel — you don't have to do anything.
Next steps¶
- Command Reference — every command with detailed usage
- How dues are calculated — the math behind room shares and the flat semester rate
- Webhook architecture — how real-time alerts work