Please click the links below to read the help guides you’re interested in.

If a guide has the symbol you’ll need to be signed in as a charity to see it. If you haven't done so already, click here to register your charity.

Registering

• Registering your charity
• Setting up your charity's page
• Forms we need from your charity
• Your charity's set-up fee

Account users

• Signing in
• Forgotten your password
• Reset your password
• Adding account users
• Changing an account user’s details
• Managing access to your account

Updating your charity's page

• Adding or removing pages
• Updating your charity’s page
• Changing your webpage address
• Adding photos to your page
• Promoting your charity's page

Reporting

• Introduction to reporting
• Search function
• Types of report
• Running a report
• Getting access to edit and create reports
• Editing our flexible reports
• Scheduling a report
• Managing your reports
• Setting up reporting codes
• Custom codes bulk upload
• Manually allocating reporting codes
• Amounts fundraisers have raised
• Find your fundraisers’ contact details
• How many pages have been set up for your events
• Payments into your bank account
• Breakdown of individual donations

Email alerts

• Setting up your email alerts

Financial

• Donation and Gift Aid payments to charities

Events

• Setting up your own event
• Joining an existing event
• Adding a new event
• Cancelling an event
• Choosing who will manage an event
• Collecting event fees
• Splitting donations between charities
• Creating a deep link to your event
• Updating an event

Updating your account information

• Changing your registered address
• Changing your administration address
• Adding a bank account
• Managing your charity’s bank accounts
• Changing your charity’s logo
• Changing your charity’s colour
• Changing your charity’s description
• Updating your charity’s details
• Changing your charity category