Edith Henry

Your FundEasy Account

Welcome to FundEasy!

Advancing to V4: The Next Generation of Our Platform

Events, Giving, and Peer-to-Peer: Three Powerful Approaches to Fundraising

Adding Users to Your Account

Account Level Tools

Privacy Policy

Keep up to date on FundEasy's website and app status

FundEasy Status Page

FundEasy Subscription Cancellation Policy

FundEasy Events

Everything related to Event Creation and Registration Setup

Creating Your Event

Creating Your Event: Where Everything Starts

Creating Your Event: Crafting the Perfect Look and Feel

Attendance Goal vs. Event Capacity: What's the Difference?

Opening and Closing Your Event

Can I copy my v3 Event Settings into v4?

Registration Setup: Form Builders

Registration Setup: Template Defaults and Additional Registration Types

Editing Your Public Page Content

Additional resources specific to Table Hosted Events

Table Hosted Events

Table Hosts and the Registration Setup

Table Hosts and the Form Builder

Group By: Host

The Host Manager Tool

Using The Host Manager Tool (Host Information)

The "Person Added" Notification Email

Manually Assigning a Guest to a Host

Enabling "Select Host Name" for Your Event

If you will be using paid tickets for entry to your event, check out these articles!

Pay-to-Attend Events

Adding Payment Fields to a Registration Type (Guest or Host)

Adding a Promo Code

Enabling/Managing Offline Payments

Creating a Refund from the Event Payments Manager Dashboard

Managing Cancellations for Pay-to-Attend Events (With or Without Refunds) from the Main Guest List View

Additional resources specific to Sponsored Events

Sponsors and the Registration Setup

Sponsors and the Form Builder

Creating Sponsor Tiers (Pay-to-Attend Event Only)

The Event Sponsors Dashboard

Guest Lists, Registration Requests, and Tables & Seating

Registration Manager

Registered Guest List

Tagging Guests in Your Registration Manager

Cancelled Guest List

Table Chart: Getting Started

Table Chart: Working with Your Floor Layout

Table Chart: Reset Table Chart

Table Chart: Seating Your Guests

Registration Request Dashboard

Managing Dietary Restrictions

Managing Parties

Communications

Send Email

Invitations

Three Key Ways to Build Your Invitation List

Invitations Tool "Add to List"

Information

Name Tags & Labels (Avery Integration)

Custom Reports

Registration Source Breakdown

Finishing Your Event

Closing Out Your Event in FundEasy

Live Check-In

FundEasy Giving

FundEasy Giving: From One-Time Gifts to Lifelong Support

Easy Hosted Giving Page: Your Ready-Made Launch Point

Additional Giving Pages: Something for Every Occasion

Customizing Your Giving Pages

Reporting Revenue from FundEasy Giving

P2P Fundraising

What Is Peer-to-Peer Fundraising in FundEasy?

Introducing Peer-to-Peer Fundraising in FundEasy V4

How Peer-to-Peer Fundraising Differs from Giving Pages

Creating a Peer-to-Peer Event

Fundraising Setup

Updating the Organization Description

The Participant Fundraising Experience in Peer-to-Peer Campaigns

Managing Your Participants' Fundraiser Pages

Revenue Attribution and Reporting in a Peer-to-Peer Event

Resources to Share with Your Peer-to-Peer Participants

How to Create and Manage Your Fundraising Page

How to Share Your Fundraising Page

Why Did My Fundraiser Link Expire

FundEasy Payments

Setting Up a FundEasy Stripe Account

The Transactions Dashboard

Pledges

How can we help you?

Help Center

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fundeasy

Backlog

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Main Roadmap

Client Support

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