Organization Info

The Organization Info tool is where you can view and manage the core details of your organization. This includes key information such as your organization’s name, contact details, and other foundational settings used across the platform. Keeping this information up to date ensures that communications, receipts, and account-related details accurately reflect your organization. This tool serves as the central source of truth for how your organization is represented within the system.

My User Profile

Your My User Profile page is where you can view and manage your personal account information. Here, you can update details such as your name, email address, and phone number to ensure your account remains up to date. It serves as your central place for keeping your personal information accurate within the platform.

Account Users

The Account Users tool is where you can manage all users associated with your account. From this page, you can quickly view a list of active users, invite new team members, and remove users when access is no longer needed. It also provides a simple way to support common account management needs, such as initiating password resets for users who are unable to sign in. Designed to keep access control straightforward and organized, this tool helps you maintain the right level of access for your team at all times.

Affiliation Tool

The Affiliation tool helps you manage and understand the relationships between people, organizations, and the events, teams, or campaigns they’re connected to. It allows you to reflect real-world connections—such as a registrant associated with a specific church/school, or a guest belonging to a specific organization.

Overall, the Affiliation tool provides a structured way to organize and leverage the relationships across your network, helping you gain deeper insights and take more informed action.

Payments

The Payments Dashboard gives you a complete view of your transaction activity across your entire account (including Events and Giving). It serves as a centralized log where you can track all revenue in one place.

View your full transaction history
Access a comprehensive record of all payments processed through your account, across every event and giving page. You’ll also see details such as refund transactions.

Track revenue across your account
See how funds are coming in from different sources, helping you understand overall performance at a glance.

Monitor payment activity
Stay up to date on recent transactions and review past activity whenever you need it.

Export data for reporting and integrations
Download filtered transaction data to use outside the platform—whether for reporting, reconciliation, or importing into tools like your CRM.

The Payments Dashboard is an additional way to access your master transaction log, making it easy to stay organized and informed about all revenue flowing through your account.

Billing

The Billing page is where you can view and manage all aspects of your subscription in one place. It’s designed to give you clear visibility into your current plan, upcoming charges, and payment details.

View your subscription details
See which plan you’re currently on, including pricing and billing frequency.

Check your renewal date
Find out when your subscription will renew and when your next payment will be processed.

Review billing information
Stay informed about your upcoming charges so there are no surprises.

Update your payment method
Easily add or update the payment method on file to ensure your subscription continues without interruption.