Edith Henry

Account Info & Users

Advancing to V4: The Next Generation of Our Platform

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

FundEasy Status Page

Adding Users to Your Account

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 Your Event (the Manual Way)

Can I copy my v3 Event Settings into v4?

Registration Setup: Form Builders

Registration Setup: Template Defaults and Additional Registration Types

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

Additional resources specific to Sponsored Events

Sponsors and the Registration Setup

Sponsors and Form Builder

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: Seating Your Guests

Registration Request Dashboard

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

Policies

FundEasy Subscription Cancellation Policy

Privacy Policy

How can we help you?

Help Center

Improved

Fixed

fundeasy

Backlog

Planned

In Progress

Completed

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Main Roadmap

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