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

Managing Users for Your Account

Consultants (Users on Multiple Accounts)

Account Level Tools

The Affiliations Tool

Privacy Policy

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

FundEasy Status Page

Sharing Your Feedback

Resetting Your Account Password

FundEasy Events

This will take you from the very first step of creating a new event all the way to being ready to open your event

Creating Your Event: The Complete Checklist

Creating Your Event Step 1: Choosing Your Event Template

Creating Your Event Step 2: Details and Location

Creating Your Event Step 3: Theme Designer

Creating Your Event Step 4: Communication Settings

Creating Your Event Step 5: Previewing Your Event Email Templates

Creating Your Event Step 6: Registration Setup

Creating Your Event Step 7: Customizing Your Registration Forms

Creating Your Event Step 8: Opening and Closing Your Event

Guest Lists, Registration Requests, Tables & Seating, and More!

Event Management: Tools and Features

The Events Dashboard

Duplicating an Event

Editing Your Public Page Content

Registered Guest List

Cancelled Guest List

Tagging Guests in Your Registration Manager

Table Chart: Working with Your Floor Layout

Table Chart: Seating Your Guests

Registration Request Dashboard

Managing Dietary Restrictions

Managing Parties

The "Person Added" Notification Email

Name Tags & Labels (Avery Integration)

Live Check-In

Can I copy my v3 Event Settings into v4?

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

Collecting Simple Acknowledgements Using Custom Questions

Event Communications

Send Email: Compose

Invitations

Three Key Ways to Build Your Invitation List

Invitations Tool "Add to List"

Send Email Tool: Sent Emails

Event Wrap-Ups

Registration Source Breakdown

Custom Reports

Closing Out Your Event in FundEasy

Additional Resources Specific to Vision Dinner Events

Vision Dinner Events

My Event Uses Table Hosts--Do I Need a Vision Dinner Event or a Bundle Registration Event?

The Host Manager Tool for Vision Dinner Events

The Host Manager Tool for Vision Dinner Events (Host Resource)

"Promote to Host" Feature in a Vision Dinner Event


Enabling "Select Host Name" for Your Vision Dinner Event

Manually Assigning a Guest to a Host in a Vision Dinner Event

Demoting a Host in a Vision Dinner Event

Group By: Host

Using the Host Dashboard for Vision Dinner Events

Groups & Hosts Report for Vision Dinner Events

Additional resources specific to Bundle Reservation Events, including Free Registration Events and Paid Registration Events

Bundle Reservation Events

Building Your Registration Bundles

The Guest List Tool for Bundle Registration Events

The Guest List Tool in Bundle Registration Events (Host Resource)

What If Someone Loses His Guest List Manager Tool for His Bundle Registration???

Manage Registrants for Bundle Registration Events

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

The "Vision Dinner" and "Table Reservation" Event Templates were not released until June 23, 2026. Until that date, hosted events contained some but not all of the feature sets from both of these event models.

If your hosted event was created prior to June 23, 2026, you will still want to reference these articles for questions about your specific event.

Host Events Created Prior to June 23, 2026

The Host Manager Tool

Using The Host Manager Tool (Host Information)

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

Creating a Baby Bottle Campaign

Creating a Birthday Fundraiser

Customizing Your Giving Pages

Adding Offline Transactions for a Giving Page

Reporting Revenue from FundEasy Giving

Understanding Your Giving Page Details & Metrics

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

Using Teams in a Peer-to-Peer Event

Managing Pledges in a Peer-to-Peer Event

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

Managing Pledges for Your Fundraiser

Exporting Your Fundraiser List to CSV

FundEasy Payments

Setting Up a FundEasy Stripe Account

I Made a Mistake Setting Up My Processor

FundEasy Platform Fees

Locking in Stripe's Nonprofit Rate

The Transactions Dashboard

The Payouts Dashboard

The Recurrings Dashboard

Pledges

Setting Up Your FundEasy/eKyros Centerpiece Integration

How can we help you?

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