In this article, we’ve provided an overview of each section of the Charity Checkout platform, including relevant training guides, and links to where you can get help.
Note: Some of the areas of the platform are only accessible to certain types of user, e.g. Manage Users and Verification Centre can only be accessed by Administrators.
The homepage of the platform. This is where you’ll be taken to when you first log in.
Your online fundraising toolkit. Create and manage Donation and Payment Checkouts, the Fundraiser Checkout, Event Pages, and Offline Donations (depending on your Charity Checkout package). You can also manage Personal Fundraiser and Team Pages created by your supporters.
Take a look at your reports for individual payments, recurring donations, supporters, event registrations, payouts, and Gift Aid.
Read: Reports overview
View important data from your platform in the Insights dashboard, including total donation value, average donation value, and total number of donations.
Add new users from your organisation to your platform and edit current users.
Read; Adding users
View the number of Smart Text Giving payments you’ve received.
Change the details of your organisation, including your address and phone number.
Update the settings for your platform for notifications, Custom Fields, your Marketing Permission Statement, and your Favicon.
Add or change the bank account details for your organisation.
The guides in the Getting Started section in our Knowledge Base will walk you through everything you need to do to get up and running on your platform.