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.


Home


The homepage of the platform. This is where you’ll be taken to when you first log in.


Manage


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.


Read: Setting up your first Donation Checkout, Setting up the Fundraiser Checkout, Creating a Payment Checkout


Accounts


Take a look at your reports for individual payments, recurring donations, supporters, event registrations, payouts, and Gift Aid.


Read: Reports overview


Insights


View important data from your platform in the Insights dashboard, including total donation value, average donation value, and total number of donations.


Manage Users


Add new users from your organisation to your platform and edit current users.


Read; Adding users


SMS Giving


View the number of Smart Text Giving payments you’ve received.


My Details


Change the details of your organisation, including your address and phone number.


Read: Connecting Google Analytics to your platform


Settings


Update the settings for your platform for notifications, Custom Fields, your Marketing Permission Statement, and your Favicon.


Read: Adding your Marketing Permission Statement, Changing your email notifications, Creating a Custom Field, Adding a Favicon


Verification Centre


Add or change the bank account details for your organisation.


Read: Connecting your bank account


Support


Read articles in our Knowledge Base and get in touch for help.




Getting started


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.