Creating your School, Team, or Group?
A: The person who creates the Organization will become the Site Manager, the person responsible for setting things up. Once you have decided on the plan that works for you, in two simple steps, you will create your Organization’s name and set up your username and password. A verification email will be sent confirming your details, and once you complete this step you are ready to go.
Once I’ve signed up, how do I access my organization?
A: You will log in using your username and password and see your Organization(s) you are connected to on your home page when you sign in. Click on the Organization that you wish to enter.
As Site Manager, What should I do first?
A: You should set up your Stripe Account, a platform for collecting fees for eCommerce businesses. This stripe account allows you to have full control of all funds collected with your organization, we simply provide you with that gateway. As Site Manager, once you are logged into your account, in your profile, you will see “Billing/Stripe” option to select, and then a request to connect with Stripe.
I am a volunteer taking this responsibility on. How do I set up my Stripe Account?
A: Unless you are an Organization that is set up as a business or non-profit, you would set-up your account as an Individual, and provide Stripe with information that confirms your identity. You would choose the bank account you wish to direct the funds into that works best for your situation.
What should I do after I set up my Stripe Account?
A: We recommend creating some content within your site – including adding product(s) to sell, item(s) you need to charge, add an event you wish to share, and place a news entry, so that once you invite members into your Organization, they have something to engage with.
How Do I add Members into my Organization?
A: You have two options available to you. 1) The first option is to Invite members. All you have to do is add email addresses for the members you wish to join, press Invite. They will receive an email that lets them know your Organization would like them to join. They will sign up in the same manner you did. 2) The second option is to Add members. You will add their name, email, and phone number, and submit. Your added member will receive an email indicating your Organization has invited them, where they receive their username and temporary password.
How do I add products and Items to sell on my site?
A: We have simplified the process for you so that it’s a matter of a few easy steps. With Products you can include an image, title, size, description, add selling features, and include a sell price and your cost. Adding items are even easier – add a title, your sell price and your cost. As soon as you add the items to the site, they are available to your members for purchase. If you need to stop selling a product or item for a period of time, simply disable it.
How do I deal with collecting the appropriate taxes if any?
A: Because of our system’s simplicity, you need to account for any tax requirements (if any) when selling products and/or items. Since most school and team fundraising efforts do not collect or charge taxes on purchases its likely not applicable. If you are concerned with any implications of collecting/not collecting taxes, you should refer to your organizations accounting department for clarification.
What is a Platform Fee (2%)?
A: To provide you our services that allow you to complete purchases, share news and email messages and collect funds in your own Stripe account for all our plan packages, we collect a 2% platform fee on any purchases or items charged using our eCommerce platform.
What happens once we successfully collect purchases for fundraising products or item charges?
A: You then must decide how to ensure your members, who are now your customers, receive their products or items. Since you control the products and items you wish to sell, you have the responsibility of seeing the orders fulfilled. Each of your customers will receive an email receipt confirming their purchase that will have a transaction id. Use this id # to track your deliveries or pickups accordingly.