Getting started
Settings
Configure organization settings, manage payment processors, set up custom fields, adjust branding and preferences.
What you can do at a glance
Configure organization settings, manage payment processors, set up custom fields, adjust branding and preferences.
Organization Settings
Update organization name, address, tax ID, support email, and phone. Set your primary brand color. These details appear on receipts, statements, and public pages.
Payment Processors
Connect Square, Stripe, or Vanco for online payments. Configure live and test modes. Payment connections are used across giving, store, memberships, and event registration.
Custom Fields
Add custom data fields to people profiles. Choose from Text, Number, Boolean, or Date types. Use custom fields for filtering, lists, and segmentation.
Related articles
Also available in-app at /help/settings when you're signed in.
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