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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.

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