Take a look at the menu (shown below) on the left hand side of your dashboard, and go through all the different pages to get to know your dashboard. Below you can learn more about each step.
Whenever you see a (1) or other number in the menu, it indicates that their is an action that you need to take in that area.
Dashboard
Here you can see an overview of your activities: Donations collected, averages of these donations, fundraisers recently created, newest fundraisers, and recently ended fundraisers.
Projects
Here you can see all your projects and easily edit them. This is also where you create a new project.
Fundraisers
Here you can search all created fundraisers and view any contact information, add offline donations, and edit, close and delete fundraisers.
Invitations
Here you can send invitations to your supporters to create a fundraising page, and view/track previous invitations.
Donations
This is where you can find a donation. Edit the comment, name shown, anonymise it, refund it, or re-send the donation receipt.
Users
Here you can add new users and remove old ones.
Export data
Here you can export data on fundraisers and donors as CSV files.
Reports
Every month we will release a new report with data and numbers on the donations from the last month. These can be found here.
Settlements
Every month a new settlement report is released from Clearhaus. You can find these and download them here.
Integrations
This is where you can create API keys, set up webhooks, and debug any integrations you have built.
Billing
Add you credit card, see previous charges, buy add-on services and see your subscriptions.
Sites
You can edit your profile as it appears on BetterNow and any other platforms you may be visible on. This is also where you will find various settings for all your sites, includes tracking, SO and cookies settings.
Account
This is where you fill out your basic account information. You can update your address, legal contact email, set contact permission texts and other basic info. You can also add information for KYC checks and view existing agreements and sign new ones.