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Getting Started

12
  • Report a bug
  • Getting Started Checklist
  • Account Settings: Organization Settings
  • Account Settings: Personalize the Dashboard
  • Account Settings: Back to School Guide
  • Website: Website Menus
  • Website: Website Menus – Mobile
  • Website: Web Pages
  • Members: User Roles
  • Members: Importing and Creating Contacts
  • Account Settings: Adding Administrators
  • Messenger: Lists

Account Settings

7
  • Account Settings: Organization Settings
  • Account Settings: Personalize the Dashboard
  • Account Settings: Back to School Guide
  • Account Settings: Update your account main contact
  • Account Settings: Adding Administrators
  • Report a bug
  • Account Settings: Updating Billing Email Address

Registration

7
  • Report a bug
  • Registration: What the registration process looks like to a member
  • Registration: Create a custom registration form
  • Registration: Build a custom Registration process
  • Registration: How to Close Registration
  • Registration: Customize Registration Page
  • Registration: Top 7 Ways to Improve Member Registration

Members

10
  • Report a bug
  • Members: How to Change a Username
  • Account Settings: Adding Administrators
  • Importance of a Clean Database
  • Members: Profile Tabs
  • Members: Profile Fields
  • Members: User Roles
  • Members: Importing and Creating Contacts
  • Members: Exporting Contacts
  • Members: How to Create Print Grade or Classroom Lists

Messenger

11
  • Report a bug
  • Messenger: Add User to an Email List
  • Messenger: How to forward successful subscribers
  • Messenger: Personalize your emails
  • Messenger: Importing Subscribers
  • Messenger: Creating Your First Email
  • Messenger: Understanding Messenger
  • Messenger: Subscription Forms
  • Messenger: Lists
  • Messenger: Why Are Emails Going to Spam?
  • Messenger: Remove User from an Email List

Sign Ups

12
  • Report a bug
  • Sign Ups: Getting Started
  • Sign Ups: Set plugin administrators
  • Sign Ups: Create system pages with a shortcode
  • Sign Ups: Display sign ups on Sign Ups Listing page
  • Sign Ups: Review system emails
  • Sign Ups: Customize the display scheme
  • Sign Ups: Create your first sign up
  • Sign Ups: Tasks/Slots
  • Sign Ups: Managing Volunteers
  • Sign Ups: Tips to Increase Volunteer Support and Retention
  • Sign Ups: Sign up not appearing on front-end

Project Notebooks

22
  • Report a bug
  • Project Notebooks: Understanding Project Notebooks
  • Project Notebooks: Getting Started
  • Project Notebooks: Set plugin administrators
  • Project Notebooks: Review system emails
  • Project Notebooks: Create system pages with a shortcode
  • Project Notebooks: Customize the display scheme
  • Project Notebooks: Create your first notebook
  • Project Notebooks: Display project on Project Listing page
  • Project Notebooks: Approve project administrator requests
  • Project Notebooks: Turn on project administrator requests
  • Project Notebooks: Create a kanban board
  • Project Notebooks: Create a project budget
  • Project Notebooks: Create meeting minutes
  • Project Notebooks: Create tasks
  • Project Notebooks: Display meeting minutes on the website
  • Project Notebooks: Publish a notebook
  • Project Notebooks: Delete a notebook
  • Project Notebooks: Archive a notebook
  • Project Notebooks: Duplicate a notebook
  • Project Notebooks: Edit a notebook
  • Project Notebooks: Hide or show notebook sections on front-end

Website

10
  • Website: Web Pages
  • Website: Website Menus
  • Website: Website Menus – Mobile
  • Website: What is a shortcode?
  • Website: Placing Shortcode
  • Website: Add a Google Calendar to Your Website
  • Understanding Cache – Why Can’t I See My Changes?
  • Website: Set up your DNS to map your domain
  • Troubleshooting: How to fix a 404 page error
  • Report a bug

News Articles

6
  • News Articles: Intro
  • News Articles: Posts module
  • News Articles: Posts Carousel module
  • News Articles: Posts Slider module
  • News Articles: Posts, Posts Carousel, and Posts Slider modules examples
  • Report a bug

Troubleshooting

6
  • Messenger: Why Are Emails Going to Spam?
  • Sign Ups: Sign up not appearing on front-end
  • Troubleshooting: Admin getting “You do not have sufficient permissions” message
  • Troubleshooting: How to fix a 404 page error
  • Report a bug
  • Understanding Cache – Why Can’t I See My Changes?

Fundraisers

12
  • Report a bug
  • Fundraisers: Getting Started
  • Fundraisers: Create your first fundraiser
  • Fundraisers: Customize the display scheme
  • Fundraisers: Review system emails
  • Fundraisers: Set plugin administrators
  • Fundraisers: Display fundraisers on Fundraiser Listing page
  • Fundraisers: Create system pages with a shortcode
  • Fundraisers: Make a Test Payment
  • Fundraisers: Order Status
  • Fundraisers: How to reconcile orders with Stripe
  • Fundraisers: Exporting Orders

Stripe

6
  • Stripe: Find my Client ID
  • Stripe: How to process a refund
  • Stripe: How to connect your fundraiser to Stripe
  • Stripe: How to enable Connect on your account
  • Stripe: How to set deposit interval
  • Report a bug
  • Home
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  • Stripe
  • Stripe: How to enable Connect on your account

Stripe: How to enable Connect on your account

This document will guide you through the process of enabling the Connect functionality with your Stripe account.

  1. Login to your Stripe account.
  2. Click the Connect tab along the top of the page.
  3. Click the Get Started with Connect button
  4. Complete your platform profile (required) using the following choices as prompted...
  • Step 1: Industry - E-commerce products
  • Step 2: Where purchased - From your seller/service provider's website or app
  • Step 3: Whose name - Your platform's name
  • Step 4: Who to Contact - The seller/service provider using your platform

Click Submit

Once submitted, Stripe will review your settings. Approval can take up to 12-24 hours, but usually occurs within an hour. Once approved, you will be able to access your Client ID.

NOTE: We recommend a one month interval deposit schedule!

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Updated on September 7, 2023
Stripe: How to connect your fundraiser to StripeStripe: How to set deposit interval

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