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Getting Started
Hybrid/In-Person Events

Learn how to set up and run Hybrid and In-Person Events.

Virtual Event

Learn how to set up and run Virtual Events from invitations to reports.

Silent Auction

Also called Online Auction. Let us walk you through the set up and running one.

Campaigns

Explore the different campaigns types and their superpowers.

Recent donations
No donations yet.
Donor Email Campaign Type Status Date Amount
  • Organization Info
  • Change Password
  • Notifications
Annual Tax Receipt to Donors
We send consolidated annual tax receipts for all donations recorded in PayBee for donors in the third week of January. Everyone is opted in by default.
Opt out of annual Tax Receipt.
Opt Out
Select Cover Image
Select Logo
Account Banner Color
Used for top banner for donation pages & email headers. Preview after the update.
Background Color
Text Color

Add email Ids to be notified for each successful transaction.

Type a email and press enter to add. Click X to remove it.

No transaction data available for selected dates

Summary Totals
Transfers
Transfer amount
Donation amount
Total fee
Refunds
$0.00
Tax Collected
$0.00
Adjustments
$0.00
Campaign Breakdown
Transfers
Initiated Est. Arrival Proceed Fee Donation Refund Tax Collected Adjustment Status
  1. Transfers
  2. All Campaigns
Campaign Totals
Transfer By campaign
Date Campaign Proceed Donation Tax Fee Status
  1. Transfers
  2. Transfer Details

Transfer Details

Transfer Date
Proceed
Number of Donations
Fee
Refunds
Tax Collected
Adjustments
Donor Name Campaign Proceed Donation Date Tax Trans. Fee PayBee Fee Status

Daily Donation and Pledges


  • Activity by Day
  • Activity by Week
  • Activity by Month
  • Summary
  • Report Filters
  • Select Columns
Pledges
$0
Donations
$0
Card
$0
Bank Account
$0
Check
$0
Cash
$0
MTD YTD Last Month Last Year Custom
  Save Report
Apply Reset select All
No transaction match this criteria.
No PeerToPeer Campaigns present
Links:
Leaderboard COPY
Leaderboard Iframe COPY
No volunteers added yet
Name Email Raised Pledges Status Actions
No accounts added yet
Name Email Phone Role Status Action
  • Privacy Policy
  • Terms of Service
Name Email Phone Address ExternalId Amount Donations Last Action
No recurring donations yet.
Name Email Phone Address Campaign Option Frequency Amount PledgeAmount Type Status StartDate EndDate Info InfoSelect Detail

This has been deprecated.

Please go to "Manage/Events" for new experience.

To create and manage your Hybrid, Virtual or In-Person Events.

Event Name
  • At A Glance
  • Attendees
  • Invitations
  • Event Page Invitations
At A Glance
Event totals and distribution by campaign.
Last Updated:

Total

Pending
Donated
Attendees
List of attendees
  • Event Join
  • Pending Cart
0 Confirmed
0 Attended
No attendees yet.
Actions Name Email Live Attended Cart Pending Donated Paddle Address Phone Info Payment Link Join Link
Invitations
Invitations for direct RSVP for virtual event.
0 Sent
0 Opened
0 Accepted
0 Declined
0 Bounced
No invitations yet.
Actions Name Email Updated Status Reminded
Event Page Invitations
Invitations for the registartion through event page.
0 Sent
0 Opened
0 Bounced
No invitations yet.
Actions Name Email Updated Status Reminded
Download Bid Sheets, Bidder List
Bidders & Items (Excel) Bid Sheet (PDF) Bid Sheet QR (PDF)
No Auction campaign with online bidding enabled.
Create one from Campaigns. Or edit existing Auction Campaign to see it here.

Status:
End Auction
No Ticketing campaign
  • Tickets
  • Guests
  • Tables
  • Invitations
Tickets
  • Send Reminder
  • Send Add Guest Reminder
● Connected to Event
Event
Tickets
No ticketing transactions yet.
Name Email Option Count Guests Checked In Date Phone Street Address Info Info Selected
Checked In: 112/324
Guests
Guests
No guests added yet.
Guests
This functionality is currently disabled.
Instruction to enable Guests:
1. Please turn on "Collect Guest Information" in Ticketing Campaign
Tables
Tables
No tables added yet.
# Seats Assigned Category
Tables
This functionality is currently disabled.
Instruction to enable Tables:
1. Please connect Ticketing Campaign to In-Person Event
2. Please enable "Guest will have assigned tables"
Invitations
0 Sent
0 Opened
0 Accepted
0 Declined
0 Bounced
Invitations
No invitations added yet.
Name Email Option Count Created Updated Status
← Back to Tickets
Success
Ticket for Name has been created.
Holder Name
Ticket Type
  • Open URL
  • Copy URL
  • Send Reminder
  • Send Add Guest Reminder
0 of 0 Reserved
0 Invite(s) Pending
0 Accepted
0 Declined
  • Confirmed Guests
  • Invitations
Confirmed Guests
Confirmed Guests
Name
E-Mail
Table #
Paddle #
Confirmed Guests
People confirmed to be attending
You have no confirmed guests yet.
Use the button below to Add Guests to this ticket.
Required for Table and Paddle Assignments.
Confirmed Guests
This functionality is currently disabled.
Instruction to enable Confirmed Guests:
1. Please enable Collect Guest Information
Invitations
Invite people to attend via email
Name
E-Mail
Count
Status
Invitations
Invited people
You have no invited guests yet. Click the Invite button to start.
Invitations
This functionality is currently disabled.
Instruction to enable invitations:
1. Please switch on "Collect Guest Information"
2. Please switch on "Enable Guest Invitation"
Add People to Ticket
0 seat(s) remaining
Guest Type
If the guest is arriving alone select Single. If the guest will have company, select group.
Single
Group
Select the number of guests in the group:
Cancel Next
Assign Paddle Number
Enter a number or click generate and we will generate one for you
Get Next Available Paddle Number
Cancel Assign
All Campaigns/
No transactions yet.
Donor Email Phone Address Option Status Type Amount Tax Date Method
No transactions yet.
Donor Email Phone Address Option Status Amount Date Action
Volunteer Donor Amount Method Date Action
Donor Email Amount Date Status Reminder Company Actions
Event Name
  • At A Glance
  • Attendees
  • Paddles
  • Event Page Invitations
At A Glance
Event totals and distribution by campaign.
Last Updated:

Total

Pledged
Pending
Donated
Attendees
List of attendees
Name Email PaddleNum TableNum Cart Pending Donated Checked In Checkout Link
Bidder Paddles
Assign and download paddles

For Printing, print it on letter size paper with scale set to 100%

Preview and Download Bidder Paddles

For Printing, print it on letter size paper with scale set to 100% and pages per sheet of 4

Preview and Download Bidder Table Cards

For Printing, print it on letter size paper with scale set to 100%. Two paddles on one page, suitable for attaching to the printed program.

Preview and Download One Sided Bidder Paddles
Event Page Invitations
Invitations for the registartion through event page.
0 Sent
0 Opened
0 Bounced
No invitations yet.
Actions Name Email Updated Status Reminded
This functioanlity is only provided for recording offline donations. For an accurate recording of:
Tickets: Please use the Add Tickets button from Manage/Ticket and Guests.
Auction Items: For auction items add it to the donor's cart from Reports/All Pending and check out.

Search Donor

X

Or

Create New User

Selected Donor

Or
Donor Street Address
Select User

Add Donation

Select Campaign
Select Option
Donation Type
Donation By
Add Donation

Done

Donation Recorded
Add Another

Instructions

1. Download empty sample File (Download)
2. Add required and optional data
3. Campaign id lookup
4. Upload file, fix any issues reported
5. Submit
Show Detailed instructions

Campaign ID lookup


Supported File Format: XL spreadsheet with header row
Column Name Header Value Description Note
name* Required Required Name of Donor Full name of Donor
email* Required Optional Email of Donor One of Email, Phone or Address must be present
phone* Required Optional US phone number of Donor One of Email, Phone or Address must be present
address* Required Optional Full street of the Donor One of Email, Phone or Address must be present
campaign_id* Required Required Campaign Id, number Use campaign Id lookup to find correct values
amount* Required Required Donation amount in dollars, excel cell type is number or currency Non zero donation amount
date optional optional Donation date in Month date, year (e.g. March 30, 2018), change excel cell type to text Current date will be used if not present
memo Optional Optional Any additional notes Any additional notes about this donation
method optional optional Donation Method - use "check", "cash", "card", "inkind", "stock" or "other" If Empty defaults to check
type optional optional use donation or corpmatch Defaults to donation if not present
company optional optional Donation matching company Only used when donation type is corpmatch
notify optional optional Notify donor of donation - yes or no Notification sent via email if present
Choose file

Review Donation Data

Action Donor Amount Date Campaign/Option Type/Method Notify Memo
Add Donations

Donations successfully added!

image corp
Create Ticket
Add single or group tickets and assign guests to tickets
Ticket Type
This here explains what is an individual ticket and when can the user use it
Ticket count
Cancel Create Ticket
Send Invitations
Send Invitations for
Select Option
Cancel Invite
Send Invitations
Send Invitations for
Upload Excel File

Header Row     : First row assumed to be header.
Columns Order: Full Name, Email

File Validation Result

Errors Found: 0
Valid Records: 0
Invite Manually
Add attendees
Add attendees to .
A confirmation email will be sent out immediately.
Upload Excel File

Header Row     : First row assumed to be header.
Columns Order: Full Name, Email, Phone (Optional)

File Validation Result

Errors Found: 0
Valid Records: 0
Add Manually
Music
Upload Music File
Invitation Details

Ticket Details
Ticket and guest details.

Captain's view
Confirmed Guests Add Guests
Send Add Guest Reminder
Name Email Preference
Invitations Invite
Name Email Count Status

Invite Guests on Behalf of

Seat(s) Remaining

Please select the number of guests and invite via email.

Add Guests on Behalf of

Seats Remaining

Please select the number of guests and complete the required guest information.

Cancel
Edit Table
Edit table properties like catagory and seat count.
Table Number
Assigned
Open
Cancel Update
Edit Guest Details
Edit Guest information
Cancel Update
Manage Guest Tables
See and move table for guests.
Name Email Table Status
No guest added to this ticket
Session For
Session logs for current user
# Start End Total Time
1 01/13/2020 7:30pm 01/13/2020 8:29pm 59 Minutes
Cancel
Donor History.
Campaign Option Status Amount Date
Edit Donor Details:
Update donor details.
Cancel Update

Campaign Name

Frequency:

Start Date:

End Date:

Amount:

Total Pledged:

Status:

Donations

No donations yet.
Date Amount Status
Update Donation
Edit donation and attributes.
Select Campaign
Select Option
Select One
Cancel Update

Resolve Donation

Select User
Or
Donor Street Address
Select Campaign
Select Option
Donation Type
Donation By
Resolve

Add Guest Info

Type

Type a option and press enter to add. Click X to remove it.

Add
Assign paddle and table for current attendee.
Assign Paddle
Assign Table
Select Table
Cancel Assign
Add to Cart
Add pending pledge by Campaign.
Select Campaign
Select Option
Select Event
Cancel Add to Cart
Add Campaigns
Add Campaigns to the event. All campaigns are added by default.
Cancel Select
Add Attendee
Add attendee to the event and assign paddle and Table.
X
Select Table
Cancel Assign
Pending pledges.

Memo: [None]

Add More
# Campaign Option Date Amount AddedBy
Checkout Send Reminder

Amount:

Donation Method
Cancel Submit
Select Campaign
Select Option
Select Event
Cancel Add to Cart
Add Tables
Fill in the information below to add a guest table
Cancel Add

No Donations accepted yet.

Donor Email Option Status Amount Date Method Memo

Donation Detail

Memo

Check front
Check back
Login
Organization Log in to access PayBee Account

Forgot Password?

Don't have account Sign Up

Save Report
Save
Send Text Message
This message will be send via text to all attendees of this event who have valid phone number.
Send
Send Join Reminder
Join reminder to all attendees.
Cancel Send
Add Volunteer
Add volunteers by email. They will get email with instructions to proceed. Volunteers get special prvilage in the PayBee app to accept donations, checkin etc.
Cancel Add
Add Account Admin
Add other users to administrate this account. They will get email with instructions.
Cancel Add

QR Code Preview

Download
Current event links:
Preview and download QR code.
Paybee Live Stream Info:
RTMP Url:
Copy Url
Stream key:
Copy key
Current Event links:
Join Link:
Link to share if you want users to register and join at the same time.
Open in new tab Copy link
Download QR code
RSVP Link:
Link for attendees to register for the virtual event. It sends registration confirmation along with a personal join link.
Open in new tab Copy link
Download QR code
Watch Party Join Link:
If someone is joining the watch party where they are watching the video on the big screen. This link can be used for attendees to participate in the pledge drive, live auction, etc. from their phone without the video.
Open in new tab Copy link
Download QR code
Big Screen Link:
This link can be used to show an in-person audience on a big screen or TV. It shows real-time activity and goal line.
Open in new tab Copy link
Download QR code
Event Page Link:
Use this link to share your customized event page with donors.
Open in new tab Copy link
Download QR code
  • Small
  • Medium
  • Large
Cancel DownLoad
Cancel DownLoad
Cancel DownLoad
QR Code Preview
Preview and download QR code.
  • Small
  • Medium
  • Large
Cancel DownLoad
Cancel DownLoad

Cancel DownLoad

Whats New

Keep track of new features released.
Check more details at Latest Updates

Released on: July 24th, 2022
Custom Color for Event Page
1. You can now copy an existing event page theme and customize the color for all sections.
2. Go to Manage/Events and edit the event and then navigate to the Event Page Tab.
3. Create a new theme from the existing theme and edit it to customize.

Event Page Invitations
1. Guests can be invited to register via the event page for all event types.
2. Go to Manage/Events, click on the ... and then Virtual or In Person event reports, select "Event Page Invitation" tab to invite one by one or upload for bulk invitations.


Released on: July 16th, 2022
New & Improved Ticketing
1. New look and feel on the donor side while purchasing tickets and on your dashboard when managing tickets and guests.
2. When adding guests to a ticket, your team and your donors can select placeholder emails if you don't have a guest's email address. You may also choose to have guests share email addresses and bidder numbers.
3. Send ticket holders reminders to add guests to their ticket if there are empty spots on the ticket.
4. While creating a ticketing campaign, you can decide if the tickets are to be connected to an in-person or virtual events so the appropriate fields are automatically adjusted.

Videos On The Event Page
1. You can now embed a video from YouTube, Vimeo, Facebook or any other website with embeddable videos into your event landing page. You can also choose to include a title and description along with the video.

Limited release of PayBee Low Latency Streming for Virtual and Hybrid Event:
You don't need to rely on third-party streaming services like YouTube or Twitch. It's a limited release for PayBee streaming, please contact us if you like to use this for your next event. It is low latency (2 seconds with most video services and sub-second latency with OBS-RTC.



Released on: April 26 2022
Add On Donation for Ticketing campaigns
1. Now you can add a donation campaign to the ticketing campaign for people to add an optional donation to the ticket purchase whether it is a free or paid ticket.
2. Edit the campaign, switch the option 'Enable Add On Donation', select a campaign and save.
3. This option will show up after the ticket has been selected and right before the payment page for the donors.
New Purple theme for Event Pages


Released on: December 30 2021
Event Web Page:
1. When you create an event in the PayBee (all kinds), it automatically creates a barebones event page. You can customize the event page in minutes. Go to manage/events and edit the event to see it in action. Find more information about event page here.
2. Donation receipts to individual donors for 2021 can be sent from reports/donors. If you have not opted out, 2021 consolidated receipts to all donors will be sent out on 24th January.


Released on: November 20 2021
Silent Auction:
1. Silent Auction can now have items that are for Buy only. Just flip the flag called "Buy it now only Item, the bid button will not be shown" to enable it.

Released on: October 13 2021
Campaign:
1. Each campaign option can have its own description.
2. Sponsors can be added to each campaign. Once a sponsor group is created, it can be shared across many campaigns. 
3. Old and not in use campaigns can be archived, reports will still be available, but they will not appear in various dropdowns across managing and reports, reducing clutter and confusion.

Donor Pages:
1. We have redesigned the campaign donor experience to be consistent, beautiful, and intuitive across any device size. Better controls and are even easier easy to navigate.

Event:
1. All relevant links are now available in one place. This includes event join, rsvp, big screen display, watch party join link, etc.

Misc other fixes are included in the major release.

Released on: August 5th 2021
1. Manage -> Virtual Events is now deprecated (all events can be found under Manage -> Events)

2. New All Pending report is now available under Reports.

3. Clean and new In-person event report.

4. Buttons in the in-person and virtual reports have been updated.

5. Paddle numbers of bidders/pledgers show up in Recent Activity (Auctioneer + Producer mode) and the Audience Monitor.

6. Fixes and updates in All Donations reports

7. Misc. other fixes and improvements.

Released on: August 30th 2021
1. Added PDF download of Bid Sheet for offline silent auctions and online silent auctions. Check it out in manage/auctions, download Button on the right top. 2. Misc. other fixes and improvements.

Released on: August 5th 2021
1. Manage -> Virtual Events is now deprecated (all events can be found under Manage -> Events)

2. New All Pending report is now available under Reports.

3. Clean and new In-person event report.

4. Buttons in the in-person and virtual reports have been updated.

5. Paddle numbers of bidders/pledgers show up in Recent Activity (Auctioneer + Producer mode) and the Audience Monitor.

6. Fixes and updates in All Donations reports

7. Misc. other fixes and improvements.

Released on: May 13th 2021
1. Added support for description for each ticket item. If added for the item will show up for ticket buyers.

Released on: May 4th 2021
1. Brand new virtual event user interface.

2. Improved chat with link recognition.

3. Cleaner UI where the organization content pops.

4. Images in the full-color mode.

5. Completely rethought experience on the phone.

6. Separate Watch, Pledge, and Chat tabs with activity buttons so donors never miss a pledging or bidding opportunity.

7. Enter Watch Party mode, so the video turns off. Guests will watch videos on the TV or large screen. Bidding and chat will continue on their own device.

8. Added option to show Bid History and Top Bidder for Silent Auction.

Released on: April 7th 2021
1. New UX for Virtual Event management

2. Support for Anonymous Donations during Virtual Events. Donors choose to remain anonymous at the time they join the event.

3. Anonymous Donations can be enabled or disabled from virtual event settings.

4. Support for explicit selection of time zone and duration of the virtual event.

5. Support for explicit selection of time zone and duration for ticketing campaign.

6. Clone Virtual Event to create a new one with all the same settings.

7. Misc. bug fixes and improvement throughout the platform.

Contact us

The response will go out to the main email on the account. If you want us to include some other email, please mention it in the message.

You can also use the chat button below to contact us.
   

Payment

Total Amount Due:
Pending invoices
# Title Description Amount
Pay using card Pay using Bank Account
Payment is successful!!

Thanks!

You don't have any pending payments.

You account is in good standing! Thanks!

Got it

Sure Cancel
Send Reminder
Send reminder with checkin QR code to all ticketholders and their guests.
Cancel Send
Send Add Guest Reminder to all
Send Add Guest Reminder to all.
Cancel Send
Connect to an Event
This will ensure ticketholders and guests will receive event join information
This action is irreversible!
It will add all current ticket holders and guests with a valid email as attendees to the selected Event and send them an email with the link to join. It will also connect this ticketing campaign to the selected event, and all future ticket buyers will automatically receive event join information.
Cancel Connect
Open Carts
See pending carts arrange by the table.
Cancel

No Yes
Generating Bid Sheet

Bid Sheet being created, depending upon number of items it might take few minutes.

Preview will open automatically when done

Cancel
Virtual Events - deprecated

Please use "Manage -> Events" because "Manage -> Virtual Events" is decprecated and will be removed in the next releases.

Cancel
Top donors for Campaign
Cancel

No Yes

No Yes
Delete Guest(s)
This action will delete following Guest(s)

Cancel Delete
Delete Ticket
This action will delete ticket and all its Guest(s) and invitations

Cancel Delete
Copy Campaign
Copy to create new.
Cancel Copy
Copy Virtual Event
Copy to create new.
Cancel Copy
PDF Preview
View and download
Cancel

Value of goods or services provided, If any!

If you provide any goods or service in exchange for donation you can add value of item here. It will be used when PayBee sends annual tax receipts and might also be included in the donation acknowledgement. Donor must generally reduce the amount of the contribution deduction by the fair market value of the goods and services provided by the organization. Goods or services include cash, property, services, benefits or privileges. However, there are some exceptions. Please read this document from IRS to learn more.

Should be set 0 for most donations.

You can mark entire campaign as non-deductible, un-check the "Qualify for tax deduction" on the previous screen.

ParishSoft Export Help
Documenation to understand export and import to ParishSoft
Before importing to ParishSoft
  • Add ParishSoft OrganizationID to second column of the header row.
To add EnvelopeNum for donors
  • Go to report/Donors from the left menu.
  • Locate donor (sort it by ExternalId to see donors without EvelopeNum.)
  • Scroll all the way to the right and click on the edit button.
  • Add ExternalId (same as EnvelopeNum in ParishSoft).
  • Contact us at contact@paybee.io if you would like to import all donors at once.
To add FundId to a campaign
CampaignInternalId set to a campaign is also ParishSoft FundId
  • Go to the Campaigns from the side menu.
  • Click on the green button to edit the campaign.
  • Expand General Settings.
  • Set the value in the last edit box, "Internal Id for the campaign."
  • Click Save on the top to save the changes.
  • Please do it for all the campaigns.
Filter donations for export
Exports all completed donation with positive amount, rows included in based on the filters selected
  • Set date range from the top of the page.
  • Set other filters from the "Report Filters".
  • Click on "ParishSoft Export" to download the file.
Helpful ParishSoft links
  • ParishSoft documentation about file format.
  • Other ParishSoft general import help
Network For Good Export Help
Documenation to understand export and import to NetworkForGood
To add campaign name
CampaignInternalId set to a campaign used as campign field
  • Go to the Campaigns from the side menu.
  • Click on the green button to edit the campaign.
  • Expand General Settings.
  • Set the value in the last edit box, "Internal Id for the campaign."
  • Click Save on the top to save the changes.
  • Please do it for all the campaigns.
Filter donations for export
Exports all completed donation with positive amount, rows included in based on the filters selected
  • Set date range from the top of the page.
  • Set other filters from the "Report Filters".
  • Click on "NETWORK FOR GOOD EXPORT" to download the file.
Refer PayBee
We will donate $50 to you when they signup. They get a $150 discount from the onboarding fee.
Refer

Clear

This button will clear the current campaign/option selection shown to the users. The campaign portion will be replaced with event information and sponsors. This is suitable when live stream carrying keynote speakers or general information about non-profit and cause.

Add More Images

Select Image

Automatically Start/Stop online bidding

you can either set start and end time after checking this box or auction will start in paused mode. You should be able to pause/resume online bidding from manage/auctions menu.