Once logged into the Swell dashboard, follow these steps:
Tip: The Scribe may still be loading if you don't see anything in the space below.
Once your event is underway, you may find the Transactions and Tickets sections useful. Here's how to access them and what you'll find in each:
- Click on the tab at the bottom on the left
- This is where you are able to see all donations made
- You can manually add a donation if you receive cash or a check. Click the in the top right corner and add the donor information. Click Save
- Click on the in the top right corner to download an excel file with a report of all of your transactions.
- Click on the tab to see tickets purchased and manually send tickets
- This tab will show everyone who has purchased a ticket from the event site
- Manually send a ticket if someone sends a check or cash for a ticket
- Click on the in the top right corner to create the ticket
- Create the ticketed guest as a fundraiser by clicking the icon
- Fill out the individual’s first name, last name, and email address. Click Save
- Select the ticket product the individual purchased
- Click Save & Send to Guest to automatically send guest email with ticket
- Click Save to not send an email to the guest
Click HERE to see an example of a Walk site!
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