Welcome to the HelpOne Knowledge Base
This is your central place for answers, how-tos, and guidance on using HelpOne — the all-in-one platform built for nonprofits.
Whether you’re recording a donation, adding a volunteer, managing an event, or just getting started, you’ll find clear step-by-step articles here.
New to HelpOne? Start with the Getting Started section.
Looking for something specific? Use the search bar at the top of the page.
We’re continuously improving these articles based on real questions from nonprofit teams. If you cannot find what you need, email hello@helponesoftware.com.
Getting Started
Log in, learn the dashboard, and keep your data clean.
Contacts & Organizations
People, companies, donors, and how they connect.
Volunteers
Shifts, hours, availability, and QR check-in.
Fundraising & Campaigns
Campaigns, donations, pledges, and thank-yous.
Events
Create events, register people, and check them in.
Finance & Expenses
Expenses, vendors, purchase orders, and 990 reporting.
IT Assets & Equipment
Inventory, assignments, licenses, and returns.
Communications
Email templates, mail merges, and SMS.
Calendar & Scheduling
Shared calendar for events, shifts, and time off.
Users, Permissions & Settings
Invites, roles, modules, and the audit log.
Reports & Insights
Lists, exports, Form 990, and CHAR 500.
Integrations
Connect HelpOne to tools you already use.
HR & Staff
Onboarding, time off, reviews, and e-signatures.
Policies & Procedures
Living policy books, approvals, and PDFs.
Training
Assign courses, track progress, and send reminders.
Payments
Process donation and event payments in HelpOne.
