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Created On: 09/03/2026
in Reports & Insights HelpOne can produce the figures you need for IRS Form 990 and New York Form CHAR 500 from the records you already keep: donations, expenses, restricted funds, and volunteer hours. ## Steps - Go to Reports & Insights (or Finances, then Reports)....
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Created On: 09/03/2026
in Events QR check-in is the fastest way to record that a volunteer or participant has arrived. Hours and attendance update from the scan. ## Before the event - Open the event. - Turn on QR check-in if it is not already on. - Download or display the ev...
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Created On: 09/03/2026
in HR & Staff Use e-signatures for onboarding packets, offer letters, and policy acknowledgments. Signed copies stay on the person's record. ## Steps - Open the staff, volunteer, or contact record (or start from HR or Policies). - Choose Send for Signature ...
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Created On: 09/03/2026
in Communications HelpOne can text staff, volunteers, and donors. Use SMS for shift reminders, event-day updates, and time-sensitive follow-ups. ## Send a text to one person - Open the contact, volunteer, or staff record. - Confirm a mobile number is on the rec...
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Created On: 09/03/2026
in Getting Started HelpOne includes volunteers, events, fundraising, finances, HR, policies, and more. You can hide any module you are not using yet so the dashboard stays clean. Hidden modules stay in the account. You can turn them on later without a migration. #...
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Created On: 09/02/2026
in Payments HelpOne processes donations and event payments with competitive flat rates or interchange-plus pricing. Most organizations save compared with typical 3%+ nonprofit processors. A HelpOne software subscription is not required to use Payments. For th...
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Created On: 09/02/2026
in Payments Steps Open the event, then the participant or order. Collect or retry the payment for tickets, registration, or add-ons. Confirm the participant shows as paid. Refunds and adjustments should be processed against the same payment record so even...
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Created On: 09/02/2026
in Payments Donations can be recorded and paid inside HelpOne. You do not need a separate processor login for standard gifts. Steps Open the donor or create the donation record. Choose the amount, fund or campaign, and payment method. Process the payment. ...
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Created On: 09/02/2026
in Training Steps Open the training assignment. Choose Send Reminder, or turn on automatic reminders when you create the assignment. Confirm the audience (everyone overdue, or a specific person). Tip: Automatic reminders save follow-up time. Manual remind...
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Created On: 09/02/2026
in Training Steps Go to Training, then Progress or the training dashboard. Filter by course, person, or due date. Open a row to see who is complete, in progress, or overdue. Use this before events that require certifications, or before year-end compliance...
