Popular Articles

1. How to create an event

   Last Updated: 08/15/2026 in Events
   Create a new event in HelpOne with date, location, and details.

2. How to create and use email templates

   Last Updated: 08/15/2026 in Communications
   Create and use email templates with merge fields in HelpOne.

3. How to send a document for e-signature

   Last Updated: 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 ...

4. How to send an SMS or text

   Last Updated: 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...

5. How to send a donation acknowledgment

   Last Updated: 08/15/2026 in Fundraising & Campaigns
   Send or generate a donation acknowledgment / thank-you from HelpOne.

6. How to register a participant for an event

   Last Updated: 08/15/2026 in Events Participants
   Register a participant or attendee for an event in HelpOne.

7. How to add a new contact

   Last Updated: 08/15/2026 in Contacts & Organizations
   Step-by-step instructions for adding a new contact in HelpOne.

8. How to complete a staff review

   Last Updated: 09/02/2026 in HR & Staff
   Steps Open the staff record. Choose Reviews, then start a new review or open one that is due. Complete the sections your organization uses (goals, comments, ratings). Save. Submit when the review is finished. Tip: Keep reviews on the staff re...

9. How to create a fundraising campaign

   Last Updated: 08/15/2026 in Fundraising & Campaigns
   Create a new fundraising campaign in HelpOne and set goals, dates, and details.

10. How to manage volunteer availability and scheduling

    Last Updated: 08/15/2026 in Volunteers
    Manage volunteer availability and scheduling in HelpOne.

• Viewing 1 - 10
• More →