Popular Articles

31. Understanding HelpOne payment rates

    Last Updated: 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...

32. How to view and manage event participants

    Last Updated: 08/15/2026 in Events Participants
    View and manage the list of participants registered for an event.

33. How to run a mail merge or bulk email

    Last Updated: 08/15/2026 in Communications
    Run a mail merge or send a bulk email using HelpOne.

34. How to handle refunds or adjustments

    Last Updated: 08/15/2026 in Fundraising & Campaigns
    Process a refund or adjustment on a donation in HelpOne.

35. How to hide or show modules

    Last Updated: 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. #...

36. How to manage campaign progress and goals

    Last Updated: 08/15/2026 in Fundraising & Campaigns
    View and manage fundraising campaign progress and goals in HelpOne.

37. How to track volunteer hours and activities

    Last Updated: 08/15/2026 in Volunteers
    Record and track volunteer hours and activities in HelpOne.

38. How to add a staff member

    Last Updated: 09/02/2026 in HR & Staff
    Staff records are for people on payroll or contract, not volunteers. Steps Go to HR or Staff in the main navigation. Click Add Staff or New Staff Member. Enter the person's name, work email, role or title, start date, and manager if you have on...

39. How to export a policy as a PDF

    Last Updated: 09/02/2026 in Policies & Procedures
    Steps Open the policy book. Choose Export or Download PDF. Save the file. Use the PDF when you need a dated copy for a board packet, auditor, or new-hire packet. The live book in HelpOne remains the source of truth. ...

40. How to view and manage software licenses

    Last Updated: 08/15/2026 in IT Assets & Equipment
    View and manage software licenses in HelpOne.

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