Popular Articles

41. How to add a new organization or company

    Last Updated: 09/02/2026 in Contacts & Organizations
    How to create a new organization or company record in HelpOne.

42. Welcome to the HelpOne Knowledge Base

    Last Updated: 08/15/2026 in Getting Started
    Welcome to the HelpOne Knowledge Base – your guide to managing contacts, fundraising, volunteers, events, participants, and more.

43. How to manage recurring donations

    Last Updated: 08/15/2026 in Fundraising & Campaigns
    View and manage recurring donations in HelpOne.

44. How to manage expense categories and types

    Last Updated: 08/15/2026 in Finance & Expenses
    Set up and manage expense categories in HelpOne.

45. How to search and filter contacts

    Last Updated: 08/15/2026 in Contacts & Organizations
    Search and filter contacts in HelpOne to find people quickly.

46. How to add a new volunteer

    Last Updated: 08/15/2026 in Volunteers
    Add a new volunteer in HelpOne and complete their profile.

47. How to check in participants at an event

    Last Updated: 08/15/2026 in Events Participants
    Check participants in at an event and track actual attendance.

48. How to communicate with event participants

    Last Updated: 08/15/2026 in Events Participants
    Send emails or messages to people registered for an event.

49. How to process an event payment

    Last Updated: 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...

50. How to check in with a QR code

    Last Updated: 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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