Event Manager runbook
Run event night from the volunteer desk — go live, add cash, watch the board.
Sign-in: Phone one-time code at /login.
After sign-in, open
/{your-event}/manage or pick the event from /account.
Before the room fills up
- Setup checklist — Open Setup checklist tab. Work through name, giving modes, Stripe (Account Admin), and test gift.
- Appearance — Logo URL, colors, headline for give page and live board. Use preview before go-live.
- Settings — Enable card / ACH / pledge. Set live board time window if needed.
- Go live — On the Tonight tab, tap Go live when ready. Share the give page link or QR.
During the program
| Task | Where |
|---|---|
| Projector board | Open /{slug}/tracker on the venue TV (no login). |
| Parent giving | Share /{slug}/give — QR or text. |
| Cash / check | Tonight tab → Add cash, check, or sponsor. |
| Pledge from the room | Tonight tab → Add a pledge. |
| Close giving only | Close give page — board still updates. |
| End the night | End event — board shows closed (cannot undo). |
Health banner
If the yellow/red banner appears on Tonight, read the tips. Common fixes: reconnect Stripe (admin), run a test gift, or check platform status.
Invite a report volunteer
Settings → Event team → Report volunteers — enter phone number. They get reports-only access (no gift entry). They must sign in at /login first.
Troubleshooting
| Problem | What to do |
|---|---|
| 403 / redirected to login | Ask Account Admin to add you as Event Manager on this event (Settings → Event team). |
| Go live blocked | Enable at least one giving mode. For card/ACH, Stripe must be connected and healthy. |
| Board not updating | Wait ~5 seconds (auto-refresh). Confirm gift appears on Tonight gift list. |
| Wrong pledge entered | Remove pledge from gift list on Tonight tab (pledges only). |