User Guide
Guide 5 min read

Getting started — set up your organisation

From sign-up to your first receipt: pick your organisation type, choose a plan and invite your team in minutes.

Getting started — set up your organisation
  1. 1

    Create your account

    Sign up and pick your organisation type — 16 sectors are supported, from Ganesh Mandals to Trusts and Religious Institutions. This tailors the receipts, categories and features to how you actually work.

    Choose your organisation type at sign-up
    Choose your organisation type at sign-up
  2. 2

    Onboard & choose a tier

    Complete onboarding and pick the plan that fits. Tier 0 suits local / seasonal committees; Tier 1 unlocks the registered-organisation stack (advanced reports, ticketing, more seats). You can start free and upgrade anytime.

    Onboarding + tier selection
    Onboarding + tier selection
  3. 3

    Invite your team

    Add admins and volunteers with role-based access. Volunteers can collect at the counter but cannot edit accounts — access is divided sensibly so ten people can collect while only a few can change the books.

    Role-based team management
    Role-based team management

That's it! Need more detail? Check the FAQ or contact our team.

Next guideCollect donations at the counter (POS)