In Planner, navigate to Setup > Preferences. This is where you will enter key information about your event or fundraising campaign.
Enter the following information:
|Organization name||The name of your company or organization|
|Address, City, State, Zip Code||Organization's mailing address|
|Website Address||Organization's website URL|
|Logo||Click Choose File to upload your Organization's logo to appear on receipts and certain reports|
|Tax ID||Organization's 9-digit tax ID|
|Show tax ID||Check this box to display the tax ID on receipts|
|Sales tax rate||If charging, enter your state's sales tax rate (ex. 7%)|
Choose your ticketing fee billing option. Select Pass on Fees if you want to pass on ticketing fees to your guests. Or, select Absorb Fees if you want to pay all fees yourself.
NOTE: This setting can not be changed once tickets have been sold.
Enter the following stats for last year's event or campaign and what you hope to achieve with this year's event or campaign.
- Number of attendees
- Silent auction proceeds
- Donation proceeds
- Number of items [in your silent auction]
- Total item value [of your silent auction]
- Online auction proceeds
- Ticket proceeds
- Estimated ticket price (per ticket, ex. $200)
- Number of items with no bids (i.e. # of unsold items)
Enter the following information:
|Auction name||The name of your event or fundraising campaign|
|Friendly URL||Enter a short, customized tag for your event (ex. abcgala or denimparty) that can be used to access your online or mobile auction. Click here for more info about Friendly URLs. NOTE: Cannot exceed 40 characters.|
|Event PIN||Enter a 4-digit code that will be used by you and your volunteers to access tools from the Go page and to override any bidder's re-login code. Tip! Share this code with your volunteers but not with guests.|
|Accepted credit card types||Select whichever credit card types you want to accept - Visa, Mastercard, American Express, or Discover. If you choose to not allow a certain card brand, those credit cards will not be accepted in any software - Planner, Giving Center, SmartPay, or on mobile bidding devices.|
Here, you can enter starting numbers to use for your supporters, items, and packages.
|Starting bidder #||Enter the first number you want to number your first supporter. Each new supporter will be assigned a subsequent number.|
|Starting item #||Enter the first number you want to number your first item. Each new item will be assigned a subsequent number.|
|Starting package #||Enter the first number you want to number your first package. Each new package will be assigned a subsequent number.|
|Default package photo||Click Choose File to upload your Organization's logo or another image that will display for any packages that do not have a package photo uploaded. This image will display with the package in the Giving Center and on applicable scoreboard slides.|
KEY CONTACTS TAB
Enter the names and contact information (phone #, email address) for the volunteers or staff members who are filling these roles.
- Event contact: Who is in charge of the event or fundraising campaign overall?
- Venue contact: Who is your contact at your event venue?
- Registration captain: Who is in charge of onsite registration?
- Handheld collection captain: Who is in charge of coordinating the collection of BidPal devices (if using)?
- Bidder contact: Who is entering your supporters and bidders into Planner?
- Onsite contact for checkout reports: Who will be coordinating checkout and item pickup?
- Auctioneer or emcee: Who is your auctioneer or emcee?
- Item contact: Who is entering your item and package data into Planner?
Enter any custom text that will appear on your item donor thank you letters. Print your letters by navigating to Reports > View Reports > Donors > Donor Thank You Letter.
ORDER INFO TAB
This read-only tab includes information about your mobile auction, such as your event date, venue, # of handheld devices, delivery mechanism, # of SmartPay terminals, etc.