Getting Started with Giving

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Welcome to Giving! Now that you've completed the Giving setup, this article will help get you prepared to receive donations and learn more about Giving.

Note

The first person who sets up a Giving account has Administrator permissions and can access all areas of Giving. See the Permissions article to find information about additional roles.

Check out this clip from Planning Center University.

For an introduction to the main concepts in Giving and what you can do as an Admin, see the Introduction for Administrators article.

Prepare Giving to Receive Donations

Start by following these steps to prepare your account to receive donations:

Share Your Donation Form

Your account is now ready to go, and donors are ready to Give online.

You can find the link to your donation form on your Church Center page in Giving. If enabled, you'll find download links for the Church Center mobile app here as well.

You can share the link to your donation form (Church Center) from your church’s website, social media page, or even in an email newsletter.

Learn About Giving

If you don't have time to watch a video, you can learn about important features in Giving by referencing these articles:

Get Help and Support

Our Support Team is always here to help! Use the ? at the top right of every page to find articles or open a ticket with Support.

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When you click that, you'll see this helpful dialog box.

  1. Suggested articles will give suggestions based on the page you're on when you click the question mark.

  2. Click browse our documentation to be taken directly to our online manual. You'll be able to see all of our help articles and open them from there.

  3. Type in what you're looking for. This will search our online manual and return articles on that topic.

  4. Send an email to our Support Team. For the most efficient support, be sure to include specifics about what you're working with. When you submit your questions from here, we receive lots of information about your account, including the page you're viewing, which allows for fast and accurate support for your request.

Phone Calls

We're dedicated to getting you an email response within an hour whenever we can. We look into the issue in detail, ask for help from other seasoned members of the team, or even consult a developer, if necessary. This type of direct assistance and shared knowledge isn't available when on the phone.

However, if you do need a phone call, you can schedule one when you open a ticket.

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