7/15/2016

Pitfalls and Problems for Nonprofits with Payment Solutions Like Square

HOW TO: Copying Event Settings to Another Event

Pitfalls and Problems for Nonprofits with Payment Solutions Like Square

Your Nonprofit Isn’t Generic. Don’t Rely on a Generic Payment Solution!

Using Square or a similar solution for collecting in-person credit card payments may seem like a good idea, but the truth is, generic solutions can cause very real problems:

• You have to configure everything in two systems: one for online purchases and one for payments at your site.

• Fees may be higher. Generic payment solutions can have less favorable terms than the ones you’ve already negotiated for your online sales.

• Because payments are recorded in another database, you have to manually consolidate sales and registration information from different systems for accounting.

• You can’t access purchases that a customer already made online, so you can’t update registrations or collect outstanding payments and have the information automatically updated in Doubleknot. 

The Doubleknot Sales Station app for iPads is the only fully integrated mobile point-of-sale designed specifically for nonprofits. With Sales Station, you can sell merchandise, sign up new members, collect donations and book new registrations and reservations anywhere.

You can even look up an existing registration, update the information and collect outstanding payments on the spot. And because Sales Station is fully integrated with Doubleknot, every piece of information is automatically stored in the single, unified database.

Every Doubleknot subscription includes the use of Sales Station at no additional cost, so there’s no reason to delay. Just follow these steps to get started, or send us an email if you have any questions.  

HOW TO: Copying Event Settings to Another Event

When you manage multiple events, it can be tedious to configure the same information in each event. To make it easier to set up events and to ensure consistent information, you can now copy selected attributes from an existing event into any other event.

Attributes that can be copied between events include:

Copying existing settings and information into another event
(click the image for a larger view)

To copy settings and information from one event to another, follow these steps:

1. In Event Management, open the event that contains the information you want to copy.
2. Click Copy Attributes. The Copy Attributes page will be displayed. The Attributes panel at the left lists the information that you can copy to another event.
3. In the Attributes panel, select the attributes you want to copy to another event or events.
4. In the panel at the right, select the event(s) that will receive the selected attributes.
5. Click Copy. The selected attributes will be copied to the event(s) you chose.