Documentation

How to add, view, edit, and manage individual contacts in the CRM, including custom fields and contact tagging.

How to define custom fields that extend contact, event, and page records with organization-specific data.

How household grouping works — linking contacts who share an address or family unit via the self-referential household_id field.

How to create and manage dynamic audience lists using filter rules against the contacts database.

A focused view of contacts who hold an active membership, with filtering by tier.

How to configure membership tier definitions — billing intervals, default prices, and display order.

How to manage membership records that track a contact's formal membership status, type, and renewal dates.

How to add and manage notes attached to contact records to track interactions, calls, and relationship history.

How to create and manage organization records representing businesses, foundations, or other entities with a relationship to your nonprofit.

How to create and manage tags for contacts, pages, posts, events, and collection items using the unified Tag Manager.

Configuring data sources, axes, colours, and chart-display options for the Bar Chart widget.

How to write, publish, and manage blog posts that appear on the public website.

How to create and manage content collections that group reusable content items for use in page builder blocks and widgets.

Configuring the donation form's preset amounts, monthly and annual options, and post-donation redirect behaviour.

Configuring the interactive calendar view of published events — heading, default view, and event-filter behaviour.

Configuring the sign-up form for a single event, including the event selection, capacity handling, and paid-event payment flow.

How to create and manage events, including date and location details, registration, and the event's public page.

Browse, inspect, and delete all media files stored in the system via Spatie Media Library.

How to manage the public website's navigation menu items, including links, labels, order, and nesting.

How to manage page metadata including title, slug, status, template, images, tags, SEO settings, and code snippets.

How to create and manage public website pages using the built-in page builder, including content blocks and visual editing.

How to create pages visible only to authenticated, verified member portal users.

How to manage blog post metadata including title, slug, status, images, tags, and SEO settings.

Configuring a side-by-side pricing comparison table — columns, attribute rows, emphasis, and the recommended-tier treatment.

How to create and manage products, price tiers, and view purchases and waitlist entries.

Manage the public site's visual appearance — brand colour, fonts, logo, site chrome, and advanced SCSS.

Manage page templates (colors, fonts, SCSS, header, footer) and content templates (widget stack presets).

Embedding a form built in the Form Manager on a CMS page — selecting the form, submission handling, and the after-submit experience.

How to create, configure, and embed web forms on public pages. Covers field types, validation, contact field mapping, honeypot spam protection, and viewing submissions.

Technical reference for building widgets — directories, pipeline, config fields, inspector, asset bundling, image handling, collections, and demo seeders.

Developer-managed widget type definitions — configuring server-rendered and client-rendered widgets available in the page builder.

Introduction to page-builder widgets — what they are, where they appear, and where to find help for specific widget types.

How to create and manage fundraising campaigns that group related solicitations and track progress toward a goal.

How to view and audit Stripe-backed donation records — one-off and recurring.

How to create and manage funds that designate where donated money is directed within your organization.

View and filter all donors, generate year-end tax receipts, and send acknowledgement emails.

How to connect QuickBooks Online for transaction sync — developer portal setup, OAuth credentials, environment configuration, and account selection.

How to configure Stripe for payments, webhooks, and testing — including test card details.

How financial transactions are recorded, where they come from, and when to enter one manually.

Super-admin tool for defining custom data collections and their fields, used by page builder widgets to display structured content.

Arrange per-role admin dashboard widgets using the page builder.

Umbrella reference for every importer in the CRM — contacts, events, donations, memberships, invoice details, notes, and the shared review / history workflow. Covers CSV upload, source selection, column mapping, duplicate handling, approval, and rollback.

Site-wide design system controls — button styles, typography, and other visual tokens used across all public pages.

How to import notes and interactions (calls, meetings, emails, tasks) from a separate activity CSV. One row per note. Contacts must already exist; rows whose contact cannot be matched are reported as errors.

Landing page for all import tools — import contacts, events, and financial data. Also hosts the review queue for users with the review_imports permission.

Walkthrough for moving an organization's existing records into the CRM — what to expect, the order to run imports in, edge cases to watch for, and a checklist for a first migration.

Configure widget sets that render in the sidebar of admin record-edit pages, scoped per record type.

Site name, description, timezone, contact email, and event publishing defaults.

Stripe API key configuration, webhook secret setup, and QuickBooks integration credentials.

Site URL, admin branding, routing prefixes, and integration keys.

Outgoing mail driver, sender address, Resend API key, and MailChimp integration credentials.

How to create and manage roles that control what each user can see and do in the admin panel.

How to customise the subject, body, branding, footer, and preview of transactional emails sent by the system.

How to invite new admin users by email, resend an invitation, or revoke a pending invite.

How to manage admin panel user accounts, including creating new users, assigning roles, and resetting passwords.

The main landing page of the admin panel, showing a welcome message, quick actions, integration status, and a help placeholder.

Insert inline heroicons into rich text via the Quill toolbar's icon picker. Supports the outline-set heroicons; icons inherit text color and size from surrounding text.

Reference document for all enumerated values, role vocabulary, status strings, and architectural terms used throughout the application.

Reference for the rich text editor (Quill) used throughout the admin — toolbar buttons, formatting options, and inline image insertion.