App Guide
Your fundraiser comes with an app. It takes the orders, collects the money, keeps the numbers straight, and tells you exactly what to hand out on pickup day — so nobody on your side is chasing an order form in a folder. This walks through what is in there and how to use it.
You do not need to read it all at once. Skim it now, then come back to the section you need. Nothing here can break anything — go press buttons.
What's in here
1. Signing In
Go to the login page and sign in with the email your fundraiser was set up under. We create that first login for you when your fundraiser is approved.
You land straight in your fundraiser — no menus to hunt through. Across the top you have Dashboard Orders Team Supporters Products ๐ฃ Share Message Center Settings, plus a ๐ Docs link that brings you back to these guides.
Add the rest of your people. In Settings under Admin & Contacts there is a Logins for this organization section. Add as many as you like, at two levels:
Admin — full control. Your booster president, your treasurer, whoever is
actually running this.
Viewer — sees everything, changes nothing. Good for a principal, an athletic
director, or a board member who just wants to watch the numbers.
2. Your Dashboard
This is the page you will live on. It answers "how are we doing?" in about three seconds, and it is live — every order updates it the moment it comes in.
The tiles across the top
Gross Sales — everything supporters have paid for, before anything comes out.
Cost — what the product costs your group at the price we agreed on.
Net Raised — Gross Sales minus Cost. This is the number your group actually keeps. It is the one to put in front of your board.
Donations — extra money supporters added on top of their order. There is no product cost against it, so all of it is yours.
Orders — how many orders have come in.
Outstanding — money ordered but not yet paid. Watch this one. It should be shrinking as you get closer to the cutoff, not growing.
# Total Meat, $ Total Meat, Sauce (oz), $ Sauce, 16 oz Bottles, 32 oz Bottles — the volume behind the dollars. Useful when you are trying to picture how many coolers are showing up on pickup day.
Tax Collected — appears only if your fundraiser charges sales tax.
Online Fees — appears only if your group chose to absorb part of the card processing cost instead of passing it to supporters.
The rest of the page
โ Final Numbers shows up once ordering closes. It counts only the orders that are genuinely settled — paid, comped, or paying at pickup — so you are not budgeting off an order somebody abandoned. If anything is still unresolved it says so and gives you a Review & follow up โ link straight to that list.
๐ฆ Pickup Day Counts breaks the whole fundraiser down by pickup day and product. This is your "how much is arriving Saturday morning" table.
By Product shows quantity, sales, cost, and profit for each item you sell.
Seller sales lists every student or team member with their orders, revenue, donations, and profit. Search by name, and click any column heading to sort by it — click Sales to see your top sellers instantly.
4. Your Sellers
If your fundraiser credits individual students or team members, the Team tab is where they live. (If you are running general support, this tab does not appear — every order simply supports the group.)
Getting them on the roster
Two ways, use whichever you have:
Upload a file — a spreadsheet with First Name, Last Name, Preferred Name, Email, Phone. There is a template to download if you want the exact columns.
Paste a list — one per line, First Last, email, phone. Fine for
a roster of thirty.
Login codes generate automatically either way. You do not have to make them.
Getting them signed in
You have three ways to hand out access, from least effort to most personal:
- The Team Join Code. One code for the whole group, at the top of the tab. Say it out loud at practice, put it in the group text. Each person goes to the team page, enters it, finds their own name in the list, and claims it — one claim per name. This is how you hand out 600 logins without printing anything.
- ๐ง Email Codes. Emails every person on the roster their personal login code and their own order link. Best if you have their email addresses.
- ๐จ Print QR Cards. One printable card per member with their personal QR code and login code on it. Hand them out at a meeting. Works for younger kids and for anyone who will not read an email.
What a seller actually gets
Once they are in, each seller has their own page with:
Their personal order link. Anyone who orders through it is automatically credited to them — the supporter does not have to remember to pick a name.
Their own QR code, for the back of a phone case or a card in a pocket.
Their own numbers — My Sales, Raised for the organization, My Orders, and My Rank against the rest of the team. The rank does more for a middle-school roster than any speech you can give.
Their supporter list, with what each person ordered and whether they have paid.
They can also send their own supporters a thank-you or a reminder from ready-made templates, so the personal follow-up does not all land on you.
Running the roster
Search it, sort it by Orders or Sales, page through it, or hit View all to see everyone at once. Per person you can edit their details, reset their code, remove them, or use ๐ View to see their page exactly as they see it — which is how you answer "it's not working" over the phone.
โฌ Download gives you a two-tab Excel file. Tab one is the full roster with every product each person sold and their login details. Tab two is a Sales Summary — orders, items, revenue, donations, cost, and profit per seller, sorted best to worst, with a totals row. That second tab is what your treasurer wants.
5. Orders
Every order, with everything you can do to one. Search by name, email, or order code; filter to unpaid or to a single pickup day.
The buttons on each row
Paid — records the money and asks how it arrived (cash, check, Venmo, card, other). Payment reminders stop immediately.
P@P — "paying at pickup." Marks them as expected to pay in person and stops the reminders without pretending they have paid.
P/U — marks the order picked up. Picked-up orders drop to the bottom of the list and dim, so what is left on screen is what is left to hand out.
๏ผ Credit — assigns an uncredited order to a seller. Their totals update immediately.
โ fixes a name, email, or phone. ๐ removes an order from every count and dashboard — and it is reversible, there is a deleted list at the bottom with a Restore button on each row.
Click any order to open it
You get the full picture: line items, contribution, fees, total, pickup day, who it is credited to, when it was placed, how it was paid, and the last email that went to that supporter.
From there you can mark it paid, ๐ณ Take card payment (sends them a secure pay link they can open on their own phone), open their receipt, or send them an email — payment reminder, pickup information, another copy of the receipt, reheat instructions, or anything you want to write yourself.
The four buttons at the top
๏ผ New Order — for the order that came in on paper, over the phone, or from somebody standing in front of you. Enter it, credit it to a seller, and pick how they paid. You can email them a receipt on the spot, or a pay link if they still owe.
๐ Report Counts — if your group is also selling outside the app, put your running totals in here so what we cook matches what you actually sold.
๐จ Pickup Sheet — a printable list for a pickup day. Bring it if you will not have service where you are handing out.
๐บ Pickup Mode — a full-screen view built for a tablet at the pickup table. More on that below.
Export CSV gives you every order as a spreadsheet, and ๐ Orders Summary switches to a cleaner view you can show in a meeting without putting everyone's phone number on the projector.
6. The Message Center
Email your supporters or your sellers without exporting anything into a mail program. Pick who, pick what, send.
Who gets it. Choose an audience and the app builds the list for you:
All orders · Unpaid only · Paid only · One pickup day · Not picked up yet · No seller credited · Your team members
What it says. Start from a ready-made template — payment reminder, pickup reminder, final call before ordering closes, thank you — or write your own. Either way it is personalized per recipient: their name, their order, their amount due, their pickup day, and a pay link if they still owe.
Before you send. Preview tells you exactly how many people will get it and shows you a real sample. Send Test To Me puts one in your own inbox first. Use both. Every send is logged underneath with the date, the audience, and how many went out.
7. Supporters
Everyone who has ordered from your fundraiser, with their order history and which sellers they supported. Search it, open anyone, fix a misspelled name or a bad email address, and keep notes on them.
You can also see at a glance who has agreed to hear from you again by email or text. That list is worth something next year — a supporter who bought once and said yes to hearing from you is the easiest sale you will ever make.
8. Settings
๐ General Information — your fundraiser's name, the description supporters read, when selling starts, and the order cutoff. Set the cutoff and ordering closes itself at that moment. Nobody has to remember to shut it off.
๐ Pickup Location — where supporters go, the address, and any instructions ("go to the main lobby"). There is a ๐ Validate Address button that checks the address is in a format Google will find.
๐ Scheduled Pickup Days — your dates. You can adjust the time and location of a day yourself; the date is set with us, so call if one needs to move.
๐ฅ Sellers & Order Page — whether orders credit individuals or the group as a whole, what supporters are asked on the order page, and whether text-message updates are on.
๐ค Admin & Contacts — who runs it, who supporters should reach, and the logins for your organization.
๐จ Branding & Images — your name, your colors, your mascot, your logo, your links, and the photo across the top of your order page. The flyers and share previews use all of it automatically.
Every card has its own Save, and there is a ๐พ Save All Settings at the bottom if you would rather fill it all in and save once.
9. Pickup Day in the App
๐บ Pickup Mode is a full-screen view made for a laptop or tablet at the table. Search a name, the order comes up, tap to mark it picked up. No paper stack, no line building behind someone.
Search several ways. Name, email, phone, or the order code from their confirmation email. Orders get placed under a spouse's name more often than you would think, so having options saves the day.
Take payment right there. Cash or check — take it and mark it paid. Card — send them their pay link and they pay on their own phone at the table.
No service where you are? Print the Pickup Sheet beforehand and bring a pen. It does everything the screen does.
10. When It's Over
Say thank you. Send a thank-you to everyone who ordered from the Message Center, and tell your sellers to thank their own supporters from their pages. It takes five minutes and it is why people order again next year.
Download your records. The two-tab Excel from the Team tab and the CSV from the Orders tab together are your whole fundraiser — every sale, every seller, every dollar. Save them somewhere your next treasurer will find them.
Settle up. Anything still unpaid is sitting on your dashboard under Outstanding, and the Message Center will chase it for you.
Check Final Numbers. That is the honest total — the one to report to your board, and the one to compare against next year.
11. What We Set, and Why
A few things in the app are ours to change rather than yours. None of it is to keep you out — it is all stuff where a wrong number costs somebody real money:
Products, prices, and costs are the agreement we made with your group when the fundraiser was set up. You can see them all on the Products tab. Want to change one? Call us and we will.
Approving and opening your fundraiser for orders, because that is tied to us having smokers and a cook day committed to you.
Pickup dates for the same reason — you can move a day's time and location yourself, but the date is a cook day.
Sales tax and payment processing, because those follow the law and our agreement with your organization.
Everything else — your dates, your description, your branding, your roster, your orders, your messages — is yours.
Stuck on something in here?
Reply to any email we have sent you, or call. We built this thing — there is no question about it we cannot answer.