Getting Started · 1 min read

Quick start: Run Your First Fund-a-Need (FAN)

The 10-minute path from a brand-new event to a live tally on the night.

This is the whole workflow end to end. Every step has its own detailed guide if you want to go deeper.

1. 1

   Create the event

   From the admin home screen, choose New event. Give it the organization name, the event name, and the date. You can change any of it later.

   Screenshot

   Admin home with the New event button highlighted

2. 2

   Add your Fund-a-Need levels

   Enter each giving level (for example $10,000, $5,000, $2,500) with the Basic, Stretch and Dream counts you're aiming for. Overall goals total up automatically underneath.

   Screenshot

   Event Setup showing FAN levels and the auto-totalled Overall FAN goals

3. 3

   Brand it

   Upload the organization's logo, optionally a frame, and set the colors. This is what the room sees on the Audience View.

   Screenshot

   Branding panel with a logo uploaded

4. 4

   Open the three views

   Tally goes on the phone of whoever is spotting. Auctioneer View goes on the auctioneer's laptop or tablet. Audience View goes to the ballroom screen.

   Screenshot

   Event Setup header showing the Tally, Auctioneer View and Audience View buttons

5. 5

   Do a dry run, then clear

   Tap a few test pledges and confirm every screen updates. When you're happy, use Clear all on the Auctioneer View so you start the night at zero.

   Screenshot

   Auctioneer View clear confirmation dialog