How to set up your organisation and make your first collection on Campswipe.
Your dashboard shows a 4-step setup checklist. Complete all four and you'll be ready to collect.
Go to Members → Add Member to add members individually, or Members → Import to bulk-upload from a CSV file.
Your plan sets a member cap — Starter allows up to 100 members, Pro allows up to 500. Contact support if you need more.
If your organisation uses branches or sub-groups: configure your group structure first at Settings → Group Structure before adding members — it's easier to assign groups during import than to update everyone later.
Go to Payments → Types → Add Type and create at least one payment type (e.g. "Annual Dues", "Development Levy"). This is what members pay against.
Create your first event — even if it's not happening immediately. This unlocks the full events module including rooms, merch, check-in, and the attendee breakdown report.
Go to Financials → Bank Accounts → Add Account. This is where your collected funds will be paid out. New accounts require approval before they can receive payouts.
For dues, levies, and payments tied to your member list. Track who has paid and for which period. Outstanding balances are tracked per member and SMS reminders fire automatically.
For event registration with payment. Create registration pages with custom fields, set fees, and manage attendees. Attendees pay online and receive a receipt automatically.
Go to Manage Users → Invite User and invite by email. Starter organisations have 1 admin seat (the account owner); Pro organisations can have up to 5. See the Permissions guide for details on controlling what each admin can access.