Cash and check donations must be manually entered on your admin dashboard for them to be included in your fundraising progress.
Check out this interactive demo HERE to learn how! (Or read on below).
1. Click the "Participants" tab on your Admin Dashboard
Login to mybooster.com, click "Admin Dashboard" under the "My Profile" menu, click the blue
"Programs" button, and then click the blue "View" button to visit your Admin Dashboard. Next, click the "Participants" tab in the blue menu at the top of the page.
2. View (or create) the Student's Account
On the "Participants" tab, search for the student's account by first or last name. Once you find the student's account, click the blue "View" button to visit their account page.
If the student is not registered yet, you can add them as a Participant. NOTE: It is important to add a * to the beginning or end of the student name when creating a students profile in the chance a parent tries to register them later during the program.
To add the student, click the green "Add Participant" button, enter the student's first and last name with a *, select their class, then click "Submit" to create the account.
3. Add the Pledge
Once you're on the student's account page, click the green "Pledge" button and enter the pledge info.
If you do not have the donor's first and last name, insert "Cash" or "Check" as the first name and "Donation" as the last name depending on the type of donation. If you do not have the donor's email address, insert "cash@donation.com" or "check@donation.com" depending on the type of donation. Or enter "N/A" in each required field.
4. Add the Payment
After the pledge is entered, a green box will display. Click the "Add Payment" hyperlink to go to the student's collection site to enter the payment information.
If the donation is a check, it is required to enter the Check # and the payer details. Cash donations do not require a check number.
Click "Enter Payment" at the bottom of the screen. Make sure the Envelope $, Pledge $, and Collected $ boxes are equal and the Outstanding $ box is 0.00. Example:
That's it! Double check that the cash and/or check donations were entered correctly by going to the "Collections" tab on your Admin Dashboard and see the "Today's Envelope" column.
If you experience an issue, please reach out to your Booster representative or submit a Help Desk request and our Customer Success team will be in contact soon!