Create an Account

When you create a PayBee account, you will be asked to enter some information related to your Organization. Only registered non-profit organizations with an EIN number can create an account with PayBee.

Keep the following information handy:

• Access to an organization's email address.

• Organization's bank account number and routing number.

• Organization tax identification number, name, and address.

• Authorized representative info which includes name, birthday, and last 4 of SSN.

The authorized representative is typically the treasurer of the organization or someone who is aware of the transactions processed.

Now let's get started:

1. Go to https://paybee.io/signup.html add your org name, email, and set a password. Review our terms of service and hit create account.

2. Go to your mailbox and verify the PayBee email by tapping on the button. Check your spam folder as well if you don't see it within a few seconds.

3. Then in the next step of the signup flow, select "I have verified my email". You can also select "Resend verification email", or "Change email address" if needed.

4. Enter other supporting info.

The unique handle is a shortcode that will be used in all your URLs and it helps your donors recognize your organization. So if your organization is called Spread the Love, your handle could be stl, love, or spreadthelove.

5. Enter your bank account information. This is where the proceeds from your transactions will be deposited after they finish processing.

6. Verify Organization

Fill in your EIN, and other relevant information.

7. Choose membership based on your needs.

If you have any questions about what each membership tier includes please check out our pricing page.

Getting Started

Congratulations on setting up your PayBee account! You will soon be contacted by a PayBee rep with next steps but you can immediately get started.

You can now set up campaigns or channels for fundraising like tickets, auctions, general donations, etc to start with and then your in-person, virtual or hybrid event if you're hosting one.

1. For an overall guide to PayBee please follow this guide.

2. To start creating Campaigns, tap on Campaigns on the side menu and then tap on New Campaign. You can then select the kind of campaign you'd like to create, select the various applicable settings and options associated with your campaign. You can read more here. If you're only setting up a Silent Auction, follow this guide.

3. If you are hosting an Event, tap on Manage > Events on the side menu, tap on New Event, choose the type of event you'd like to set up and share the event links if necessary. Follow the in-person, virtual or hybrid guides for more information. Create and share an Event Landing Page if you'd like where you can connect your campaigns. Tap here to see an example of an event page. You may also choose to share your campaign links or QR codes individually instead.

If you have any questions, please reach out to [email protected]