Volunteer How-Tos

Get PayBee App

Download the apps at:
Once you install the app, tap Sign Up and register with the same email address you were invited to by your organization to be a volunteer.

Volunteer Tasks

On the day of the event, you will be helping with Check In, Fundraising (capturing pledges and bids) and checkout.
A cart gets generated for each donor and you will help create, update and close it.

Check-In: Guest

1.Tap ‘Ticket Check-In’. Scan QR code or search by name or email.
2. Select guest. For group tickets, select the guests in the group to be checked in.
3. For group ticket, tap ‘Assign New Paddle’ if needed. Enter guest info. Tap ‘Next’. Scan or enter the paddle number and tap ‘Check In Guest’.
4. To add a guest to the ticket on the fly, tap ‘Add New Guest’, follow instructions.
5. Hand them over the table card

Updating Placeholder Emails

Assigning New Paddle

Fundraising: Collecting Bids and Pledges

  1. 1.
    Tap ‘Go to Live Activity’ on the volunteer screen (inside your event)
2. Enter paddle number. Tap Bid.
3. Continue the same for other donors. If you need to override the amount, delete the current amount in the field, enter the appropriate amount, enter the paddle number and then hit ‘bid’.

Adding Tickets/ Additional Pledges/Adding Auction Items

  1. 1.
    Tap ‘Add a Pledge’
  2. 2.
    Type in the paddle number of the person whose cart you’d like to add to
  3. 3.
    Select ‘accept donation’ or ‘add to cart’.
  4. 4.
    Select the campaign you’d like to add from + what you’d like to add
  5. 5.
    Select ‘save to cart’ if you want them to pay later, or you can check them out on the spot via card/cash/check!

Card Reader: Pairing and Using

(Before accepting payments)
  1. 1.
    Confirm “Location Services” is turned ON in the phone’s settings.
  2. 2.
    Go to Manage Events.
  3. 3.
    Tap on the Settings button on the top right. Tap ‘Discover Readers’.
  4. 4.
    Follow instructions, select the reader. Tap ‘Save’.

Checkout: Close Donors' Carts

  1. 1.
    Tap ‘Checkout”
  2. 2.
    ‘Scan Paddle’. or Tap ‘Search by Paddle Number’ if needed.
  3. 3.
    Verify items.
  4. 4.
    Tap ‘Checkout Cart’.
  5. 5.
    Select the payment method.
  6. 6.
    For Check, take photos of the check or enter the check number in Memo. Tap ‘Record’.
  7. 7.
    For Card, select ‘Tap To Use Card Reader’. Follow instructions. Tap ‘Enter Card Manually’ if needed.
  8. 8.
    In Confirm Payment, the checkbox is selected if the donor is covering the transaction fees. Uncheck the checkbox if needed.
  9. 9.
    Collect the signature. Tap ‘Confirm Payment’.

Process Donations and Close Carts

On the PayBee app, hit Volunteer on the top right, Process Donations, and checkout by Cash, Card or Check.