First Time Logging In

The administrative system allows you to manage the entire payment system through an intuitive interface. There are two choices for managing the administrative system, the Wizard or the Advanced mode. First time users log into the Wizard mode by default.

Once logged in, the site opens to "Dashboard Home" set in the Wizard mode.

 

Wizard mode: Control Panel

 

Step-by-step procedures on how to begin accepting donations or payments is listed in the "How To" links. Each button provides detailed instruction on how to perform a specific task.

 

How To links

Managing and support links are shown in the "Quick Links" section. Using the Quick Links new checkout pages can be added and all checkout pages can be managed.

 

Quick Links

The Quick Links section provides a list of links for the easyPages. The list expands when you're in the Advanced mode. The following provides a description of each link:

Checkout Pages:

  • Add A New Checkout Page

    Start building a new checkout page. Links are provided for building easyPages.

  • Manage Checkout Pages

    Listing of all checkout pages with the option to edit, update, delete, and retrieve the code to add the checkout page to your website.

Get Help:

  • User Guide

    Link to the online manual: http://help.clickandpledge.com

  • Support Site

    Link to the support site: https://support.clickandpledge.com

  • Email our Support Team

    Link to email support: support@clickandpledge.com

Additional links and informational items are provided on the right side. News from Click & Pledge, message board for members of your organization, as well as recent account activity, are listed.

Click & Pledge Announcements:

News from Click & Pledge will be posted in this section, which keeps you up to date with products, alerts, and changes.

Your Messages:

The administrative system enables you to communicate with other users within your organization. Each user may send messages to other users, regardless of their access level.

Recent Activity:

A short summary of account activity with a link to the check statement report is provided for quick access and overview purposes.

 Announcements & Links