Welcome to CampSite

Donors can create their own account via your database's Donor Registration form. Admins can also create Donors manually via the "Add a Donor" page.

Learn more about creating donors here.

Donor payments come in two forms: "General donations" and "Extended payments."

• General donations are payments that a donor can make at will, for any amount of their choosing, as a "general" donation to your camp.
• Extended payments* are payments of a designated amount that get assigned to a specific family's balance, to reduce the amount that the family is responsible for paying. 
  • This allows third-parties like relatives, family friends, government agencies etc. to make contributions towards a family's camp fees (using a secure portal).
  • Extended payments must be initiated by an admin user through a "payment request." Click here to learn more.

Donors can make payments via their account for your Donor Dashboard. Admins can also manually post payments on the Donor's behalf via the Donor's profile page.

• Admin: Permission to access the Admin settings for the Donation + Extended payments module (i.e. access to the "Donation + Extended payments" tab within the Admin settings page and all the settings therein.)
• Delete: Permission to delete Donor profiles.
• Edit: Permission to edit information within the Donation + Extended payments module.

• Admin: Permission to create + manage Donors notes categories, and designate which users have access to view and create notes in those categories.
  • To allow an admin user to view notes on your Donor profiles, go to Admin > Donors tab > Notes > double click the pencil icon to edit the appropriate Notes category > Select the admin user > Edit category > Save changes.

• Financial reporting: Permission to access the General Donations Report and Payment Requests Report on the Financial Dashboard, as well as donor transactions in the Checking Account Transactions, Expired Credit Cards, Credit Card Declines, Credit Card Transactions, and Deposit reports.

• Mass field editing in Advanced reports: Permission to use the "Edit" button in the Donors advanced report toolbar to mass edit camper or family profile data.
• Send e-mail from Advanced reports: Permission to send a mass e-mail to everyone generated in a Donors advanced report.
• Export spreadsheets from Advanced reports: Permission to download data from a Donors advanced report as a spreadsheet.
• View + manage Advanced reports: Permission to access the Donors advanced reports page (i.e. create and save reports; manage advanced report categories).

Change the end of your CampSite URL to /donor-register to access the Donor Registration Form (to create a donor account):

To learn more about creating a donor account, click here.

Change the end of your CampSite URL to /donors to log into the Donor Dashboard with an account:

Donors see your customized homepage message upon logging into their account.

Using the left sidebar menu, they can access their Payment methods, Payment requests, General donations, or "My account" information.  

From the Payment Methods page, Donors can add/manage the electronic payment methods saved to their account.

Note that donors must save a payment method to their account before they can make a payment.

The payment requests tab presents all requested payments the donor has received.

Each payment request will include the name of the family the payment will be applied towards; the amount requested to pay; the payment status for the request; the option to download an invoice for the request; and the link to make the requested payment.

For more details on how donors fulfill payment requests, click here.

The General donations tab will include the history of all previous general donations submitted by the donor and the ability to make a new general donation.

For more details on how donors make a general donation, click here.

From the "My account" page, Donor's can manage their Donor account info.

1. Edit any existing information by re-entering that information into the relevant fields.  
2. Click to upload a profile photo.
3. Switch to the "change password" tab to change their current password.
4. Save changes that have been made.

Provide donors the link to your Donor Registration Form in order for them to create their own account. Your Donor Registration Form URL is your camp's standard URL, ending in /donor-register.

For example, campfirewood.campmanagement.com/donor-register.

Donors must provide their full name, email, and create a password for their account.

Fields for collecting their phone numbers and address also appear on the form, but are not mandatory.

After clicking the "Submit registration" button, the donor's account is created and they're logged into the Donor Dashboard:

From the Donor Info tab, donors can:

1. Click and update their profile photo
2. Update their basic information
3. Update their home address

From the Account Statement tab, donors can download PDF copies of their financial statements per database year.

Account statements include all general donations and requested payments that are applying towards the corresponding year.

From the Change Password tab, donors can change their current password for their Donor Dashboard login.

Manually post a general donation by clicking the "+ Add new general donation..." link.

• Use this feature to post an electronic payment on the donor's  behalf, or to record that the donation was made outside of  CampSite (e.g. by check).

From the General Donations tab, click to "+ Add new general donation".

1. Choose a payment method for the donation.
   To make a general donation via credit card or checking account, the credit card/checking account must be added to the donor's account prior to this step.
2. Enter the amount for the donation.
3. Click "add general donation."
   If you're adding a donation via credit card or checking account, the payment will begin processing as soon as you click "add general donation."

Choose a different transaction category for the general donation to be allocated towards.

If you need to create a new transaction category for a donation, go to Financial > Camper financial tools >  Transaction categories.

Use the action buttons to refund or void a general donation.

To learn more about voiding payments, click here.

1. Select the camp year towards which you want the payment to apply.
2. Click the "Payment requests" tab
3. Click to "Add a new payment request"

1. Start typing the last name of the family towards which you want to apply this payment.

2. Select the correct family from the search results that display.

3. Type the amount of the payment.

4. Select the payment schedule group that the family's payment schedule belongs to. CampSite will then apply this payment towards the family's payment schedule, to reduce the amount the family owes on for this payment schedule once the payment request is paid.

5. Click to create the payment request on the donor's account.

Admins can email the donor regarding their payment request by double clicking the envelope icon for the request after it's been created.

A PDF invoice of the request can also be attached to the email.

Customize the email and submit.

Double click the statement icon to generate a PDF copy of the invoice for a payment request.

If the extended payment has not been paid yet, admins may edit the payment request by double clicking the pencil icon.

Edit the amount and/or which of the family's payment schedule groups the payment will be applied towards.

Manually post an extended payment towards a donor's payment request using the "Pay" button.

• Use this feature to post an electronic payment on the donor's behalf, or to record that the extended payment was made outside of CampSite (e.g. by check).

First, click the "Pay" button for the particular payment request you wish to fulfill.

1. Select a payment method. If you wish to enter a credit card payment, the donor must already have this credit card saved on file. Donors may save a credit card to their account via the Donor Dashboard; or, you may manually add a new saved credit card by navigating to the "Credit cards" tab of their donor profile.
2. Click "Pay payment request" to post this payment (If the payment method for this request is set to "Credit card" or "Checking account," CampSite will begin processing this payment via your payment gateway as soon as this button is clicked).

After a payment is posted successfully, you will see:

1. A confirmation message at the top of the screen.
2. A status of "paid" for this request.

Use the action buttons to refund or void a payment.

To learn more about voiding payments, click here.

Donor payments will appear in a separate table within the family's Transactions tab, as shown below:

All donor payments are added into the family's total "payments" when calculating their "Current balance."