A collection is the page that an organizer creates and shares with a group to collect payments. There are four steps in the process of creating a Collection on Cheddar Up, which we outline here.
- Step 1: Details
- On Build > Details, give your collection a name. This is the only required field on this step. Consider further customizing your collection by adding a banner image and description (a field that allows additional details your payers may need to know). Here you will also see a few fundraising-related options available, including: making your total collected public, making the payer list public, and showing a fundraising goal.
- Step 2: Items
- On Build > Items, click "Add Item" to create your items. An item is anything that someone can pay for and has a cost associated with it. You can create items with an exact amount, an open amount or a recurring amount. More details about items.
- Step 3: Forms
- On Build > Forms, click to add a "Form", "Waiver", or "Sign Up". These are different form types that allow you to gather information in addition to payment (or without payment). Give your form, waiver, or sign up a name and continue to build it out to fit your information-collecting needs. More details about forms.
- Step 4: Settings
- On Build > Settings, you can choose from and add many optional settings that allow additional customization of your collection. Some of these option are available on the Basic plan, while others are only available on the Pro or Team plans. Once you've added your options, you're ready to share your collection!
