Run a Giving Station

Complete these steps once. After that, open the app, log in, launch the station, and lock the tablet to the app.

1. Open the app. It opens in Tap to Donate mode. Tap Giving Station in the menu at the bottom of the screen.
   

2. Tap Get started, and allow location access when prompted — Stripe requires it to process payments. We do not track the location of your device.
3. Log in with your Fundraise Up email and password, or tap Use single-sign on (SSO) and follow your organization's sign-in.

   If your organization requires two-factor authentication, enter the 6-digit code after you log in.

If your tablet has no built-in NFC, connect a Stripe card reader before your first event. If your organization gave you a reader to use, connect it too, whether or not the tablet has NFC. You do this once, and the reader then works in both Giving Station and Tap to Donate modes. For how to connect one, see Connect a card reader.

If you rely on the tablet's built-in NFC, skip this section.

Anyone at the station can close the app with the Home button, a swipe, or the app switcher. To prevent this, you must lock the tablet to the app with the lock built into the tablet: Guided Access on iPad or app pinning on Android. Set it up once on each tablet you use. At each event, you will then use it to lock the tablet as the last step before you leave the station, as described in “Lock the tablet to the app” below.

1. Go to Settings > Accessibility > Guided Access, and turn on Guided Access.
2. Tap Passcode Settings > Set Guided Access Passcode, and enter a passcode. Use a passcode that is different from the one that unlocks the iPad.
3. If Face ID or Touch ID is on under Passcode Settings, anyone whose face or fingerprint is set up on the iPad can also end the session. To make the passcode the only way to end it, turn it off.

1. Open Settings and go to Security > Advanced > App pinning. The path can differ by manufacturer and Android version. If you can't find it, search Settings for “pinning.”
2. Turn on App pinning, then turn on the option to ask for a PIN, pattern, or password before you unpin. Without it, anyone can unpin the app with a button combination. This option uses the tablet screen lock, so the tablet must have one set.

If your organization manages its tablets through a mobile device management (MDM) system, check its policies before the event. An MDM policy can lock the screen after a set time, and the tablet will then lock between donations. Ask your IT administrator to turn this policy off for the tablets you use.

Open the app and sign in if you are not already. The Active campaigns list shows the campaigns you can select for the event.

1. Search by name or ID. If the list is empty, or you do not know which campaign to select, contact your supervisor.
2. Tap the campaign name.
3. Tap Launch Giving Station. If the card reader is disconnected, reconnect it before you continue.
4. Set a 4-digit operator PIN. Remember it. You will need it to exit the station and return to your campaigns.
   

5. Tap Set up operator PIN.

The tablet enters the donor-facing mode and is ready for supporters.

Before you lock the tablet and leave the station unattended, check that:

• The tablet is fixed in a stand or case.
• The tablet is plugged in. With the screen always on, the battery can run down before the day ends.
• The power cable is secured or hidden, so that no one can pull it out by accident.
• Auto-lock is off in the tablet settings, so the screen won't go dark between donations.
• Someone on-site knows the operator PIN and the Guided Access passcode or the tablet PIN.
• NFC is on, if you use an Android tablet that reads cards through its built-in NFC.
• The tablet has a stable internet connection at the station location, not only where you set it up. Do not use guest Wi-Fi networks that ask you to sign in on a web page, because if your tablet is locked to the app it won’t open that page.

The operator PIN keeps supporters on the donation screen, but anyone can still close the app. To prevent this, lock the tablet to the app before you leave the station unattended. This step uses the lock you turned on in “Set up the tablet lock” above. If you haven't set it up on this tablet, do that first.

Lock the tablet last. Once it is locked, you can't open its settings or other apps until you unlock it.

1. Triple-click the top button, or the Home button on an iPad that has one.
2. If a list of shortcuts appears, tap Guided Access.
3. If Guided Access settings appear with a Start button, tap Start.

The session starts, and the iPad is locked to the app. If Guided Access was used with the app before, the session can start right after the triple-click, without steps 2 and 3. If nothing happens after the triple-click, check that Guided Access is on, as described in “Set up the tablet lock”.

1. Swipe up from the bottom of the screen and hold. If the tablet uses on-screen buttons, tap Overview instead.
2. Tap the app icon at the top of the Fundraise Up window.
3. Tap Pin.

With the station running, a supporter doesn’t need assistance and can give on their own. The station runs in the language set on the tablet, and a supporter can switch to another one from the control at the top of the screen. That choice covers their donation only — the station returns to your language once the donation ends. To donate, the supporter:

1. Enters an amount, and chooses a frequency and a designation if the campaign offers them.
2. Fills in their name, email address, and phone number on an Enter your details screen, where the campaign collects them.
3. Chooses whether to cover the transaction costs.
4. Taps a card, phone, or watch on the reader to pay, or inserts the card and enters a PIN when the reader asks for it.
5. Fills in a mailing address on an Enter your address screen and communication channels on a Contact preferences screen, where the campaign collects them, or skips both.
6. Sees a thank-you screen with a QR code to scan for a receipt and to manage the donation in the Donor Portal.

A name, email address, and phone number are always collected before the payment, so the details can’t attach to someone else’s donation. A campaign that requires a mailing address collects it before the payment too.

An organization in Canada always requires a mailing address, so the station collects it before the payment and the supporter cannot skip it.

The station then returns to the start screen for the next supporter — when the supporter taps Start new donation, or after a period without activity.

Supporters cannot open any other part of the app. They can still close the app itself unless you lock the tablet to it, as described in Lock the tablet to the app.

To leave the donor-facing mode and return to your campaigns:

1. Press and hold the bottom-right corner of the screen for 3 seconds.
2. Enter the operator PIN.
3. Tap Exit Giving Station.

A station keeps running until you exit, whether that is a few hours or several days. Each time you launch, you set a new operator PIN — the previous one no longer works.

The tablet stays locked to the app after you exit the station. To use other apps on it, you must first unlock it:

• iPad: Triple-click the top button, or the Home button on an iPad that has one. Enter the Guided Access passcode, then tap End.
• Android tablet: With gesture navigation, swipe up and hold. With 2-button navigation, touch and hold Back and Home. With 3-button navigation, touch and hold Back and Overview. Then enter the tablet PIN, pattern, or password.

If a payment is declined, ask the supporter to try a different card or payment method. If the reader disconnects, connect it again before you take the next donation — see Connect a card reader.

Canadian debit cards follow fixed network limits. Below 100 CAD a donation goes through without a PIN. The fourth contactless payment in a row on the same card always needs one. Between 100 CAD and 250 CAD a PIN is always required, and above 250 CAD a tap can't complete the donation.

With a connected card reader, the supporter can complete any of these donations: the reader asks them to insert the card and enter the PIN. If the tablet reads cards through its built-in NFC, the station shows a PIN pad, but many Canadian debit cards accept a PIN only through a chip slot, and the payment will be declined. Above 250 CAD, the tablet can't complete the donation on its own.

Canadian debit cards also can't start a recurring donation. A supporter who chooses a recurring frequency and taps one will see the payment declined.

Apple Pay and Google Pay are not affected. If the station reads cards through the tablet's built-in NFC, place a note at the station to tell supporters that larger donations need a credit card or a digital wallet.

If the internet connection drops during a payment, the card is not charged — the supporter can tap again once the connection returns.

Before you launch a station or after you exit one, you can review the donations it has collected. Switch to the Donations tab at the bottom of the screen.

To find a specific donation, filter the list by date, campaign, or supporter.

Tap any donation to open its full details, including the amount, supporter, campaign, designation, payment method, and status. From there, you can show the receipt again or update the supporter's contact details. You cannot refund or cancel a completed donation from the app.

A supporter may ask for their receipt after they finish. Open the donation, then tap Show receipt. The app displays a QR code. Ask the supporter to scan it with their phone camera to get access to their Donor Portal, where they can view and download the receipt.

You can correct a supporter's details or add information they skipped.

1. Open the donation, then tap Edit personal information.
2. Update the supporter's first name, last name, email, or phone number.
3. Tap Save.