Allow donors to make purchases/bids/donations during an Event and pay for everything when it ends.

What are Event Balances and when should I use them?

If you're planning to run an in-person fundraising Event that incorporates other Activities like Raffles, Auctions, or Paddle Raises, consider enabling Event Balances. These allow attendees to donate more than once and pay for everything when the Event ends, making them ideal for Events where attendees have multiple chances to contribute.

How do Event Balances work?

1. Each attendee receives a unique Guest Number when they purchase a Ticket to attend the Event. They can also save a payment method to their RallyUp account for easy checkout later. 
2. During the Event, each purchase, donation, or bid an attendee makes will be saved to their Event Balance. If you need to look up or update someone's Event Balance for any reason, you can pull it up easily using their Guest Number.
3. When the Event ends, you can send a checkout link to all attendees (self-checkout) or automatically charge all balances to the attendees' saved payment methods (automatic checkout).

How do donors check out?

All in-person Events default to self-checkout, which allows attendees to review their Event Balances before being charged. When the Event ends, you'll send an email to each donor with a checkout link:

If you want to use automatic checkout instead, you'll first need to require pre-registration for all attendees so they can create a RallyUp account and save a payment method: Understand: Campaign Pre-Registration. When the Event ends, you can automatically charge all Event Balances to the payment methods on file. 

No matter which option you select, you can always manually charge an attendee's Event Balance before the Event ends. 

How do I enable Event Balances?

1. Go to Campaigns in the left menu.
2. If you have chosen a list view, click on the Campaign title. If you have chosen a grid view, click on the Campaign image.
3. Select Edit Campaign.
4. Scroll down to Select any optional features you'd like to add and click on the toggle next to Gala & Event Features:

How do I enable Automatic Checkout?

1. Go to Options in the timeline at the top and select Checkout Options.
2. Scroll down to Enable donor pre-registration and click on the toggle:

3. Select the information you want to collect, when pre-registration will be available, and which Activities will require pre-registration (we recommend requiring pre-registration for all Activities you plan to run during your Event): 

4. Scroll down to How do you want to charge Event Balances? and select Automatic checkout:

5. Scroll down to When should donors be automatically charged? and select whether you want the system to wait to send the checkout emails until you tell it to, or automatically send them at a specific date and time:

How do I initiate checkout for all attendees?

If you've set Event Balances to be charged at a specific day and time, you don't need to take any further action - the system will take care of it for you. If you've chosen to initiate checkout manually, you can do so whenever you like:

1. Go to Campaigns in the left menu.
2. If you have chosen a list view, click on the Campaign title. If you have chosen a grid view, click on the Campaign image.
3. Scroll down to Galas & Events Management and select Manage Event Balances:

4. Click on Actions and select Send checkout emails for self-checkout, or Charge cards and close balances for automatic checkout:

How do I add or remove items from an Event Balance or charge an Event Balance manually? 

You can update or charge an attendee's Event Balance anytime:

1. Go to Campaigns in the left menu.
2. If you have chosen a list view, click on the Campaign title. If you have chosen a grid view, click on the Campaign image.
3. Scroll down to Galas & Events Management and select Manage Event Balances:

4. Use the search bar to find the Event Balance you want to update. You can search by attendee name or Guest Number:

5. Hover over the Event Balance you want to update and click on the three-dot menu on the right.
6. Select the action you want to take from the drop-down menu:

Manage balance allows you to add, update, or remove charges.

Charge card and close balance allows you to charge the total balance to the payment method on file.

Send checkout email allows you to send an email to the attendee so they can complete checkout themselves.

Charge manually allows you to charge the total balance in person to any payment method, including check or cash.