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Help Center

Platform Features and Functions

Platform Features and Functions

Everything you would like to know about the Platform...ranging from digital fundraising options to what to do when you've lost your password

How do I require the Account Code for my school/district when they create a(n) item/need/event?

Are Account Codes required for my item/need/event?

How do I add a notification?

What if I have been locked out of my account due to the number of failed attempts?

How to add an employee or user?

How do I unlock a user's account that has been locked?

How do I Get Help?

What are the User types?

How do I delete an employee or user?

How do I edit an employee or user?

How do I resize an image to fit the format of my item?

How do I delete a Need/Fee/Marketplace Item?

How do I log-in to our district LeanStream Fundraising Platform?

How do I reset my password?

How to set an expiration date for the Needs, Fees, Marketplace and Event Tickets Modules

Marketplace

Why would I create a Storefront in Marketplace?

What is a Storefront in Marketplace?

How do I setup a storefront for my marketplace items?

How do I activate the 'Pledge Now - Pay Later' function in Marketplace?

How do I connect student information to my marketplace item?

How to re-list an 'Expired' or 'Sold-out' Item in Marketplace?

What happens if I run out of inventory on an item?

How to approve a Marketplace Item?

How to edit a Marketplace Item?

How do I know who has purchased an Item?

How do I approve a Marketplace item that was previously rejected?

What if I have multiple sizes or colors?

What is Inventory Tracking and how do I use it?

What do I do if my item does not have inventory?

How do I List an Item for Sale?

What if I need to give buyers special instructions?

What is the Marketplace?

Who do I contact if I have a question regarding an item for sale in the marketplace?

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Needs

How do I post a Need?

Can we have more than one Featured Need?

What is a Featured Need?

How do I request a Featured Need?

How do I add a donation by check in the Needs Gallery?

How do I know how often the Loyalty Need payment (or recurring payment) will occur?

How do I know how much each donor has given for my Need?

How do I get money from a recurring Need?

How do I see how much I've raised in the Loyalty program?

What is the Loyalty program (or recurring donation) and why would I use it?

How do I cancel the Loyalty program payment (or recurring payment)?

How to set up Educator’s Honorarium request?

What is the Educator’s Honorarium?

What is a Standard Need?

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Fees

Can I pay Fees for multiple students at one time?

What does 'Public Fee' refer to in the Fees Module?

What is the 'Pay Over Time' feature on the Fees Module?

What if someone requests a receipt for a Fee?

How do I send a Fee receipt to someone?

How do I know who has paid a Fee?

How do I edit a Fee?

How do I approve a Fee?

How do I refund a fee that I created?

How do I add a fee to my Fee List?

How do I import a fee or multiple fees using an Excel file?

Who can approve a fee?

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Event Tickets

What is my code for Check-out?

Why would I use a code for Check-out?

How to add an Event under the Event Tickets module?

How do I approve an Event?

How do I re-list an expired/completed Event?

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