Here’s How:

1. Head over to Subscriptions, located under your Account Menu (Click your name in the top right of your screen),

2. Look for EzyStream Giving under Available Services. If it's not there:

   1. Look for the 'Engage Bundle' under Available Services,

   2. Click 'Add' to this module, and the feature will be added to your account.

3. Click ‘Config’ on EzyStream Giving' and select ‘Activate EzyStream Giving’

4. Head over to your Manage Menu (top right of your screen), and select Giving.

5. Set Up Your Giving Account by filling in the form to create your Giving Account and click Submit.

6. You'll need to wait a short time while the EzyStream team reviews your account. Once done, you'll get an email from us to continue the process.

7. Once you receive an email from us, browse back to Manage > Giving, or refresh your browser if its still open,

8. You'll be prompted to Verify your account with our payment processor. This is a requirement to ensure safe handling of your transactions.
   To do this, you’ll need:

   1. Your organisations legal entity name,

   2. Your NZBN or ACN/ABN (If you don’t have one, you’ll need to contact us),

   3. A document showing your Charitable Status. (You can normally download one at the NZ Charities Register, or the Australian Charities Register)

   4. Information about your board members including their full names and Date of Birth)

9. Once done, add at least one Bank Account, by clicking Accounts in top left of your Giving Dashboard.

10. The final step is to create at least one Appeal - the thing(s) you want members to give towards. (You'll learn lots more at Understanding Appeals)

11. You may also live to embed EzyStream Giving into your website.

< Step Four

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