Scheduling a Fund

If you want a fund to be available for a finite period of time, you can schedule the fund to start and stop on particular dates. To schedule a fund when you're creating it.

Simply click the CheckBoxes for "Schedule fund start date" and "Schedule fund end date" to enter the date. If a fund has a start date in the future, visitors to your site will not see that fund until that date. For funds scheduled to end, all gifts will process through the end date. Then the fund will disappear from your public viewing page and gifts will stop processing.

The end date will be displayed in the fund listing on the admin side.

It will also display on the public listing of your funds.


To change or add a start or end date, click on the kebab menu on the right side of your fund page and select details.

This will bring you to the fund details page where all information about the fund, including transactions, is located. Select "Schedule Fund" from the menu on the upper right.

Then enter new dates or uncheck either box to update. Then click save. Note if your fund is in "draft" mode, you will need to set it to "live" before the scheduled start date in order for it to appear.


Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.

 


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