Below is a list and a brief overview of the dashboard's features. Your access to these features varies based on your user role, so you may not see all items when you log in. If you need to edit event details that aren’t currently available to you, consult with your Client Success Manager to verify your dashboard permissions.
Dashboard: A collection of charts giving you insight into your revenue. More information can be found below.
Charities: Operators have the choice to activate Billfold Give for their attendees.
Events: Search for your events at the top of the page. Events can be filtered by Title, Organizer, and Payment Account.
Payment Methods: List of payment methods, or bank cards, linked to the wristband, used at events and the ability to unlock them.
Wristbands: This displays all registered wristbands for a specific event.
Reports: Billfold offers a robust suite of reports, including information on sales, deposits, and attendees.
Manage Presentations: Presentations and Imaging for Billfold Engage are uploaded and created within this tab.
Manage Polls: Polls for guests upon arrival at activation kiosks.
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