---
title: "The Zinda Manual"
author: ""
url: "https://docs.zinda.org/3/zinda-manual"
---

General Information

**Individual Login**

As an individual user on Zinda it is free to join, simply login via (Google, Microsoft, or Facebook) to get started

 ![Zinda Login.png](/u/zinda-login-4pksRS.png) 

After logging in, you will land on the _dashboard_. The menu will display all options that apply to individuals

 ![Zinda Menu.png](/u/zinda-menu-lLseqF.png) 

**Dashboard**

The dashboard is where you will click on the _'menu'_ in the top left corner to view your navigation options and click on your user _'profile icon'_ to view your current Zinda journey 

 ![Zinda Dashboard.png](/u/zinda-dashboard-sedmSP.png) 

**Events for you**:

This section displays all public events and any private events that are applicable to you

Options:

1. You can click on an event name to see the details
2. You can click on any option listed below the event description to go to the event details (ex: attending, supporting)
3. You can use the _'filter'_ to limit your view (upcoming, attending, supporting, past, specific date(s), cause, or by zip code)
4. You can use _'suggest'_ to enable an AI based search using your existing information to suggest events that you may be interested in
5. You can select specific organizations to view

 ![Zindadashevents.png](/u/zindadashevents-Mo261p.png) 

**Explore Organizations (Non-Profits/Corporations)**

To explore organizations (non-profits/corporations), click '_Explore Organizations_' on the menu

1. You can view the _'Non-Profits'_ or _'Corporations'_ details by clicking on the name
2. You can use the _'filter'_ to view (all, member, supporting, type, cause, or by zip code)
 
 ![ZindaOrgs.png](/u/zindaorgs-vOOhhx.png) 



**Organization/Non-Profit Details**

To view the organization/non-profit's details, click on the _'organization/non-profit name'_

Options:

1. You can click on _'causes'_ to view other non-profits/organizations with related causes
2. You can click on the _'quick reference'_ options to go to a specific section on the details page
3. You can click on _'donate'_ to make a donation
4. You can click on _'support'_ to support the non-profit/organization
5. You can click on _'RSVP'_ to go to an event's details and click _'I'm attending'_ to attend an event
6. You can click on any _'social media'_ platform to share the non-profit/organization with your network

 ![Orgdetails.png](/u/orgdetails-oxrv0m.png) 

**Donations**

1. Click _'Donate'_
2. Enter donation amount + click _'Pay'_
3. Select payment method + enter payment information
4. Click _'Pay'_

![Donate01.png](/u/donate01-AuBRkU.png) 

 ![Donate02.png](/u/donate02-VJFopD.png) 

**Impact on Zinda**

Non-Profit/Organization Statistics

 ![Impact.png](/u/impact-da9dKU.png) 

**Organization Events**

You can click on the event name to go to the event's details

 ![orgevents.png](/u/orgevents-Zwm2i0.png) 

**Organization/Non-Profit's Donations Received**

 ![orgsdonations.png](/u/orgsdonations-L9EEet.png) 

**Organization/Non-Profit's Financial Snapshot**

 ![orgfinancials.png](/u/orgfinancials-hQePea.png) 

**Organization/Non-Profit's Location and Contact Information**

 ![orglocationandcontacts.png](/u/orglocationandcontacts-9286EV.png) 

**Discover Events**

To discover events, click on _'Discover Events'_ in the menu

Options:

1. You can click on an event name to see the details
2. You can click on any option listed below the event description to go to the event details (ex: attending, supporting)
3. You can use the _'filter'_ to limit your view (upcoming, attending, supporting, past, specific date(s), cause(s), or by zip code)
4. You can use _'suggest'_ to enable an AI based search using your existing information to suggest events that you may be interested in
5. You can select specific organizations to view

![discoverevents.png](/u/discoverevents-EzZeR5.png) 

**Event Details**

Options:

1. You can click on _'Donate'_ to donate to the event (click here for step by step donation instructions: https://docs.zinda.org/3/zinda-manual/60/organization-details)
2. You can click on _'I'm Attending'_ to set your status as attending the event
3. You can click on _'Support'_ to support the event
4. You can click on _'Event Wall'_ to view or post messages on the event community page
5. You can click on any _'Social media'_ platform to share the event with your network
6. You can view the date, time, and location of the event
7. You can click on _'Causes'_ to go to organizations with related events
8. You can click on the organization's name to go to the organization's page
8. You can click on the _'users name(s)'_ to go to their Zinda journey page 
9. You can click on the _'plus sign'_ to view answers to some common questions related to the event

![eventdetails01.png](/u/eventdetails01-pjwYNm.png) 

![eventdetails02.png](/u/eventdetails02-9RrRog.png) 

![eventdetails03.png](/u/eventdetails03-Rj9PPR.png) 





**Zinda Journey**

To view your Zinda journey, click on _'Zinda Journey'_ in the menu (journey entries are clickable). 

You can click on any _'Social media'_ platform to share your journey with your network. 

You can click on any user's profile icon to visit their Zinda journey

 ![Zindajourney01.png](/u/zindajourney01-thGcMh.png) 

 ![Zindajourney02.png](/u/zindajourney02-jsm9St.png) 

 ![Zindajourney03.png](/u/zindajourney03-1rfNzA.png) 



**Your Donations**

To view your donations, click on _'Your Donations'_ in the menu

You can click on _'Receipt'_ to view your donation receipt

 ![Yourdonations.png](/u/yourdonations-wRXq7J.png) 



**Your Events**

You can click on the _'Event Name'_ to go to the event details

You can click on the _'Organization Name'_ to go to the organization's detail page
 
![Yourevents.png](/u/yourevents-b3EHgb.png) 

**Profile**

Your profile is private and view only. You can click on any _'Organization'_ to go to that organization's page

 ![Yourprofile.png](/u/yourprofile-NHCCWa.png) 

Non-Profit Administrator

**Non-Profits Join** 

Click _'Join as a founding partner'_

 ![Nonprofitjoin.png](/u/nonprofitjoin-PKHViw.png) 

Register your nonprofit by logging in with a work domain email (not a personal email account). 

 ![nonprofitregister.png](/u/nonprofitregister-uoKzet.png) 

Enter your organization's _'Employer Identification Number'_ (EIN) + click _'Save and Continue'_

 ![nonprofitEIN.png](/u/nonprofitein-ZJavG2.png) 

Verify the nonprofit's EIN by entering it again + click _'Confirm EIN'_

 ![nonprofitverify.png](/u/nonprofitverify-4LGHNM.png) 

Verify you are authorized to represent the nonprofit + click _'Continue to Plans'_

 ![nonprofitauthorization.png](/u/nonprofitauthorization-eJQupw.png) 

Pick a plan and billing frequency + click _'Complete Registration'_

 ![nonprofitpickaplan.png](/u/nonprofitpickaplan-Gbtkp8.png) 

Registration complete - you have several options at this point:
1. Complete your organization profile (organization profile page)
2. Invite collegues (organization member page)
3. Open your organization (organization page)
4. Go to dashboard 

 ![nonprofitregistration complete.png](/u/nonprofitregistration-complete-KrYtye.png) 


**Organization/Non-Profit**

If your organization/non-profit's profile page has not been completed, you'll see this screen displaying as a _'Draft'_. Click _'Complete Your Profile.'_

 ![nonprofitdraftorg.png](/u/nonprofitdraftorg-k9DGK6.png) 

**Organization/Non-Profit Profile**

Complete all required fields + click _'Save Profile'_

 ![orgprofile01.png](/u/orgprofile01-Pnnhvf.png) 

 ![orgprofile02.png](/u/orgprofile02-2kaiY7.png)

Official Organization/Non-Profit Profile - add organization address and social media links + click _'Update'_

To _'Edit'_ the profile information - enter changes and click _'Update'_

 ![orgprofile03.png](/u/orgprofile03-1GV4gv.png) 

**Organization/Non-Profit Members**

View organization/non-profit members

 ![orgmembers.png](/u/orgmembers-tqX2IR.png) 

To add member(s) - click _'Add Members'_ and follow the example + click _'Create Members'_

 ![orgaddmembers.png](/u/orgaddmembers-ZyMVOb.png)  

To assign a member as administrator - toggle to the right 

To remove a member as administrator toggle to the left

To remove a member(s) - click _'Remove'_

 ![orgadminandremove.png](/u/orgadminandremove-IE9u2s.png) 

Donations

**Stripe Payments**

You can connect your payment provider to Zinda which will enable your organization to receive donations (if applicable), follow the instructions below:

 ![payments01.png](/u/payments01-TDMnmw.png) 

**Stripe Settings**

 ![stripesettings.png](/u/stripesettings-LBJ44G.png) 

Stripe Setup Instructions - Step 1 

![image (17).png](https://docs.zinda.org/u/image-17-c191r6.png)

Stripe Setup Instructions - Step 2

![image (18).png](https://docs.zinda.org/u/image-18-wpnScS.png) 

After going to your Stripe dashboard (click on '_Developers_')

 ![image (19).png](https://docs.zinda.org/u/image-19-LhwLYm.png) 

Click on '_API keys_'

 ![image (20).png](https://docs.zinda.org/u/image-20-TpFinv.png) 

Click on '_Webhooks_'

 ![image (21).png](https://docs.zinda.org/u/image-21-xnQ6tK.png) 

Click on '_Create an event destination_' - if no event destination exists

 ![image (22).png](https://docs.zinda.org/u/image-22-MbVTRL.png) 

Click on '_Add endpoint_' - if an event destination already exists

 ![image (23).png](https://docs.zinda.org/u/image-23-fMj8Af.png) 

Click on '_Select events_'

 ![image (24).png](https://docs.zinda.org/u/image-24-AUqZCR.png) 

Select '_charge_' and '_checkout events_' (one at a time)

 ![image (25).png](https://docs.zinda.org/u/image-25-2fKiG3.png) 

Select '_all Charge events_'

 ![image (26).png](https://docs.zinda.org/u/image-26-PXiaLW.png) 

Select '_all Checkout events_' and Click '_Add events_'

 ![image (27).png](https://docs.zinda.org/u/image-27-nQkKR0.png) 

Click '_Add endpoint_'

 ![image (28).png](https://docs.zinda.org/u/image-28-eraI4H.png) 

Click '_Reveal_'

 ![image (29).png](https://docs.zinda.org/u/image-29-3sKauj.png) 

Copy and paste the signing secret into the signing secret field in the platform and Click '_Save_'

 ![image (30).png](https://docs.zinda.org/u/image-30-VVMPcT.png)

**PayPal Payments**

Connect your payment provider to Zinda which will enable your organization to receive donations (if applicable), follow the instructions below:

 ![payments01.png](/u/payments01-uVx8vy.png) 

**PayPal Settings**

 ![paypal.png](/u/paypal-DYFLqs.png) 

**PayPal Setup Instructions - Step 1**

 ![image.png](https://docs.zinda.org/u/image-rOwShB.png) 

**PayPal Setup Instructions - Step 2**

 ![image (4).png](https://docs.zinda.org/u/image-4-LFOjvW.png) 

After going to your PayPal developer dashboard, click on 'Apps & Credentials'

 ![image (1).png](https://docs.zinda.org/u/image-1-on02B7.png) 

Click on the appropriate application

 ![image (2).png](https://docs.zinda.org/u/image-2-b9zLFh.png) 

Scroll down to the API credentials. Copy/paste the 'Client ID' and the 'Secret key 1' into the corresponding fields in the platform

 ![image (3).png](https://docs.zinda.org/u/image-3-GxjP3n.png) 

Scroll down to the webhooks, click '_Add Webhook_'

 ![PayPalWebhook.png](https://docs.zinda.org/u/paypalwebhook-L0zlQT.png) 

Copy/paste webhook URL from the platform into this field. 

 ![PayPalWebhookURL.png](https://docs.zinda.org/u/paypalwebhookurl-21HaKB.png) 

Scroll down until you see '_Checkout_,' check the box

 ![PayPalCheckout.png](https://docs.zinda.org/u/paypalcheckout-7Rhivt.png) 

Click 'Save'

 ![PayPalSave.png](https://docs.zinda.org/u/paypalsave-VMJyAx.png) 

Copy/paste the '_Webhook ID_' into the corresponding field in the platform

 ![WebhookID.png](https://docs.zinda.org/u/webhookid-sURVR2.png)

**Create Events**

To create a new event, click on _'Events'_ in the menu. Next click on _'New Event'_

 ![nonprofitnewevent.png](/u/nonprofitnewevent-5e2fxO.png) 

Complete Step 1 - The Event (event name, event description, event type - attend, donate or both). You can also enable AI to suggest an event name and write the event description 

 ![nonprofitnewevent01.png](/u/nonprofitnewevent01-of8mVM.png) 

You can save the event as a _'Draft'_ and finish it later using _'Edit'_ or continue to step 2

 ![nonprofitnewevent02.png](/u/nonprofitnewevent02-QWvESu.png) 

Complete Step 2 - When and Where (date, place, spots, goal, and visibility)

 ![nonprofitnewevent03.png](/u/nonprofitnewevent03-ZMQNhJ.png) 

You can save as a _'Draft'_ and finish it later using _'Edit'_ or continue to Step 3

 ![nonprofitnewevent04.png](/u/nonprofitnewevent04-YW4a3U.png)

Complete Step 3 (optional) - AI can write common questions and sourced facts from your name and description which will be displayed on the event page. 

 ![nonprofitnewevent05.png](/u/nonprofitnewevent05-3ZCv05.png)

Example of AI generated content 

 ![QuestionsandFAQ.png](/u/questionsandfaq-Y8NdOl.png) 

You can save as a _'Draft'_ and finish later using _'Edit'_ or continue to Step 4

 ![nonprofitnewevent06.png](/u/nonprofitnewevent06-0q5yec.png) 

Save your event, review steps 1-4 

 ![nonprofitneweventsave.png](/u/nonprofitneweventsave-YD5S2R.png)

You can preview the full event page or  _'Publish'_ the event to make it public 

 ![nonprofitneweventpublish.png](/u/nonprofitneweventpublish-WVTEsY.png) 

Once you _'Publish'_, the event is no longer editable

 ![publishyesorno.png](/u/publishyesorno-C0SJFO.png) 



**View/Manage Events**

To view your organization's events, click on Events in the menu

To edit a **draft only** event, click _'Edit'_

To preview a draft event, click _'Preview'_

To view the event's public page, click _'View public page'_

 ![Manageevents.png](/u/manageevents-nGkFXk.png) 

To view your event attendees before an event, click _'RSVP'_

 ![Eventattendees.png](/u/eventattendees-qbaXTz.png) 

To manage your event attendees after an event, click _'Attendance'_ and then click  _'Mark attendance'_

 ![manageattendees.png](/u/manageattendees-fZXD5V.png) 

Confirm attendance by toggling to the right

 ![markeventattendence.png](/u/markeventattendence-PCfkoA.png)

To view event donations, click _'Donations'_

 ![Eventdonations.png](/u/eventdonations-VsuLJa.png) 

To view or post to an event's wall (community forum), click _'Event wall'_

 ![eventwall.png](/u/eventwall-y0gKds.png) 





**Donation Summary**

To view your organization's donation summary report, click _'Donation Summary'_ in the menu

 ![Donationsummary.png](/u/donationsummary-hx1a9o.png) 

**Attendance Summary**

To view your organization's attendance summary, click _'Attendance Summary'_ in the menu. _'Event Name'_ and _'Organization'_ are clickable and will take you to the event page or organization page 

 ![attendancesummary.png](/u/attendancesummary-kQIduX.png)

**Analytics**

To view your analytics, click on _'Analytics'_ in the menu. This will show your profile views, supporters, donors, and member data

 ![analytics01.png](/u/analytics01-JBkxxv.png) 

 ![analytics02.png](/u/analytics02-0bXLlH.png) 

 ![analytics03.png](/u/analytics03-PeqTp4.png) 

 ![analytics04.png](/u/analytics04-e2lKK9.png)  

Corporation Administrators

**Corporations Join Zinda**

Register your company with Zinda by clicking _'Register your company'_ 

 ![corpregister.png](/u/corpregister-snXifP.png) 

Login with your corporations's email (not a personal email account)

 ![corplogin.png](/u/corplogin-6BHWdT.png) 

Enter corporation name/country + click _'Continue'_

 ![corpname.png](/u/corpname-WdDc8m.png)  

Select a plan, enter the billing contact information + check the box to verify authorization to select a plan and agree to billing on behalf of your organization 

 ![corppickaplan.png](/u/corppickaplan-Yf7taM.png) 

Click _'Save Plan and Continue'_

 ![corpsaveplan.png](/u/corpsaveplan-p6QmFs.png) 

Completed registration, you have several options at this point:
1. Complete your organization profile (organization profile page)
2. Invite colleagues (organization member page)
3. Open your organization (organization page)
4. Go to dashboard 

 ![corpregistercomplete.png](/u/corpregistercomplete-aznk3k.png)  




**Organization/Corporation**

If your corporation's profile page has not been completed, you'll see this screen displaying as a _'Draft'_ . Click _'Complete your profile'_

 ![corpdraft.png](/u/corpdraft-0N2I4e.png) 

**Organization/Corporation Profile**

Complete all the required fields

 ![corpprofile01.png](/u/corpprofile01-O5TviQ.png) 

Select _'Skip for now'_ (goes back to the dashboard) and complete it later using _'Organization'_ in the menu 

Select _'Save Profile'_

 ![corpprofile02.png](/u/corpprofile02-XN7AjB.png) 

Official corporation profile - add address and any social media links + click _'Update'_

To _'Edit'_ the profile information, enter changes and click _'Update'_

 ![corpprofile03.png](/u/corpprofile03-SRMWGN.png) 

**Organization/Corporation Members**

To view organization/corporation members, click _'Members'_ from the menu

 ![orgmembers.png](/u/orgmembers-E6Oa2F.png) 

To add member(s), click _'Add members'_ and follow the example + click _'Create Members'_

 ![orgaddmembers.png](/u/orgaddmembers-4aelgX.png) 

To assign a member as administrator - toggle to the right

To remove a member as administrator - toggle to the left

To remove a member(s) - click _'Remove'_

 ![orgadminandremove.png](/u/orgadminandremove-LsGxLX.png) 




**Organization/Corporation Reports**

**Donation Summary**

To view your donation summary report, click on _'Donation Summary'_ in the menu. This report details donations made by members of your organization/corporation

 ![Donationsummary.png](/u/donationsummary-WlpPRQ.png) 

**Attendance Summary**

To view your attendance summary report, click on _'Attendance Summary'_ in the menu. This report details events attended by memebers of your organization/corporation. Event name and organization are clickable and will take you to the event details and organization/corporation page

 ![attendancesummary.png](/u/attendancesummary-7R3oF0.png) 

**Analytics**

To view your analytics, click on _'Analytics'_ in the menu. This will provide profile views, supporters, donors, and member data

 ![analytics01.png](/u/analytics01-qnZwmI.png) 

 ![analytics02.png](/u/analytics02-jp4zT5.png) 

 ![analytics03.png](/u/analytics03-DmVCZA.png) 

 ![analytics04.png](/u/analytics04-kADx0c.png)