Part 1: Set Up Your Foundation
Seven quick steps, in order. Do these once and everything else — every page, every event, every payout — just works.
🏦 1. Connect your bank
You can't collect until this is done. Payments deposit automatically each week. → Where will my payments be deposited?
🏫 2. Create your Spaces
One Space per department, team, or club — every dollar auto-maps to the right activity, so reconciliation takes minutes, not days. → Spaces, Pages & Team Permissions
👥 3. Invite your team
Coaches and sponsors build their own pages; you keep oversight. Roles for staff, assistants, and bookkeepers. → Invite Team Members
💵 4. Review your price settings
Decide how tips and fees work for your organization before pages go live — payers always have a free way to pay. → Price Settings • How Omella pricing works
📄 5. Build your first page
Start from a template, customize in minutes — as easy as Google Forms. → Create your first page • Browse templates
💳 6. Set up in-person payments
Tap to Pay on iPhone needs zero hardware — start today. Order a card reader before your first home game; one reader works across all your pages. → Card reader setup • Order a reader
📊 7. Connect your reporting
Real-time Google Sheets reporting — every payment itemized by page, Space, and activity. Your CFO will thank you. → Organization Wide Reporting
Part 2: Collect for Something Specific
No order here — jump to what you need, or forward a section to the coach or sponsor who owns it.
💰 School Fees
Technology, athletic, graduation, activity fees, or club dues — start from the template and customize. → School Fees Template
🚗 Parking Permits
Registrations, vehicle info, required documents, and payment — one page. → Parking Template
📝 Forms, Waivers & Signatures
Handbook acknowledgments, athletic waivers, permission slips — e-signatures built in, with or without a payment. → Electronic Signatures
🍿 Concessions
Sell food, drinks, and merch at any event. Pair with your card reader or QR codes so fans order from their seats. → Concessions Template • Order a card reader
🛍 Spirit Wear & Merchandise
Sell apparel and merch with inventory tracking, size options, and a shopping-cart checkout. → Sell Merchandise
🤝 Fall Fundraising
Launch team and club fundraisers — you keep 100% of what you raise. A dedicated fundraising expert can help you maximize it. → Create & Manage Your Team Fundraiser
🎉 Homecoming — We'll Build It for You
Submit the intake form 2+ weeks before ticket sales open; our team builds your page, ID validation, check-in, and table assignments. Schools like St. Charles North sold 1,200 tickets with fewer than 10 parent questions. → Submit the Event Intake form
✨ New on Omella
A few things we've launched that make this year easier:
📋 Approval Workflows — route forms through multiple approvers in one workflow (think field trip or purchase approvals). → Learn more
🎟 Answer Validation — restrict purchases by Student ID so only eligible students buy tickets. → Learn more
📅 Payment Plans — installments for larger fees, one click to enable. → Learn more
🧩 Nested Blocks — conditional questions based on what someone selects. → Learn more
📦 Inventory & Limits — set max quantities so you never oversell. → Learn more
💵 Offline Payments — track cash and check alongside digital, all in one report. → Learn more
Need help? We're just a message away.
Whether you need help customizing a template, advice on setup, or aren't sure where to start — reach out anytime.
💬 Chat with us from your Omella dashboard 📧 help@omella.com
