Guide on how to set up Yoello Pay for Charities

This guide will provide you step-by-step instructions on how to set up your Yoello Pay for Charities system

When you have signed up for an account at app.yoello.com/sign-up, you will receive an initial email from support@yoello.com, where it will ask you to Log In using the email address and temporary password provided.

Once you have successfully logged into app.yoello.com (your new Yoello Pay dashboard), you will be asked to continue with account setup. Below will go through the initial setup process.

Contents of Set Up Guide:

• Initial Setup Process
• Create your business account
• Add Payment Method
• Add a new account image
• User Management
• Contact Us

• Open the email sent by support@yoello.com titled 'Welcome to Yoello Pay'
• Log in to the Yoello Pay Dashboard app.yoello.com to start the account setup process.
• If you have received a temporary password to log in, please input it into the Yoello Pay Dashboard, then it will prompt you to set a new password.
• Create your new user profile (inputting the required information). This is where your Yoello Pay accounts will be visible. Initial information required for your profile setup:
  • First Name
  • Last Name
  • Phone Number
  • Email Address
• Click 'Sign Up'

Once you have created your profile, and signed in successfully for the first time, it will ask you to create your business account.

1. Select what type of business you are

   1. Charity - Your business is a registered charity and does not operate for profit.

2. Enter your charity details

   1. Registered Charity Name - the name registered with the Charity Commission.
   2. Trading Name (if different) - the name your charity operates as.
   3. Charity Number - your charity number issued by the Charity Commission.
   4. Location - the country your business is located.

3. Create your handle

   1. Create a unique username for your account that will be visible to others.

To set up card payments on your account, to allow your customer to make digital payments (via Card, Apple Pay and Google Pay), please click through to the 'Set up card payments' guidance.

Click here for help on setting up your card payments

This is where you get to show off your venue to your customers. It is really important that this image gives a snapshot of your business, giving your customer confidence to use this method for payment.

1. Click the '+' in the circle at the top of the business account page
2. Windows Explorer / Finder will open where you will be asked to upload a new image
3. Click the relevant button on your computer to open/upload the image
4. Crop the image
5. Press 'Submit'