Welcome back, Jenny
Portfolio overview · 3 active campaigns this year
Donations over time · last 30 days
Revenue by category
—Classroom participation
—Donation calendar
Active campaigns
Top donors · YTD
Donation timing · weekly
Goal forecast
Donations
Click any row for the full record with payment timeline and editable fields.
Showing 0 donations · Total $0Click any row to view full record
Donors
Click any row to view full record · edit contact info, see donations, match status.
Showing 7 of 7 donorsClick any row to view full record
Contacts
Your newsletter and communication subscribers. Add, edit, remove, or import a list. Click any row to edit.
Showing 0 of 0 contacts
| Name | Status | Source | Added |
|---|
Preview - this module is not connected. The students shown are sample data, not real children.
Students
Click any row to edit student details and family links.
Showing 5 of 5 studentsClick any row to view full record
Preview - this module is not connected. The teachers and amounts shown are sample data.
Teachers
Classroom directory · feeds the donation form dropdown
Showing 5 of 5 teachersClick any row to view full record
Volunteers
Track parent and community volunteers · associate them with campaigns & events
Showing allClick any row to view full record
Campaigns
Click a campaign to fully customize · branding, form, QR code, sharing.
| Campaign | Status | Dates | Days Left | Goal | Raised | Donors | 30-day Trend | Slug |
|---|
Panther Pride 2026–27 ● Published
Last published 2 hours ago · No unpublished changes
Basics
Edits here also reflect on the Publish to Site tabdonations.poinsettiapta.org/panther-pride
💡 Tip: The full publishing controls — including the live preview, ticker text, and show/hide toggles — live on the Publish to Site tab.
Live Performance
38%
$68,400
of $180,000 goal
Donors
137
Avg gift
$499
Days left
198
Form views
0
Donations for this Campaign
Total Raised
$68,400
Donor Count
137
Avg Gift
$499
Last 7 Days
+$0
Showing 0 of 0 donations
| Date | Donor | Amount | Method | Child / Classroom | Status | Match |
|---|
Page size:
—
Brand
Custom hex:
poinsettia-paw.svg
2.4 KB · uploaded May 8
Drop hero image · 1200×400 · click to upload
Suggested Amounts
Pre-filled buttons on the form. Click any tile to edit.
Click a tile to edit · drag handles to reorder
Donation Form Builder
Drag fields from the palette · drop to reorder · click to configureAdd Field
Text
Email
Phone
Dropdown
Checkbox
Radio
Amount
Date
Long text
Donation Amount *
Parent Name *
Email *
Phone
Child's Name
Teacher / Classroom
Employer Match Eligible
+ Drag a field here or click from the palette
Campaign Playbook
Activities, messaging variations, and events teachers use to drive participation. Each activity is a unique "source" donors can select on the form, so you can measure which approaches actually move the needle.
| Activity | Type | Week | Status | Donations | Raised | Lever |
|---|
How attribution works: When a donor fills out the form, an optional "What inspired you?" dropdown lists the active playbook activities. Donations attribute back here automatically, so you'll see which messaging variations actually drive giving. Use this to double-down on what works next campaign cycle.
Thank You Page · After payment confirmed
Tax-Deductible Receipt
Auto-sent within 60 seconds of payment capture
Not available yet
Shareable Links
Form Views This Week
Direct URL
1,247
QR scans
342
Embeds
89
Campaign QR Code
Scan to donate
Print on flyers, posters, sign-up tables
https://donations.poinsettiapta.org/panther-pride
Public Display Status
Public Card Title
Metrics & Numbers
Auto-calculated from donations · override if needed
Days-left = end date − today, clamped to ≥ 0
Top Ticker Bar (rolling stats strip)
Each item separated by " | " becomes a scrolling segment
Display Toggles
Stack Order
Lower numbers appear higher on the public page
Public Embed Code
Paste this snippet into your public site (poinsettiapta.org) wherever you want campaigns to appear. It auto-renders all published campaigns and refreshes every 60 seconds.
<!-- Loading... -->
Note: Until backend is wired (Cloudflare Worker + D1), use the standalone
panther-pride-campaigns-block.html file — drop it directly into your site as a paste-ready section. The dynamic embed above will activate once the API endpoint is live.Live Preview · how the public sees it
Preview updates as you type. Changes don't go live until you click Publish.
Campaign Settings
Everything that controls how this campaign behaves — notifications, fiscal rules, tax receipts, Stripe, webhooks, data retention, brand defaults, and advanced options. Changes save automatically when you Publish.
Campaign status
Current
Quick status · Publish, unpublish, or move to draft without leaving this screen. Each transition shows a confirmation explaining exactly what will happen.
Notifications
Large gift threshold:
$
Fiscal year & accounting
Tax receipts
$
IRS minimum is $250 · lower this if you want all donors to receive receipts
Payments & Stripe
Max 22 chars · shows on donor card statement
acct_1Po...kPxZ · Connected · Last payout May 13, $1,420
Webhooks & integrations
Data retention & privacy
Deleted records are recoverable for this long before permanent removal
Brand defaults
Variables: {season}, {year}, {campaign_name}, {school_name}
Campaign close behavior
Advanced & Danger zone
Duplicate this campaign
Creates a new draft with all settings, branding, and playbook copied. Donations are not copied.
Export full campaign data
Includes donations, playbook, settings, audit log as ZIP archive.
Archive campaign
Removes from active list but preserves all data. Reversible.
Permanently delete
Cannot be undone. Donations remain (required for accounting) but campaign and metadata are removed.
Events
Jogathons, ice cream parties, popsicle Fridays, family nights · one-time or recurring. Track RSVPs, ticket sales, and volunteers per event.
0 events
Preview - this module is not connected yet. Nothing here is saved.
PTA Store
Inventory & storefront management · spirit wear, merchandise, digital products · tracks quantity, variations, sales
0 products
Folders
No forms yet. Create your first form to get started.
Preview - this module is not connected yet. Nothing here is saved.
Business Sponsors
Local businesses supporting Poinsettia · click any sponsor to view dependencies and metrics
Showing 4 of 4 sponsorsClick any row to view full record
Preview - this module is not connected to real data. The figures shown are sample data and are not the PTA's actual finances.
Accounting
Revenue streams, expenses, refunds & reimbursements · monitored across all PTA channels (donations, sponsors, spirit wear, events, store).
Revenue by Source
Expenses by Category
Recent Transactions
View all →Preview - this module is not connected. The reports shown are sample data.
Reports
Saved reports, scheduled exports, on-demand pulls. Click any report to run, edit, or change schedule.
Audit Log
All actions across the system
| Time | User | Action | Target | Details |
|---|
Settings
Configure how Panther Hub works for your PTA · custom fields, integrations, billing
Email Sending
Connect your real email account so messages send from your addressWhat this does
Sends emails from your real address · replies land in your normal inbox · recipients see it from you, not from Panther Hub
What this doesn't do
Panther Hub cannot read your inbox, sent items, or any other emails. We only have permission to send on your behalf · you can revoke access at any time.
Your connected accounts
Connect a new account
Gmail
@gmail.com
Google Workspace
Your school domain
Microsoft 365
Outlook · Office 365
Outlook.com
Personal Microsoft account
Yahoo Mail
App password required
Other (SMTP)
iCloud, Zoho, custom server
Security note: Authorization tokens are encrypted at rest using Cloudflare Workers secrets. Panther Hub uses minimal-scope OAuth — for Gmail this is
gmail.send only, not full mailbox access. You can disconnect at any time from this page or directly in your Google/Microsoft account settings.Stripe Integration
Accept donations, sponsorships, store purchases, event ticketsStripe — Not connected
Connect a Stripe account to accept donations · 2.9% + 30¢ per transaction (industry standard)
Card payments
Visa, Mastercard, Amex, Discover
ACH bank transfers
For larger gifts · 0.8% fee, capped at $5
Apple Pay & Google Pay
One-tap donations on mobile
Recurring donations
Monthly, quarterly, annual
Receipt automation
Auto-send via your connected email
Reconciliation
Auto-syncs to Accounting module
How it works: When you click "Connect Stripe," you'll authenticate with your existing Stripe account (or create one). Panther Hub uses Stripe Connect to process payments directly to your bank account — funds never touch our servers. You retain full control of your Stripe dashboard, refunds, and disputes.
Google Calendar Integration
Push events from this calendar to your public websiteGoogle Calendar — Not configured
Configure your calendar ID below so events appear on the public website
Preview - Google Calendar sync is not connected yet. Test connection and Sync are disabled so they cannot report a false result.
Find this in Google Calendar → Settings → your calendar → "Integrate calendar" → Calendar ID. The calendar must be set to Public for our service to read it.
This is the link parents use to subscribe in Apple/Google/Outlook calendars.
Used when Google Calendar event has no category tag
How to find your Calendar ID
- Open Google Calendar from a desktop browser
- In the left sidebar, hover over the calendar you want to share → click the three dots → Settings and sharing
- Under Access permissions, check "Make available to public" with "See all event details"
- Scroll down to Integrate calendar section
- Copy the Calendar ID (looks like
abc123@group.calendar.google.com) - Paste it above and click Test connection
Recommended: Create a shared calendar specifically for PTA events (separate from anyone's personal calendar) so multiple board members can add events without exposing their private schedules.
Donor Fields
8 fields · 4 custom · drag to reorder| Field | Type | Required | Visible | |
|---|---|---|---|---|
| ⋮⋮ | First Name system | text | Yes | Yes |
| ⋮⋮ | Last Name system | text | Yes | Yes |
| ⋮⋮ | Email system | Yes | Yes | |
| ⋮⋮ | Phone system | phone | No | Yes |
| ⋮⋮ | Employer custom | text | If match=yes | Yes |
| ⋮⋮ | T-Shirt Size custom | dropdown | No | Yes |
| ⋮⋮ | Volunteer Interests custom | multi-select | No | Yes |
| ⋮⋮ | Family Notes custom | textarea | No | Internal only |
Organization Profile
Not available yet
Sample Data
Demo records for testing — turn OFF for production useDemo Mode — Sample Data Active
The app currently shows 137 donations, 8 volunteers, 4 sponsors, and other seeded records for testing.
Important: Turning OFF sample data clears all demo records from the app (donors, students, teachers, sponsors, volunteers, campaigns, events, tasks, accounting transactions, etc.). Any real records you've added are also cleared. Download a backup first if you've entered real data you want to keep. Toggle back ON to restore the original demo data.
Data
Live record counts across the appTasks
Assign work to PTA team members · track status, due dates, and discussion.
Preview - this module is not connected yet. Nothing here is saved.
Timesheets
Track volunteer hours. Submit weekly or monthly for board approval. Calendar view shows daily totals at a glance.
This Week
0hrs
across 0 entries
This Month
0hrs
across 0 entries
Year to Date
0hrs
across 0 entries
Pending Approval
0hrs
0 entries waiting
Forms Library
Centralized storage for PTA forms · refund requests, volunteer waivers, sponsorship agreements, expense forms, and more.
0 forms
Preview - this module is not connected. The filings shown are sample data, not the PTA's actual tax records.
Tax Forms & Filings
501(c)(3) compliance documents, IRS forms, state filings, and donor acknowledgement templates.
Preview - this module is not connected yet. Nothing here is saved.
Approvals
Items submitted for review. Loading your permissions...
Showing 3 approvals
Click any row to review details
Templates · Reusable content building blocks
Email templates, task templates, and tool templates. Use placeholders like {donor_name} for live substitution.
Available placeholders:
{donor_name}
{amount}
{campaign_name}
{org_name}
{date}
{children}
{sender_name}
Tools · Quick utilities and shortcuts
Pin your most-used tools to the launcher (⌘J). Daily summaries, calculators, rankings, and one-click actions.
10 tools
5 pinned to quick access
Users & Roles
PTA board members, role definitions, and approval policies
| User | Role | Status | Last Active | Actions |
|---|
Roles
3 roles configured
Roles bundle permissions. Pick a role and toggle exactly what users with that role can see and do. The three built-in roles (Treasurer, Board Member, Viewer) can be edited; create new roles for cases like Auditor, Volunteer Coordinator, or Admin.
Permission Matrix
Click any cell to toggle. 0 unsaved changes
Toggle any cell to grant or revoke that permission for a role. Add a new role from the Roles tab and its column will appear here automatically. Treasurer (admin) cannot have permissions revoked.
Approval Rules
Which actions require approval before they take effectAction
Require Approval
Approvers
Manual Donation Entry
Cash, check, or off-platform donations entered by hand
Treasurer
Refund Donation
Reverse a completed Stripe charge or void a manual entry
Treasurer
Delete Donor Record
Soft delete (recoverable for 7 days) or hard delete
Treasurer
Invite New User
Adding board members or volunteers to Panther Hub
Treasurer
Custom Field Changes
Creating, editing, or removing custom fields on records
Treasurer
Campaign Settings
Goal amount, branding, or playbook changes on active campaigns
Treasurer
How it works: When a user without approval permission performs a rule-protected action, they see a confirmation modal and the action is queued for review. Approvers get a notification. The action only takes effect after an approver clicks Approve.
Approver Overrides
Promote individual users to approver status regardless of their role| User | Role | Can Approve | Approval Scope |
|---|---|---|---|
| Jenny Sullivan | Treasurer | Auto (role) | All actions |
| Mark Davis | Board Member | Override off | — |
| Anita Reyes | Board Member | Override on | Manual donations only |
| Volunteer Lead | Viewer | Viewer cannot approve | — |
Trash
Soft-deleted records across all modules, recoverable. Restore items or leave them for the 30-day auto-purge.
Showing 0 records
Soft-deleted records auto-purge after 30 days
| Type | Name | Phone | Deleted | Actions |
|---|
Integrations
Payments, email, accounting
Connected
Stripe
Payment processing
Connected
Resend
Transactional email
Available
QuickBooks
Auto-sync donations to books
Available
Mailchimp
Newsletter list sync
Stripe Webhook Events
api.poinsettiapta.org/webhooks/stripe| Time | Event | Object | Status | Latency |
|---|---|---|---|---|
| No webhook events to display. | ||||