How do I get started on platform?

Modified on Tue, 16 Dec at 11:50 AM

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Mobile view:

Updating Your Site-Wide Settings


All site-wide settings can be managed by navigating to Admin > Settings. Your settings are organised into tabs, each covering a specific area of your website:


Settings Tabs Overview

  • Basic Details
    Update your organisation’s address and contact information, social media links, security settings, and general organisational details. You can also access your website’s shareable QR code here.

  • Payment
    Connect your site to Stripe to process debit and credit card payments.

  • Site Design
    Customise your website’s branding, including fonts and colours, and upload or replace logos.
    Click here for more information.

  • Search & Analytics
    Take ownership of your website using Google Webmaster Tools and monitor traffic through Google Analytics.

  • Fundraising
    Add details about your fundraising goals and achievements. These will be displayed as a fundraising thermometer on your homepage.

  • Customer Roles
    Share administrative responsibilities by granting restricted access to other registered users.

  • GDPR Questionnaire
    Provide information about your organisation’s legal basis for processing data in line with GDPR requirements.

  • Pages
    Choose which global pages appear in your About Us menu.



Connect to Stripe for processing debit / credit card payment


To accept online payments, your organisation must set up a Stripe account. This can be done by navigating to Admin > Settings > Payment.


We use Stripe because they offer industry-leading security and competitive transaction rates:

  • Business rate: 1.5% + 20p per transaction

  • Charity rate: 1.2% + 20p per transaction


Once your Stripe business account is set up, you should immediately apply for the charity rate by emailing nonprofit@stripe.com, including proof of your charitable status.


When creating an event, you can choose how Stripe fees are handled:

  • Passed on to customers as a mandatory booking fee

  • Offered as a voluntary fee customers can opt into

  • Absorbed into your ticket or product pricing


See more information about configuring Stripe here.


Checking Your Branding and Logos

When your website is first set up, we typically source branding and logos from your existing website or affiliated organisation (such as a school, club, or charity). We’ll notify you by email once branding has been applied.


Please review your branding carefully. If changes are needed, go to Admin > Settings > Site Design, where you can:

  • Select fonts and colours

  • Replace logos and images


Ensure all uploaded images meet the required size and format specifications. If you need help, feel free to email us or click here for further guidance.


Required Images

We add the following four images to your site:

  1. Logo with text (desktop)

    • Max size: 600px wide × 66px high

    • Format: PNG

    • Background: Transparent

  2. Logo without text (mobile/tablet)

    • Max size: 300px wide × 66px high

    • Format: PNG

    • Background: Transparent

  3. Banner image

    • Used in the event image gallery and carousel

    • Size: 600px × 275px

    • Format: JPG

  4. Facebook share image

    • Used when sharing links on Facebook

    • Max size: 300px × 300px

    • Format: JPG



Adding Committee Members


Once individuals are registered on your site, you can add them as committee members so they are visible to your community.  Please click here for further information. 



Adding Classes

For most child-only events, parents will need to select a class during checkout. To set this up, navigate to Admin > Classes, then choose Add Class from the manage menu.


This ensures a smooth booking experience for parents. Please click here for further information.




Adding an Event Using a Template


To quickly create common event types, go to Admin > Events and select an event template wizard from the manage menu dropdown.


If you need more flexibility, select Add Event to create a custom event.


Once created, click Manage to:

  • Add tickets or products for sale

  • Assign volunteer tasks

  • Add auction lots

  • Manage all other event details


Further information can be found here.




Event QR Codes and URLs


Each event has a unique QR code and event URL. To access these:

  1. Go to Admin > Events

  2. Select Manage for the relevant event

  3. Choose View QR Code from the dropdown menu




Further Support


If you need additional help:

  • Visit the Support Portal via Admin > Support Portal

  • Email us at support@pta-events.co.uk

  • Join the PTA Events Facebook Community Support Forum here


We’re always happy to help.

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