First login & setup wizard

When you sign up at koolay.com, an admin account and a tenant (your nonprofit's workspace) are created automatically. The first time you log in, the setup wizard walks you through the essentials.

What the wizard asks for

The wizard is broken into a small number of steps, each of which is independently saveable — you can leave and come back without losing progress.

1. Organization profile

Legal name + display name
EIN (Employer Identification Number — used to pre-fill your IRS metadata)
Mission statement
Primary contact email + phone
Mailing address

If your EIN is in our nonprofit database (and 1.9M of them are), Koolay auto-fills your NTEE code, formation year, and 990 history. Skip the typing.

2. Branding

Logo (PNG/SVG, transparent background)
Primary color
Optional secondary/accent color

These flow directly into your public site and emails.

3. Domain

The free *.koolay.com subdomain is already wired up.
If you have a custom domain (yourorg.org), the wizard guides you through DNS setup. We provide CNAME and A records — you paste them at your registrar (GoDaddy, Namecheap, Cloudflare, whatever).

4. Payment

Connect Stripe to accept donations. The Stripe Connect onboarding takes ~5 minutes — you'll need your EIN, bank account, and an authorized signer's information.
Optionally enable PayPal as a fallback.

5. Plan selection

Every new tenant starts on a 14-day Growth trial — every Growth-tier feature unlocked, no credit card required. Pick a paid plan before day 14 to keep them.
You can change plans any time from Account → Billing & Plan.

Skipping & returning

You can dismiss the wizard at any step and return to it from Account → My Profile → Setup. Half-completed steps show a yellow dot in the sidebar so you don't forget.

Inviting your team

Once your org profile is set, head to Account → Users to invite the rest of your team. Each user gets:

An email + password account, with optional MFA.
A CMS role (viewer / editor / admin) per tenant.
Optional per-panel permissions if you need finer control (e.g. a treasurer who sees donations but not grant drafts).

Invitations are sent by email; users click through, set a password, and they're in.

"My EIN doesn't auto-fill." Some EINs (very new orgs, or churches without 990 filings) aren't in the IRS public dataset. You can enter the data manually.
"My logo looks fuzzy." Upload at least 512×512 PNG or SVG. The platform serves it as-is.
"Stripe says my account isn't verified." Stripe verification can take 24–72 hours after onboarding completes. Donations work in test mode meanwhile; switch to live mode once verified.