Setting Up Your BoosterHub Account: Complete Settings Guide

This article walks you through every settings area in BoosterHub: Club Settings, Accounting Settings, Admin Settings, BoosterHub Settings (plans and payments), User Settings, Notifications, and Club Contact Us. Use the section headings to jump to the topic you need.

To access any of these areas, log in to BoosterHub and click Settings in the left navigation bar.

Club Settings

How do I upload my club logo?

Upload your club logo in Club Settings. Your logo appears throughout the system, including on your website, in the app, and in your emails. Your logo also serves as the default graphic for your products in the store. You can change your logo at any time.

How do I set my club colors?

Your club colors populate your navigation bar, your website, and your app. To set them, either enter the digital color code (hex code) or use the slider bar to find a close match to your club colors, then click Save. The system updates immediately to your selected colors. You can edit your colors at any time.

What address should I use for my booster club?

Enter a street address for your booster club. If your club does not have a street address, use the street address of your school. A street address is required to establish your USIO merchant account. Once your merchant account is established, you can update the address field to a PO box if you prefer.

Where do I enter my club's legal name?

If your club's legal name is different from the name you want displayed in BoosterHub, enter your legal name in the legal name field in Club Settings. The legal name is used for important legal documents that come out of BoosterHub.

What is the club email used for?

The club email you enter in Club Settings is:

The default reply-to address on your account
The email noted on your email blasts
The default notification email for BoosterHub transactions and updates

Why does my time zone matter?

Your time zone setting is important for scheduling and sending emails. Select the correct time zone for your club in Club Settings.

How do I add my website address?

Enter your website address in Club Settings. If you plan to use your BoosterHub subdomain as your web address, establish it first in Webmaster, then copy and paste it into the website address field.

Add your social media links in Club Settings. These links populate throughout the system, including in your emails and on your website.

Can I add a custom dashboard message?

Yes. If you'd like to display a custom message for your club, add it in the dashboard settings area of Club Settings. Click Save and your message will appear on the dashboard.

Accounting Settings

Accounting Settings is where you enter all of the business and compliance information for your BoosterHub account. At a minimum, you'll need to enter your EIN information to get started.

What business information do I need to enter?

Enter the following in Accounting Settings:

Your EIN (Employer Identification Number)
Your fiscal year start and end dates
Your year of formation

You can usually find this information on a previous tax return. Your organization is most likely a corporation. If you're unsure about your sales tax information, contact your secretary of state.

How do I set up accounting alerts?

Add any users you would like to receive accounting alerts, such as overdue items, failed payments, or ACH returns. If you have users who should receive notifications of online orders, you can add them here as well. You can also assign a category to specific users so they receive transaction alerts for certain areas, such as spirit wear.

How do I add expense approvers?

If you would like approvers for expenses, add them in Accounting Settings.

Where do I store my organization documents?

Accounting Settings is where all of your organization documents are stored, including:

Articles of Incorporation
Bylaws
EIN letter
501(c)(3) determination letter
Sales tax exemption
W-9

You can also upload previous tax returns, meeting minutes, annual budgets, insurance certificates, and audits.

Note: All of these documents are also stored in your File Manager, but they're easy to find on the Accounting Settings screen.

I'm a DistrictHub user. What information is shared with my School or District?

If you are a DistrictHub user, the organization documents stored in Accounting Settings, such as your Articles of Incorporation, bylaws, EIN letter, 501(c)(3) letter, insurance certificates, meeting minutes, and budgets, are the information shared with your School or District. Be sure these documents are accurate and up to date.

What if my club doesn't have insurance?

If you don't have insurance, there's a link in Accounting Settings to a provider who specializes in booster club insurance and offers discounted rates.

Admin Settings

How do I add an admin?

In Admin Settings, click the Add Admin button to see a list of your BoosterHub members. Select a member to add them to the admin screen, then customize their rights based on the level of access you'd like them to have.

How many admins can I have?

There's no limit to the number of admins you can have. Anyone can be removed as an admin at any time. However, one person must always be designated as the master admin.

What features can I turn on or off in Admin Settings?

Admin Settings lets you enable or disable a variety of BoosterHub features:

Admin

Show "Our Stats" club statistics on the dashboard for your members
Hide email addresses and phone numbers from other members (visible to admins only)

Communication

Disable chat for everyone
Disable only the All Members chat
Disable chat for specific tags

Files

Disable file upload ability for members

Accounting

Require that only admins can submit a check request

Store

Collect credit card fees from customers and donors
Collect ACH fees from customers and donors
Enable Booster Credits

Volunteer

Send a reminder when there are unfilled volunteer opportunities
Set how many open slots trigger the reminder
Set how many days before an event members can unvolunteer

Volunteer Alerts

Send a notification to admins when someone volunteers
Send a notification to admins when someone unvolunteers

Make your selections and click Save for the settings to take effect.

How do I enter my club officers?

In Admin Settings, add each officer's name and select their position, such as president, secretary, and treasurer.

BoosterHub Settings: Plans and Payments

What plans does BoosterHub offer?

BoosterHub offers ONE, Standard, and Pro accounts. Visit our pricing page at www.boosterhub.com for a complete comparison of all the plans.

How do I select and pay for my plan?

In BoosterHub Settings, select the plan that fits your club by clicking the box, then enter your payment information, check the box for renewals, and click Save.

How do I add a team to my account?

To add a team, select the Pro account. The option to add additional teams will appear at the bottom of the screen.

Where can I view my receipts?

You can view receipts for anything you've purchased in the system on the BoosterHub Settings screen.

When does USIO bill? I can't find my USIO receipt.

USIO typically bills for the previous month's charges in the next month. If you're looking for a USIO receipt, check the previous month.

How do I set up my USIO merchant accounts?

You must have a paid BoosterHub account to set up a USIO merchant account.

You'll establish two USIO merchant accounts:

One for your online and cashier store
A second for your fundraising and ticket account

The application for both is the same, but you'll need to complete it twice.

To apply, click the merchant account box in BoosterHub Settings. It will populate with the information from your Settings. Click Create, and you'll be taken to the USIO merchant account application. Complete every field on the form, then submit the click-to-agree form.

At least one individual from your club will need to enter the last four digits of their Social Security number. This is only for know-your-customer (KYC) banking requirements. It does not involve a personal credit check.

How do I purchase a credit card terminal?

You must have a merchant account established before you can purchase a credit card terminal.

In BoosterHub Settings, select the device you'd like, enter your shipping information, and choose whether to bill the account on file or add a different payment method. You can find a complete comparison of credit card devices in the Help Center.

User Settings

How do I update my personal settings?

Go to User Settings, or scroll to the bottom of the navigation and click View Profile. Here you can update your login information, your password, and your notification settings.

Every user has access to their own user settings. User settings are also available in the mobile app under Settings.

Notifications

What is the Notifications screen for?

The Notifications screen is where you can check the status of bulk processes in your account, including:

CSV imports
Bulk refund orders
Bulk tickets issued

Use the dropdown to select the process you'd like to review and confirm it has completed.

Club Contact Us

Where do messages from parents and members go?

Club Contact Us is where you'll find messages submitted to your club, such as questions from parents and members through your website's contact form.

Each message shows the date, the sender's name, a description, and a status of Pending or Replied. You can search and filter to find a specific message, and the screen makes it easy to see at a glance which inquiries still need a response.

Quick Reference: Common Questions

Do I need a street address? Yes. A street address is required to establish your USIO merchant account. Use your school's street address if your club doesn't have one. You can switch to a PO box after your merchant account is established.

Can I change my logo and colors later? Yes, both can be edited at any time in Club Settings.

How many admins can I have? Unlimited. One person must always be the master admin.

Do I need a paid plan for a merchant account? Yes. A paid BoosterHub account is required to set up a USIO merchant account.

How many merchant accounts do I need? Two. One for your online and cashier store, and one for your fundraising and ticket account. The application is the same but must be completed twice.

Is there a credit check for the merchant account application? No. The last four digits of one club member's Social Security number are required for know-your-customer banking rules only. There is no personal credit check.

Can I buy a credit card terminal before my merchant account is approved? No. A merchant account must be established first.

When does USIO bill? USIO typically bills for the previous month's charges in the next month. If you're looking for a USIO receipt, check the previous month.

Where are my organization documents stored? In Accounting Settings, and they're also available in your File Manager.

Still have questions? Ask Champ, your Virtual Volunteer, anytime in BoosterHub, or reach out to our support team.

Getting Started