Knowledge Base

Welcome to Dime! Let’s Get You Set Up 

We’re so glad you’re here! Whether you’re a non-profit, a business, or anything in between, setting up your Dime account is quick and easy—and I’ll walk you through it step by step. 

Here’s what to do first: 

1. Set Up Your Profile 

Click on your initials in the top right corner of the screen and update your profile. You can upload a logo or photo, double-check your name and email, and add a mobile number if you’d like. This helps keep your account info current and clean from the start. 

2. Customize Your Settings 

Head over to the Settings tab and work through these one at a time: 

• Design Settings: This is where you’ll personalize your page—add a logo, customize your URL, set refund/privacy policies (you can keep our default or use your own), and choose which info to collect on your payment form. 
  

• Bank Account: Add the account where you want your funds deposited. You’ll just need basic info like your routing and account numbers. 
  

• Email Sender: You can keep our default (noreply@dimepayments.com), or set up your own “from” address so your emails feel more personal. 
  

3. Add What You’re Accepting Payments or Donations For 

In Items, create the things people can pay for—like “Rent,” “General Donation,” “Event Registration,” or whatever fits your organization. You can choose if they’re tax deductible, set a default, and make them visible on the payment page. 

Want to keep things extra organized? You can also set up Campaigns for specific causes or events. Totally optional—but handy if you want to track giving by goal or season. 

4. (Optional) Link It All Up 

If you're embedding your form into a website or connecting Dime to other tools, use Code Snippets or Webhooks to make the magic happen.