Welcome to the ThirdSectorBee Help Centre. The documentation is organised by what you are trying to do — learn, get something done, look something up, or understand how things work.

Tutorials

New to ThirdSectorBee? Start here for guided, end-to-end walkthroughs that take you from zero to a working result.

Start learning →

Concepts

Background reading on how the platform is structured, the data model, Gift Aid, permissions, and other ideas that make the rest of the docs make sense.

Understand the platform →

How-to guides

Task-focused recipes for getting specific things done — invite a team member, run an import, submit a Gift Aid claim, build a segment, and more.

Browse how-tos →

Reference

Look up fields, statuses, operators, permissions, and other factual details.

Open reference →

Browse by feature

• Relationships (CRM) — contacts, organisations, resources, consent and connections
• Fundraising and giving — giving totals, activities, fundraising pages, restricted and tribute funds
• Fundraising pipeline — prospects and next actions
• Events — plan and manage events
• Memberships — types, members, renewals and reporting
• Programmes and Impact — services, funding needs, outcomes and reports
• Case Management — beneficiary support and interactions
• Tasks — assign, follow and complete work
• Engage — public forms and submissions
• Worker Bees — automation setup and run history
• Importing data — CSV, bank statements and Donorfy migration
• Gift Aid — declarations, claim preparation and response tracking
• Integrations — Ticket Tailor, JustGiving, Dotdigital, Mailchimp and Stripe
• Account and settings — profile, team, permissions, security and billing
• API Reference — credentials and module endpoint contracts

This help centre is structured following the Diátaxis documentation framework.