Details#

Under the Details tab, add your organization’s contact info

• Note: The email address you use here is your primary email and will be blind copied on all emails sent from REACH to your supporters. We recommend using a general email address for this purpose.
• Set your plan level.
• Note: You can change this plan level at any time without disruption to your account.
• Click on Save Changes

Billing#

Under the Billing tab, you can review any pending charges, view and print your invoices, and update your credit card information.

• A valid credit or debit card is required for account billing. Payments cannot be made directly from a checking or bank account.
• Invoices can be sorted by invoice date or displayed in descending order. Your card on file will be automatically charged by REACH for your monthly plan fees and any transaction fees you incur.
• If you’ve added or updated your payment information, click Update Payment Details to save the changes.
• If you need to update your organization’s name, you can do so under Account Settings. Once saved, the new name will appear in the footer of your REACH portal pages and anywhere else the account name is used. If you also need to change your domain name, please contact us directly.

Under the Referral tab, you’ll find your unique Referral Link for our Referral Program. When you refer an organization to REACH and they join, both you and the referred organization will receive a $99 credit to your REACH account.

Close Account#

You can close your REACH account under the Close Account tab.

• Please note that you must export and download all of your data and have completed your PCI transfer (when applicable) before closing your account.
• Your data cannot be restored after you close your account.