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⚙️Auction Settings

Go to Software SettingsAuction Settings

⚙️General Event Details

Here’s what you’ll configure:

  • Time Zone
    Choose your local time zone. This ensures your bidding start and close times appear correctly on the bidding site.

    💡 Tip: Make sure your auction staff and attendees are in the same time zone to avoid confusion.

  • Max Bidding
    Toggle this on to allow bidders to place a maximum bid on silent auction items.

  • Event Start Date & Time
    Set the exact time you'd like bidding to automatically begin. All active items will open for bidding at this time.


🙋‍♂️ Bidder Settings

Navigate to Software SettingsBidder Settings

In this section, you can customize how users register to bid:

  • Show or hide the Register Now button

  • Enable Text to Register

  • Allow Mobile Check-In

  • Require address and/or credit card at registration

  • Set a starting bidder number

  • Customize the Welcome Email sent after registration
    ⚠️ Note: Shortcodes cannot be used in the welcome email.

💡 Tip: Keep the welcome email short, friendly, and informative—include event access instructions!


🧑‍💻 Butler Settings

Go to Software SettingsButler Settings

  • Butler Login Details
    Volunteers can log into the Butler at https://cbo.io/butler using their assigned email and password.
    🔐 They will only have access to check-in/out functionality.

  • Custom Welcome Text
    Create a personalized text message sent when a bidder registers or checks in.
    ✅ You can use shortcodes—[u] adds the bidder's unique bidding URL.

💡 Tip: Include a warm greeting and a clickable bidding link in this message.


💳 Payment Settings

Access via Software SettingsPayment

Configure how you’ll collect payments:

  • Payment Method
    Select BidKit Payments to enable ClickBid’s credit card processor and set up your Merchant Account.

  • Other Payment Type Text
    Customize this field to describe alternate payment options (e.g., “School Account,” “Pay Later”).

  • Sales Tax
    Enter a whole number tax rate (e.g., 6 for 6%).
    ⚠️ Don’t forget to enable sales tax at the item level too.

  • Tax Calculation
    Choose to calculate tax on either:

    • Full purchase price

    • Fair Market Value (FMV)
      🧾 Info: Consult a tax professional to determine which method suits your organization.

  • Capture CC Fees
    Enter a percentage (e.g., 3.63%) to pass credit card processing fees to bidders.

  • CC Fees Description
    Customize the text bidders see about these fees (default: “This helps cover our credit card fees”).

  • Allow Guests to Opt Out of CC Fees?

    • Yes: Guests can choose whether to cover fees

    • No: Guests will automatically be charged the fees


💬 Payment Notifications

  • Silent Auction Winning Text Messages
    Automatically send winners a payment text with the shortcode [p] for the payment link.

  • Guests can checkout from phone?
    Turn ON to allow self-checkout on any device.

  • Show Double the Donation at bidder checkout?
    Enable this if you use Double the Donation so guests can check if their employer offers donation matching.


❤️ Donation Opportunities at Checkout

  • Bidder Checkout Donation Item
    Prompt guests to donate during checkout if they haven’t already. Select the item these donations will support.

  • Butler Bidder Checkout Donation Item
    Enable volunteers to ask bidders about donating when they check out via the Butler.
    💡 Tip: If you select multiple donation items, volunteers can let guests choose their preferred fund.

  • Charge CC at Time Quantity Bid is Placed?
    Turn this ON to automatically charge for quantity items (like raffle tickets) if a card is on file.
    ⚠️ Warning: Avoid enabling this if you aren’t requiring credit cards at registration.


💲 FMV (Fair Market Value) Settings

Navigate to Software SettingsFMV Settings

Control how Fair Market Value is displayed:

  • Show FMV in Preview?
    Toggle ON/OFF for the landing page preview and item share links.

  • Show FMV on Browse Page?
    Controls FMV visibility on the bidding site.

  • Show FMV on Receipts?
    Decide whether FMV is shown on bidder receipts.

💡 Tip: Hiding FMV can encourage higher bidding, but showing it may be important for tax-deductible receipts.


✍️ Custom Content

Access via Software SettingsCustom Content

  • Statement Footer
    Appears at the bottom of all bidder receipts. Ideal for:

    • Thank you notes

    • Tax ID info

    • Contact details

  • Terms
    Displayed to bidders before they start bidding. Use this section to outline:

    • Terms and conditions

    • Shipping/pickup policies

    • All sales final disclaimers

    • Age restrictions


🎯 Goals

Go to Software SettingsGoals

Set internal fundraising goals for reference and reporting:

  • Silent Auction Goal

  • Live Auction Goal

📊 Info: These are not visible to bidders but appear in your In Event Dashboard and reports.