Getting Started

Learn how to setup a new PTOffice account and optimize your organization's processes

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11 articles in this collection
Written by Kyle R Wasson and Brent LaFoley

Checklist for Back to School Night

Here’s a handy checklist to make sure you’re ready for your Back to School Night!
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Written by Kyle R Wasson
Updated over a week ago

"Should I Close Registrations or Keep Them Open?"

Avoid people adding themselves to the wrong grade by closing registrations at the end of a school year.
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Written by Kyle R Wasson
Updated over a week ago

Getting Started Checklist

Follow this easy Checklist to help start your journey with PTOffice
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Written by Brent LaFoley
Updated over a week ago

Organization settings

Learn how to confirm your organization settings
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Written by Brent LaFoley
Updated over a week ago

Connecting online payment processors

Learn how to collect online payments by connecting to your PayPal, Stripe, or WePay processing accounts
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Written by Kyle R Wasson
Updated over a week ago

Set up parent registration and account security

Learn how to set up the parent registration process and to protect your account from non-organization random registrations
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Written by Kyle R Wasson
Updated over a week ago

Set up membership dues and fees (optional)

Learn how to set up and collect membership dues and fees
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Written by Kyle R Wasson
Updated over a week ago

Importing Contacts

Learn how to import contacts into PTOffice
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Written by Brent LaFoley
Updated over a week ago

How to set up and manage Administrators and Organizers

Learn how to add, edit and manage administrators and organizers
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Written by Kyle R Wasson
Updated over a week ago

Creating and managing Classrooms

Learn how to manage and organize all your students into Classrooms
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Written by Kyle R Wasson
Updated over a week ago

Create your organization's website

Learn how to begin building your own website
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Written by Brent LaFoley
Updated over a week ago