How-To

Learn how to accomplish many tasks with PTOffice

Kyle R Wasson avatar Brent LaFoley avatar
55 articles in this collection
Written by Kyle R Wasson and Brent LaFoley
Contacts

How to lock and unlock member's login capability

Learn how to manually lock out or unlock login access for specific members
Kyle R Wasson avatar
Written by Kyle R Wasson
Updated over a week ago

How to add a contact to your database

Learn how to add contacts to your organization (parent, adult, student, child or faculty)
Brent LaFoley avatar
Written by Brent LaFoley
Updated over a week ago

How to edit contacts

Learn more on editing contacts and their various information
Kyle R Wasson avatar
Written by Kyle R Wasson
Updated over a week ago

How to create and manage a Board, Committee, Faculty and Staff or Group

Learn how to set up and manage Boards, Committees, Faculty and Staff or Groups and their members
Kyle R Wasson avatar
Written by Kyle R Wasson
Updated over a week ago

How to handle parents, teachers, faculty, and staff

Understanding the different roles each contact plays in PTOffice
Kyle R Wasson avatar
Written by Kyle R Wasson
Updated over a week ago

How to collect membership fees and add Paid members

Learn how to collect payments and mark contacts as PAID
Brent LaFoley avatar
Written by Brent LaFoley
Updated this week

Increase registrations and send registration reminders

Learn how to increase registration participation and to send registration reminders to your contacts
Kyle R Wasson avatar
Written by Kyle R Wasson
Updated this week

How to create custom contact fields

Learn how to add custom fields to your contact profiles
Kyle R Wasson avatar
Written by Kyle R Wasson
Updated over a week ago

Understanding and managing multi-household (and divorced) families

Learn how PTOffice handles multi-households and divorced family situations
Kyle R Wasson avatar
Written by Kyle R Wasson
Updated over a week ago

How to check for duplicate contacts

Learn how to quickly check for (and merge) duplicate contacts
Kyle R Wasson avatar
Written by Kyle R Wasson
Updated over a week ago

How to remove Alumni

Learn how to remove all alumni from your account
Kyle R Wasson avatar
Written by Kyle R Wasson
Updated over a week ago

How to export contacts

Learn how to export contacts and their data from PTOffice
Kyle R Wasson avatar
Written by Kyle R Wasson
Updated over a week ago

How to mass update your contact's city, state, zip or show/hide status

Learn how to easily select multiple contacts and edit their city, state, zip or profile hide/show status information in bulk
Kyle R Wasson avatar
Written by Kyle R Wasson
Updated over a week ago

How to opt-out of receiving emails

Learn how each contact can select to opt-out of group email distributions
Kyle R Wasson avatar
Written by Kyle R Wasson
Updated over a week ago

How to graduate students

Follow these easy steps to graduate your students at the end of the school year
Kyle R Wasson avatar
Written by Kyle R Wasson
Updated over a week ago
Sign Ups

How to send sign up invitations

Learn how to easily send invitations to your Sign Ups
Kyle R Wasson avatar
Written by Kyle R Wasson
Updated over a week ago

How to add or remove volunteers

Learn how to properly manage volunteers in PTOffice
Kyle R Wasson avatar
Written by Kyle R Wasson
Updated over a week ago

How to create a sign up

Understand how Sign Up pages work and how to begin with a new Sign Up page
Kyle R Wasson avatar
Written by Kyle R Wasson
Updated over a week ago

How To Customize Sign Up Pages

Quickly learn how to customize your sign up pages
Kyle R Wasson avatar
Written by Kyle R Wasson
Updated over a week ago

How to view untapped resources

Learn how to view all members who have NOT volunteered yet and how to begin the recruiting process for new volunteers
Kyle R Wasson avatar
Written by Kyle R Wasson
Updated over a week ago

How to download and view sign up reports

Find out how to download and export Sign Up reports
Kyle R Wasson avatar
Written by Kyle R Wasson
Updated over a week ago

How To Set Up 'Opt-Out' Volunteers

Learn about the 'Opt-Out' option and how to add volunteers to the Opt-Out list
Kyle R Wasson avatar
Written by Kyle R Wasson
Updated over a week ago

How to record and view anytime volunteers

Learn how to track and view "Anytime Volunteers" who have shown interest in volunteering
Kyle R Wasson avatar
Written by Kyle R Wasson
Updated over a week ago

How To Add Additional Fields in Sign Ups

Learn how to easily edit information fields within the Sign Up page
Kyle R Wasson avatar
Written by Kyle R Wasson
Updated over a week ago

How To make Public Sign Ups

Learn about the setup process for Public Sign Ups
Kyle R Wasson avatar
Written by Kyle R Wasson
Updated over a week ago

How to Send RSVPs

Learn how to easily send out RSVPs to your members for specific events
Kyle R Wasson avatar
Written by Kyle R Wasson
Updated over a week ago

How to Record Volunteer Hours in PTOffice

Easy Instructions to begin recording volunteer hours for each member
Kyle R Wasson avatar
Written by Kyle R Wasson
Updated over a week ago