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Getting Started

12
  • Report a bug
  • Getting Started Checklist
  • Account Settings: Organization Settings
  • Account Settings: Personalize the Dashboard
  • Account Settings: Back to School Guide
  • Website: Website Menus
  • Website: Website Menus – Mobile
  • Website: Web Pages
  • Members: User Roles
  • Members: Importing and Creating Contacts
  • Account Settings: Adding Administrators
  • Messenger: Lists

Account Settings

7
  • Account Settings: Organization Settings
  • Account Settings: Personalize the Dashboard
  • Account Settings: Back to School Guide
  • Account Settings: Update your account main contact
  • Account Settings: Adding Administrators
  • Report a bug
  • Account Settings: Updating Billing Email Address

Registration

7
  • Report a bug
  • Registration: What the registration process looks like to a member
  • Registration: Create a custom registration form
  • Registration: Build a custom Registration process
  • Registration: How to Close Registration
  • Registration: Customize Registration Page
  • Registration: Top 7 Ways to Improve Member Registration

Members

10
  • Report a bug
  • Members: How to Change a Username
  • Account Settings: Adding Administrators
  • Importance of a Clean Database
  • Members: Profile Tabs
  • Members: Profile Fields
  • Members: User Roles
  • Members: Importing and Creating Contacts
  • Members: Exporting Contacts
  • Members: How to Create Print Grade or Classroom Lists

Messenger

11
  • Report a bug
  • Messenger: Add User to an Email List
  • Messenger: How to forward successful subscribers
  • Messenger: Personalize your emails
  • Messenger: Importing Subscribers
  • Messenger: Creating Your First Email
  • Messenger: Understanding Messenger
  • Messenger: Subscription Forms
  • Messenger: Lists
  • Messenger: Why Are Emails Going to Spam?
  • Messenger: Remove User from an Email List

Sign Ups

12
  • Report a bug
  • Sign Ups: Getting Started
  • Sign Ups: Set plugin administrators
  • Sign Ups: Create system pages with a shortcode
  • Sign Ups: Display sign ups on Sign Ups Listing page
  • Sign Ups: Review system emails
  • Sign Ups: Customize the display scheme
  • Sign Ups: Create your first sign up
  • Sign Ups: Tasks/Slots
  • Sign Ups: Managing Volunteers
  • Sign Ups: Tips to Increase Volunteer Support and Retention
  • Sign Ups: Sign up not appearing on front-end

Project Notebooks

22
  • Report a bug
  • Project Notebooks: Understanding Project Notebooks
  • Project Notebooks: Getting Started
  • Project Notebooks: Set plugin administrators
  • Project Notebooks: Review system emails
  • Project Notebooks: Create system pages with a shortcode
  • Project Notebooks: Customize the display scheme
  • Project Notebooks: Create your first notebook
  • Project Notebooks: Display project on Project Listing page
  • Project Notebooks: Approve project administrator requests
  • Project Notebooks: Turn on project administrator requests
  • Project Notebooks: Create a kanban board
  • Project Notebooks: Create a project budget
  • Project Notebooks: Create meeting minutes
  • Project Notebooks: Create tasks
  • Project Notebooks: Display meeting minutes on the website
  • Project Notebooks: Publish a notebook
  • Project Notebooks: Delete a notebook
  • Project Notebooks: Archive a notebook
  • Project Notebooks: Duplicate a notebook
  • Project Notebooks: Edit a notebook
  • Project Notebooks: Hide or show notebook sections on front-end

Website

9
  • Report a bug
  • Website: Web Pages
  • Website: Placing Shortcode
  • Website: Website Menus
  • Website: Website Menus – Mobile
  • Website: What is a shortcode?
  • Website: Add a Google Calendar to Your Website
  • Understanding Cache – Why Can’t I See My Changes?
  • Troubleshooting: How to fix a 404 page error

News Articles

6
  • News Articles: Intro
  • News Articles: Posts module
  • News Articles: Posts Carousel module
  • News Articles: Posts Slider module
  • News Articles: Posts, Posts Carousel, and Posts Slider modules examples
  • Report a bug

Fundraisers

12
  • Report a bug
  • Fundraisers: Getting Started
  • Fundraisers: Create your first fundraiser
  • Fundraisers: Customize the display scheme
  • Fundraisers: Review system emails
  • Fundraisers: Set plugin administrators
  • Fundraisers: Display fundraisers on Fundraiser Listing page
  • Fundraisers: Create system pages with a shortcode
  • Fundraisers: Make a Test Payment
  • Fundraisers: Order Status
  • Fundraisers: How to reconcile orders with Stripe
  • Fundraisers: Exporting Orders

Troubleshooting

6
  • Messenger: Why Are Emails Going to Spam?
  • Sign Ups: Sign up not appearing on front-end
  • Troubleshooting: Admin getting “You do not have sufficient permissions” message
  • Troubleshooting: How to fix a 404 page error
  • Report a bug
  • Understanding Cache – Why Can’t I See My Changes?

Stripe

5
  • Stripe: Find my Client ID
  • How to connect your fundraiser to Stripe
  • Stripe: How to enable Connect on your account
  • Stripe: How to set deposit interval
  • Report a bug
  • Home
  • Knowledge Base
  • Getting Started
  • Website: Web Pages

Website: Web Pages

Creating a fully customized web page is very easy with PTOffice. Here’s how…

To create a new page…

  1. Login to your PTOffice website.
  2. Under the Site Content menu, choose the Web Pages menu item to view a list of the current pages on your site.
  3. Click the Add New button to create a new page.
  4. Add a page title.
  5. IMPORTANT! Click the Page Editor button to gain access to our easy drag and drop interface.
  6. Your page will now open and the widget box should be open. If it isn’t click the “+” button in the upper right hand corner of the page.
  7. Click the ROWS sub-page in the widget window to give your page overall structure (columns, etc.) or click the TEMPLATES sub-page in the widget to choose from existing template
  8. Once the structure of your page has been created, click the MODULES sub-page in the widget window to display all the various drag & drop modules you can add to your page.
  9. Click on a module and drag it into a column area onto your page. Once you release the module, the module’s properties box will appear and you can set various options for that module. Clicking on the wrench on an existing module will re-open this module properties box.
  10. Click the DONE button located in the upper right-hand corner of your page to Discard, Save Draft or Publish your page.

Good to know:

To test what the various modules can do, simply drag and drop and play around with all of them. When finished, simply click DONE and Discard your changes.

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Updated on April 10, 2023
Website: Website Menus – Mobile

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