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Getting Started

6
  • Account Settings: Organization Settings
  • Website: Web Pages
  • Website: Website Menus
  • Account Settings: Personalize the Dashboard
  • Website: Website Menus – Mobile
  • Getting Started Checklist

Account Settings

6
  • Account Settings: Organization Settings
  • Account Settings: Personalize the Dashboard
  • Account Settings: Update your account main contact
  • Account Settings: Adding Administrators
  • Account Settings: Updating Billing Email Address
  • Account Settings: Back to School Guide

Registration - Requires Shared plan or higher

6
  • Registration: Customize Registration Page
  • Registration: Top 7 Ways to Improve Member Registration
  • Registration: How to Close Registration
  • Registration: Create a custom registration form
  • Registration: What the registration process looks like to a member
  • Registration: Build a custom Registration process

Members - Requires Shared plan or higher

9
  • Members: User Roles
  • Members: Profile Tabs
  • Members: Profile Fields
  • Members: Exporting Contacts
  • Importance of a Clean Database
  • Members: How to Create Print Grade or Classroom Lists
  • Members: How to Change a Username
  • Members: Importing and Creating Contacts
  • Members: Graduating Families

Messenger - Requires Shared plan or higher

10
  • Messenger: Why Are Emails Going to Spam?
  • Messenger: Lists
  • Messenger: Subscription Forms
  • Messenger: Understanding Messenger
  • Messenger: Importing Subscribers
  • Messenger: Personalize your emails
  • Messenger: How to forward successful subscribers
  • Messenger: Remove User from an Email List
  • Messenger: Add User to an Email List
  • Messenger: Creating Your First Email

Sign Ups - Requires Shared plan or higher

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

Project Notebooks - Requires Shared plan or higher

21
  • Project Notebooks: Getting Started
  • Project Notebooks: Create your first notebook
  • 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: Display project on Project Listing page
  • Project Notebooks: Edit a notebook
  • Project Notebooks: Archive a notebook
  • Project Notebooks: Delete a notebook
  • Project Notebooks: Publish a notebook
  • Project Notebooks: Display meeting minutes on the website
  • Project Notebooks: Create tasks
  • Project Notebooks: Create meeting minutes
  • Project Notebooks: Create a project budget
  • Project Notebooks: Create a kanban board
  • Project Notebooks: Turn on project administrator requests
  • Project Notebooks: Approve project administrator requests
  • Project Notebooks: Hide or show notebook sections on front-end
  • Project Notebooks: Duplicate a notebook
  • Project Notebooks: Understanding Project Notebooks

Website

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

News Articles

5
  • 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

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
  • Understanding Cache – Why Can’t I See My Changes?
  • Report a bug
  • Troubleshooting: How to fix a 404 page error

Fundraisers

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

Stripe

6
  • Stripe: How to set deposit interval
  • Stripe: How to process a refund
  • Stripe: Find my Client ID
  • Stripe: How to enable Connect on your account
  • Stripe: How to connect your fundraiser to Stripe
  • Stripe: Find my API Keys
  • Home
  • Knowledge Base
  • Getting Started
  • Website: Website Menus – Mobile
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Website: Website Menus – Mobile

Mobile devices have special display properties, which is why there are specific mobile menu options with PTOffice! As such, you’ll want to setup mobile menus as desired. Here’s how…

  1. If you haven’t done so already, create a menu called “Mobile Menu”.
  2. Be sure the Mobile Menu is chosen in the dropdown menu and selected to be sure you’re editing this menu.
  3. Add menu items from the Add menu items section along the left hand side. You will find pages under Pages, posts under Posts, etc.
  4. Drag and drop the menu items to fit the order you’d like them to display. Simply click and hold on a menu item to drag it to a new order. You can also drag an item and align it to the right of another menu item to insert it as a sub-menu under the menu item above.
  5. Be sure to add sign in, sign up and log out components to your menu.
  6. Set the location for the menu for mobile by checking the mobile locations towards the bottom.
  7. Save your menu.

Note: You may want to create separate menus for when a user is logged in or out. Simply check the menu location for the corresponding menu at the bottom.

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Updated on January 9, 2024
Account Settings: Personalize the DashboardGetting Started Checklist

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