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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: Website Menus

Website: Website Menus

PTOffice makes it easy to manage your Website’s Menus. You can edit the menu item name, its display order and also manage its sub-menus.

There are five default menus setup in your PTOffice site:

Primary Menu – Logged In – This menu appears along the top of your site (Header Menu location) when a user is logged in.

Primary Menu – Logged Out – This menu appears along the top of your site (Header Menu location) when a user is logged out.

Mobile Menu – Logged In – This menu appears under a hamburger menu when your site is viewed on a mobile device when a user is logged in.

Mobile Menu – Logged Out – This menu appears under a hamburger menu when your site is viewed on a mobile device when a user is logged out.

Side Panel Menu – This menu appears along the left hand side of your site and be collapsed or extended as desired Buddy Panel location). This menu typically display member specific information.

Profile Menu – This menu appears when a user clicks on the name/profile image.

Footer Menu – This menu appears along the bottom of the website.

 

Managing the Menus

To edit the menus, perform the following…

  1. Log in to your PTOffice website.
  2. Under Site Appearance, choose the Menus menu item.
  3. Select a Menu from the dropdown menu and click the Select button to show its contents below.
  4. Add menu items from the Add menu items section along the left hand side. You will find pages under Pages, posts under Posts, etc.
  5. 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.
  6. Be sure to Select the menu location and Save Menu to save your edits.

Note: To remove a menu item:

  1. When in the menu area, click on the menu items expand arrow (right hand side of menu item) to show additional information about the menu item.
  2. Click the Delete option to remove the menu item.
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Updated on August 18, 2023
Account Settings: Back to School GuideWebsite: Website Menus – Mobile

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