Skip to content
PTOffice
  • Products
    • Websites
    • Project Notebooks
    • Memberships
    • Emailing and Newsletters
    • Calendars
    • Forms
    • Fundraisers (coming soon)
    • Volunteer Sign Ups (coming soon)
  • |
  • Support
    • Knowledge Base
    • Contact Us
    • White Glove Support
    • Legacy Knowledge Base
  • |
  • Pricing
  • |
  • Legacy Login
Getting Started

Getting Started

9
  • Website: Website Menus
  • Website: Web Pages
  • Members: Groups
  • Members: Online Membership Directory
  • Members: User Roles
  • Members: Importing and Creating Contacts
  • Messenger: Lists
  • Account Settings: Organization Settings
  • Getting Started Checklist
Account Settings

Account Settings

4
  • Account Settings: Update your account main contact
  • Account Settings: Back to School Guide
  • Account Settings: Personalize the Dashboard
  • Account Settings: Organization Settings
Registration

Registration

3
  • Registration: How to Close Registration
  • Registration: Customize Registration Page
  • Registration: Top 7 Ways to Improve Member Registration
Members

Members

7
  • Members: Profile Tabs
  • Members: Profile Field Types
  • Members: Profile Fields
  • Members: Groups
  • Members: Online Membership Directory
  • Members: User Roles
  • Members: Importing and Creating Contacts
Messenger

Messenger

7
  • 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?
Sign Ups

Sign Ups

10
  • Sign Ups: Tips to Increase Volunteer Support and Retention
  • Sign Ups: Sign up not appearing on front-end
  • Sign Ups: Tasks/Slots
  • Sign Ups: Create your first sign up
  • Sign Ups: Customize the display scheme
  • Sign Ups: Review system emails
  • Sign Ups: Display sign ups on Sign Ups Listing page
  • Sign Ups: Create system pages with a shortcode
  • Sign Ups: Getting Started
  • Sign Ups: Set plugin administrators
Project Notebooks

Project Notebooks

21
  • Project Notebooks: Understanding Project Notebooks
  • 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
  • Project Notebooks: Display project on Project Listing page
  • Project Notebooks: Create your first notebook
  • Project Notebooks: Customize the display scheme
  • Project Notebooks: Create system pages with a shortcode
  • Project Notebooks: Review system emails
  • Project Notebooks: Set plugin administrators
  • Project Notebooks: Getting Started
Website

Website

5
  • Website: Placing Shortcode
  • Website: Website Menus
  • Website: Web Pages
  • Members: Online Membership Directory
  • Website: What is a shortcode?
News Articles

News Articles

5
  • News Articles: Posts, Posts Carousel, and Posts Slider modules examples
  • News Articles: Posts Slider module
  • News Articles: Posts Carousel module
  • News Articles: Posts module
  • News Articles: Intro
Troubleshooting

Troubleshooting

2
  • Sign Ups: Sign up not appearing on front-end
  • Messenger: Why Are Emails Going to Spam?
  • Home
  • Knowledge Base
  • Getting Started

Getting Started

  • Website: Website Menus
  • Website: Web Pages
  • Members: Groups
  • Members: Online Membership Directory
  • Members: User Roles
  • Members: Importing and Creating Contacts
  • Messenger: Lists
  • Account Settings: Organization Settings
  • Getting Started Checklist
We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.AcceptPrivacy Policy