Members - Requires Shared plan or higher | PTOffice

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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

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

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

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

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Knowledge Base
Members - Requires Shared plan or higher

Members - Requires Shared plan or higher

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