PTOffice 2025 Update
We’re excited to announce some big updates to our platform for the 2025-2026 school year. Below you will find some additional details on the updates we’re making, but we also wanted to share with you what to expect during the update process. Here’s what you can expect…
- The new membership module comes with a new theme which, in turn, comes with a new site header. We’ll setup your site to match your old site as best as possible, but some slight changes may occur.
- The tools used to manage your site format will change to what, we believe, is an even easier theme manager (how you change system colors, header look, etc.).
- Some images used in past fundraisers / stores may need to be reuploaded to make sure they best fit the area designated for these images.
- A review of your registration process should take place to make sure it matches exactly what you’d like. This new update will include many additional controls over this process to make it even easier for you to gather members.
PTOffice 2025 is full of new features and powerful tools!
Improve insights into your membership with a total revamp of our membership management! Easily bulk update, search for, and manage key information to keep your parents in the loop and engaged throughout the year! Track memberships paid and unpaid while driving new members with ‘Members Only’ web page options!
Membership goodies…
- Require membership purchase to register
- Require membership purchase to login
- Easily pull reports of paid members vs. non-paid members
- Mass editing of members from a simple Member Dashboard
- Easily send an email to members based on the search criteria
- Sync users with email lists based on profile field information entered
- Customize your login and registration pages and fields
- Limit online directory viewing by user roles
- Auto-assign new user’s a specific role
- Customize your new user emails
- Allow members to ‘link’ themselves to other members
Track memberships (paid and unpaid) while driving new members with ‘Members Only’ web page options! Improved store and fundraiser pages to make checking out and making payments a snap to drastically increase your fundraising!* Tag customer profiles to make searching for them a piece of cake when needed! Wish the setup was more user friendly? We have a completely revamped setup process coming!*
Fundraiser goodies…
- Tag buyers with custom tags for easy reporting
- Set expiration dates or length of time on memberships
- Sync users to an email list based on item purchase
- Limit web page viewing based on membership purchased
Next steps…
We don’t want to intrude on your current school year with a sudden upgrade, so we’ve setup a little form to help you pick a time that best works for your organization. Just click the button below and we can set your upgrade date for when it works best for you!