Getting Started

• Signup and Activation
• Login and Adding App to IPhone
• New User Registration
• Trial and Subscription
• RunPTO Support
• RunPTO Onboarding Guide

Administration

• Initial Setup
• Create Users
• Create Security Roles
• Security Roles/Users Video
• Yearly Transition

Organization Structure

• Organization Setup Video
• Introduction
• Board/Chairs List
• Setting up Committees

Onboarding

• RunPTO Onboarding Guide
• Accounting Checklist
• Student Directory Checklist
• Membership Checklist
• Volunteer Signup Checklist

Directory

• Student Directory Video
• Student Directory
• New Student Directory Registration
• Current Student Changes
• Student Directory on Website/Mobile
• Teachers/Staff List
• Importing Student Data

Volunteer Signups

• Volunteer Signup Video
• Volunteer Signups
• Volunteer Log

Membership Management

• Membership Video
• Introduction
• Membership Setup
• Membership Signup
• QR Coded Membership Card
• Membership Directory

Finance Manager

• Finance Manager Video
• Introduction
• Chart of Accounts
• Budget
• Deposit Transactions
• Withdrawal Transactions
• Transfer Transactions
• Bank Reconciliation
• Bank Register
• Transaction List
• Income Statement
• Balance Sheet
• Teacher Statement
• Vendors
• Tags
• 990EZ Report
• Dashboard
• Check Printing
• Financial Year Settings
• Frequently Asked Finance Questions
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Calendar Management

• Calendar Management Video
• Add events to your Calendar
• Distribute the Calendar Report

Document Management

• Introduction
• Store and Share Newsletters
• Store and Share Meeting Minutes
• Forms, Bylaws, Committee Docs, Membership Docs
• Document Management Video
• Financial Docs

Website Builder

• Website Builder Video
• Create Website with Clearwater Template
• Create Website with Neptune template

Workflow Forms

• Submit Deposit Forms Online
• Submit Expense Forms Online
• Deposit Forms
• Expense Forms

Signup Form

• Create Signup Form
• Creating a Donation Fundraiser Form

Online Store

• Create your own Online Store
• Frequently Asked Questions about Online Store
• Online Store Video

Email Blast

• Send Email for various tasks
• Email Blast Video

URL Links

• URL Links

QR Codes

• Print QR Codes

Stripe Connect Accounts

• Creating your Stripe Connect Account

Data Import

• Import Board/Chairs Data
• Import Calendar Data
• Import Teachers Data
• Import Student Data
• Import Transactions
• Import Bank Transactions