Knowledge Base

Getting Started

• Signup and Activation
• Login
• New User Registration
• Trial and Subscription
• RunPTO Support
• RunPTO Onboarding

Administration

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

Organization Structure

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

Directory

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

Volunteer Signups

• Volunteer Signups
• Volunteer Log

Membership Management

• Introduction
• Membership Setup
• Membership Signup
• Membership E-Card
• Membership Directory

Finance Manager

• Introduction
• Chart of Accounts
• Budget
• Deposit Transactions
• Withdrawal Transactions
• Transfer Transactions
• Bank Reconcilation
• Bank Register
• Transaction List
• Income Statement
• 990EZ Report
• Dashboard
• Financial Year Settings
• Check Printing
• Finance Manager Video

Calendar Management

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

Document Management

• Introduction
• Store and Share Newsletters
• Store and Share Meeting Minutes
• Store and share Forms and Documents
• Document Management Video

Website Builder

• Create your Custom Website

Event Management

• Create Event Signup Form

QR Codes

• Print QR Codes

PTO Communications

• Send Email for various tasks
• Email Blast Video

Workflow Forms

• Deposit Forms
• Expense Forms