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Getting Started
Signup and Activation
Login
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
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
Online Store
Create your own Online Store
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