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RunPTO Onboarding Guide

Whether you’re brand new to RunPTO or a longtime user, getting started is easier than ever. You can start with the onboarding video below. In this video, we’ll walk you through a brief explanation on each module.

In this guide, we’ll walk you through the following steps:

  • Step 1: Initial Setup
  • Step 2: Organization Structure
  • Step 3: Create Security Roles/Users
  • Step 4: Calendar
  • Step 5: Website Builder
  • Step 6: Document Storage
  • Step 7: Membership
  • Step 8: Finance Manager
  • Step 9: Student Directory
  • Step 10: Volunteer Management
  • Step 11: Signup Forms
  • Step 12: Workflow Forms
  • Step 13: Online Store
  • Step 14: URL Links & QR Code
  • Step 15: Email Blast

In the below steps, we’ve put together detailed videos, presentations and other resources for using RunPTO for your team—so let’s dive right in.

  • Check out the Security Roles/Users video.
  • Decide who will be assigned to what task in RunPTO and accordingly create the Security Roles if needed. There will be default security roles created when you sign up.
  • Now that you have a list of your Board/Chairperson list and Committee list, decide on who will be charge of which module and accordingly create the Users and assign the Security Roles to them.
  • Check out the Volunteer Signup video.
  • Check out the Volunteer Signup Checklist.
  • There are 2 ways Volunteer Signup Form can be presented on the screen. You have the option of showing all the committees or only committees where volunteers are needed. If you select ‘Show Available Committees’ then you will need to go on the Committees and enter the number of volunteers required.
  • Read more on Volunteer Signup Forms.
  • Volunteer Management Presentation
  • There are many events that are hosted by the PTO, PTA and Booster Clubs.
  • Read here on how to create signup forms for the various events for your organization.
  • Signup Forms Presentation
  • If you are a Parent Teacher Organization, you likely have some sort of PTO/PTA expense form reimbursement process in place. If that process involves strings of emails or (even less efficient) paper forms with attached receipts, there’s a better way!
  • Check out the Expense Reimbursement Form Workflow process.
  • And for volunteers that are collecting cash at events, there is the Deposit Form Workflow process
  • URL Links are great when you want to send those links via email or embed it on the website. Clicking on the URL links takes you directly to the specific application.
  • QR Codes are great when parents can just scan a code on a paper on a desk or a wall and it takes then directly to the Signup App.
  • Check out the Email Blast video.
  • Send emails to specific groups, like Members, Chairs, Volunteers, Committees.

Questions on anything in this guide? Don’t hesitate to contact our Support team at support@runpto,com for priority support.

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