RunPTO provides easy onboarding for PTO or PTA Board Members, Treasurers, Membership Administrators, Student Directory Administrators, Event Administrators and all other volunteers with a comprehensive KnowledgeBase, Feature Descriptions, Sway Presentations, Video Presentations, Demo Account, Blogs, Help Desk Support Tickets etc
RunPTO Video Presentation
Blog: PTA Software
Click on Microsoft Sway/Video Presentations below to see how easy it is for anyone to get started on any of the RunPTO modules within minutes.
Initial Setup
Initial Setup – Sway Presentation
Initial Setup: Knowledgebase
Organization Structure
Click on the below video presentation to know more about setting up your PTA or PTO organization structure consisting of Board Members, Chairpersons and Committees. Assign chairpersons and volunteers to committees. Setup how many volunteers you need for your PTO or PTA committees. Attach Committees to Accounts in Finance Manager so you can get a accurate financial picture of your committee. Email Groups like Board Members, Chairpersons, Committees are automatically setup for you to send group emails.
Security Roles/Users
Click on the below video presentation to see how to create security roles and set the access levels on individual modules. You will also learn on how to create users and assign security roles to Users or set them as Administrators. You will see how a User Portal looks like.
Read More: User Security Feature Description
Read More: Create Users Knowledgebase
Read More: Create Security Roles Knowledgbase
Membership
Membership – Sway Presentation
Read More: Member Management Feature Description
Read More: How To Set Up Your PTO or PTA Membership Online quickly with RunPTO?
Read More: Membership Knowledgebase
Accounting/Finance Manager
Finance Manager – Sway Presentation
Read More: PTA Accounting Software: 12 Reasons Why RunPTO Is THE Choice For A PTO or PTA Treasurer
Read More: Accounting/Finance Manager Feature Description
Read More: Finance Manager Knowledgebase
Student Directory
Student Directory – Sway Presentation
Student Directory Video Presentation
Read More: Student Directory Feature Description
Read More: Student Directory Knowledgebase
Volunteer Management
Volunteer Management – Sway Presentation
Volunteer Management Video Presentation
Read More: Volunteer Signup Feature Description
Event Management
Event Signup – Sway Presentation
Read More: Signup Forms: How to Create Beautiful Forms for your PTA or PTO?
Read More: Event Management Feature Description
Calendar Management
Calendar Management Video Presentation
Read More : Calendar Management Feature Description
Email Blast
Email Blast Video Presentation
Document Storage/Management
Document Storage – Sway Presentation
Document Management Video Presentation
Read More: Document Management Feature Description
Read More: Document Management Knowledgebase
Website Builder
Website Builder – Sway Presentation
Website Builder Video Presentation
Read More: PTO Website Builder: How To Build A Feature Rich PTA or PTO Website in Minutes
Read More: Website Builder Feature Description
Read More: Website Builder Knowledgebase
Workflow Forms
WorkFlow Forms Feature Description
Expense Workflow Video Presentation
Read More: PTO or PTA Expense Form Reimbursement Process in 5 Simple Steps
Deposit Form Workflow Video Presentation
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Online Store
Read More: Online Store Feature Description
QR Codes
Read More: QR Codes Feature Description
Read More: QR Codes Knowledgebase