Support Articles

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  1. Activate Licenses
  2. Add a Group
  3. Add Admin Assistants
  4. Add Assistant Directors and Staff
  5. Add Tax-Exempt Form
  6. Add Dynamic Fields
  7. Add Email Signature
  8. Add Financial Accounts
  9. Add a Form as a Director
  10. Add Form Blocks
  11. Add an Inventory Checkout Form
  12. Add Link to a Payment Provider
  13. Add Organization Logo
  14. Add Organizations to an Admin Portal
  15. Create and Assign Admin Financial Items
  16. Assign Fees Based on Form Responses
  17. Change Lead Director
  18. Complete the End of Year Process
  19. Create a New Admin Portal
  20. Create a New Organization
  21. Create and Publish Admin Forms
  22. Create and Use Checklists
  23. District IT Checklist
  24. I forgot my password. How can I sign in?
  25. Getting Started Guide — Admin
  26. Getting Started Guide — Director
  27. Getting Started Guide — Students and Parents
  28. Import Inventory Data
  29. Import Student Data
  30. Import Student Updates
  31. Inventory Audit as a Director
  32. ClassLink Rostering Setup (IT Step)
  33. Join as a Helper
  34. Join as an Admin Assistant
  35. Join as an Assistant or Staff Member
  36. Join as a Student or Parent from the Welcome Email
  37. Join as a Student or Parent with an Organization Code
  38. Make Online Payments
  39. Manage ClassLink Single Sign-On
  40. Manage Directors in Your Admin Portal
  41. Manage Helpers
  42. Manage RosterSync by Campus
  43. Manage User Permissions
  44. Purchase a Presto License via Estimate and Invoice
  45. Remove a Member
  46. Rename Fee to Pledge
  47. Send Welcome Emails to Students and Parents
  48. Set Up Automatic Rostering
  49. Set Up Online Payments
  50. Sign in with ClassLink
  51. Students Under 13 and Parental Authorization
  52. Switch a Director to a Parent
  53. Transfer Student and Parent Data
  54. Unblock Email Addresses
  55. Update Information for Myself or Family Members
  56. Upgrade from Trial to a Paid License
  57. Using RosterSync
  58. Using Barcodes for Inventory, Uniforms, and Library Items
  59. Verify Your Email
  60. View Inactive Members

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