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. Change Head Director
  16. Complete the End of Year Process
  17. Create a New Admin Portal
  18. Create a New Organization
  19. District IT Checklist
  20. I forgot my password. How can I sign in?
  21. Getting Started Guide — Admin
  22. Getting Started Guide — Director
  23. Getting Started Guide — Students and Parents
  24. Import Inventory Data
  25. Import Student Data
  26. Import Student Data From ClassLink
  27. Import Student Updates
  28. Inventory Audit as a Director
  29. ClassLink Rostering Setup (IT Step)
  30. Join as a Helper
  31. Join as an Admin Assistant
  32. Join as an Assistant or Staff Member
  33. Join as a Student or Parent from the Welcome Email
  34. Join as a Student or Parent with an Organization Code
  35. Make Online Payments
  36. Manage ClassLink Rostering
  37. Manage ClassLink Single Sign-On
  38. Manage Directors in Your Admin Portal
  39. Manage Helpers
  40. Manage User Permissions
  41. Purchase a Presto License via Estimate and Invoice
  42. Remove a Member
  43. Rename Fee to Pledge
  44. Send Welcome Emails to Students and Parents
  45. Set Up Online Payments
  46. Sign in with ClassLink
  47. Switch a Director to a Parent
  48. Transfer Student and Parent Data
  49. Update Information for Myself or Family Members
  50. Upgrade from Trial to a Paid License
  51. Using Barcodes for Inventory, Uniforms, and Library Items
  52. Verify Your Email
  53. View Inactive Members
  54. Ver Presto Assistant en español
  55. Waive, Remove, or Delete Fees

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