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. Change Lead Director
  17. Complete the End of Year Process
  18. Create a New Admin Portal
  19. Create a New Organization
  20. Create and Publish Admin Forms
  21. District IT Checklist
  22. I forgot my password. How can I sign in?
  23. Getting Started Guide — Admin
  24. Getting Started Guide — Director
  25. Getting Started Guide — Students and Parents
  26. Import Inventory Data
  27. Import Student Data
  28. Import Student Updates
  29. Inventory Audit as a Director
  30. ClassLink Rostering Setup (IT Step)
  31. Join as a Helper
  32. Join as an Admin Assistant
  33. Join as an Assistant or Staff Member
  34. Join as a Student or Parent from the Welcome Email
  35. Join as a Student or Parent with an Organization Code
  36. Make Online Payments
  37. Manage ClassLink Single Sign-On
  38. Manage Directors in Your Admin Portal
  39. Manage Helpers
  40. Manage RosterSync by Campus
  41. Manage User Permissions
  42. Purchase a Presto License via Estimate and Invoice
  43. Remove a Member
  44. Rename Fee to Pledge
  45. Send Welcome Emails to Students and Parents
  46. Set Up Automatic Rostering
  47. Set Up Online Payments
  48. Sign in with ClassLink
  49. Students Under 13 and Parental Authorization
  50. Switch a Director to a Parent
  51. Transfer Student and Parent Data
  52. Unblock Email Addresses
  53. Update Information for Myself or Family Members
  54. Upgrade from Trial to a Paid License
  55. Using RosterSync
  56. Using Barcodes for Inventory, Uniforms, and Library Items
  57. Verify Your Email
  58. View Inactive Members
  59. Ver Presto Assistant en español
  60. Waive, Remove, or Delete Fees

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