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

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