1. Activate Licenses
  2. Add a Form as a Director
  3. Add a Group
  4. Add Admin Assistants
  5. Add an Inventory Checkout Form
  6. Add Assistant Directors and Staff
  7. Add Dynamic Fields
  8. Add Email Signature
  9. Add Financial Accounts
  10. Add Form Blocks
  11. Add Link to a Payment Provider
  12. Add Organization Logo
  13. Add Organizations to an Admin Portal
  14. Add Tax-Exempt Form
  15. Change Lead Director
  16. ClassLink Rostering Setup (IT Step)
  17. Complete the End of Year Process
  18. Create a New Admin Portal
  19. Create a New Organization
  20. Create and Assign Admin Financial Items
  21. Create and Publish Admin Forms
  22. Create and Use Checklists
  23. District IT Checklist
  24. Getting Started Guide — Admin
  25. Getting Started Guide — Director
  26. Getting Started Guide — Students and Parents
  27. I forgot my password. How can I sign in?
  28. Import Inventory Data
  29. Import Student Data
  30. Import Student Updates
  31. Inventory Audit as a Director
  32. Join as a Helper
  33. Join as a Student or Parent from the Welcome Email
  34. Join as a Student or Parent with an Organization Code
  35. Join as an Admin Assistant
  36. Join as an Assistant or Staff Member
  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 Barcodes for Inventory, Uniforms, and Library Items
  57. Using RosterSync
  58. Ver Presto Assistant en español
  59. Verify Your Email
  60. View Inactive Members
  61. Waive, Remove, or Delete Fees

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