PTBoard video tutorials

Fifteen short videos, about four to five minutes each. Choose a topic to open the player.

Set up your school and get everyone on board.

PTBoard overviewA quick tour of everything PTBoard does. Good to share with other schools.4:01

Getting users enrolledThree ways families join your school: email invitation, school code, or spreadsheet upload.4:15

Assigning user rolesChange roles and give admins permission for just the areas they manage.4:54

Classes and groupsCreate classrooms and clubs, add members, and set a teacher and room parent.4:46

Reach families and fill your volunteer spots.

AnnouncementsWrite, test, schedule and publish an announcement, then check who opened it.4:14

CalendarAdd events, attach files, link a signup, and sync with Google Calendar or iCal.4:10

Volunteer signupsBuild a signup sheet with time slots, publish it, and manage your volunteers.5:05

Sell, collect, survey and reimburse.

Forms and paymentsCreate a sales form, take online or check payments, and track every order.5:05

Using the waitlistLimit seats, let families join a waiting list, and notify them when a spot opens.4:32

Board elections with hidden resultsRun a PTA election where voters stay anonymous and only admins see results.4:19

Reimbursements and expensesCollect reimbursement requests with receipts and review them as treasurer.4:14

Collecting photos for the yearbookLet parents and teachers upload photos, then view them from the report.4:40

Memberships, cards and state dues.

The membership formSet membership types and prices, and see how families join and pay.5:07

PTA membership cardsHow cards are set up, issued with each paid membership, and downloaded.3:42

PTA batches and state duesReport new members, pay state dues as a batch, and download the CSV files.5:13