How to Redirect Your Existing Domain to Your PTBoard Site

If you already have a domain name for your website, you can redirect the traffic to your PTBoard web address.

If your domain name is registered in GoDaddy, please use the instructions below to do that:

If your domain name is not registered in GoDaddy and you don't know how to set the redirection, you can replace your existing page with the HTML code that is listed below:

PTBoard's Referral Program

Refer another school or organization to PTBoard, and your organization could earn a FREE 1-year PTBoard subscription!

Whether you're inviting another PTO, PTA, booster club, school foundation, or other school organization to join PTBoard, our Referral Program makes it easy to earn a referral credit once the referral requirements have been met.

📋 Quick Summary

Your organization will receive a referral credit when:

✅ The organization you refer creates a PTBoard site at ptboard.com.

✅ During setup, they enter your organization's name on the School Setup page.

✅ The organization you referred is actively using PTBoard, which means they:

• Use at least two PTBoard features, and

• Have at least 25 users on their School Parent List under Manage Users.

✅ Referral credits are reviewed during the annual subscription renewal process in June or July.

What Does "Actively Using PTBoard" Mean?

Throughout the Referral Program, you'll see the phrase "actively using PTBoard."

For the purposes of the Referral Program, actively using PTBoard means that the organization you referred has:

• Used at least two PTBoard features, and

• Added at least 25 users to their School Parent List under Manage Users.

These requirements must be met before a referral credit can be awarded.

✅ Referral Checklist

Use this checklist to make sure your referral qualifies.

☐ The new school or organization signs up for a PTBoard site at ptboard.com.

☐ During setup, they enter your organization's name on the School Setup page.

☐ The organization you referred is actively using PTBoard by:

• Using at least two PTBoard features, and

• Having at least 25 users on their School Parent List under Manage Users.

☐ Referral credits are reviewed during the annual subscription renewal process in June or July.

Once all of these requirements have been met, your organization will receive a referral credit.

What Does the Organization I Refer Need to Do So We Both Receive Referral Credit?

When the organization you refer creates a PTBoard site at ptboard.com, they must enter your organization's name on the School Setup page. This links the referral to your organization.

To qualify, the organization you referred must be actively using PTBoard, which means they have:

• Used at least two PTBoard features, and

• Added at least 25 users to their School Parent List under Manage Users.

Once these requirements have been met, your organization will receive a referral credit.

Questions? Contact Andrea at andrea.maneval@ptboard.com to discuss your individual circumstances.

How Do I Make Sure My Organization Receives the FREE 1-Year Subscription If Another Organization Referred Us?

When setting up your PTBoard site, be sure to enter the referring organization's name during the School Setup process.

You can verify that it was entered by going to:

Manage School → PTBoard Subscriptions

If the referring organization's name appears there, you're all set!

Note: You will always see a red Pay button in the PTBoard Subscriptions section. This does not mean your annual subscription is currently due. The button is always available should your organization choose to purchase or renew a subscription.

When Will My Organization Receive Referral Credit?

Referral credits are reviewed during the annual subscription renewal process in June or July.

At that time, PTBoard verifies that the organization you referred has met the Referral Program requirements by:

• Using at least two PTBoard features, and

• Having at least 25 users on their School Parent List under Manage Users.

Once these requirements have been confirmed, your referral credit will be applied to your organization's subscription.

What If the Organization I Referred Isn't Actively Using PTBoard Yet?

Reach out to the organization you referred! They may simply need a little assistance getting started.

If they have any questions or would like help using PTBoard, encourage them to contact Andrea at andrea.maneval@ptboard.com. We're always happy to help!

How Many Schools or Organizations Can I Refer?

There is no limit to the number of schools or organizations you can refer.

The more qualifying organizations you refer, the more referral credits your organization can earn.

Need Help?

If you have questions about the Referral Program or would like assistance with a referral, we're happy to help by contacting Andrea at andrea.maneval@ptboard.com.

What Are "Roles" & Who Has Access to Our Site ?

Description of Roles

Here is a description of each role and how you can use some of the roles to help manage your site:

Role with FULL Site Management Capabilities:

• Super Admin
  • If you are a Super Admin, you can manage and maintain your entire site. 
  • Super Admins can manage and invite users, change user roles and do a school rollover each year. 

• Operation Admin
  • If you have a volunteer who will be managing a few features including all of your Volunteer Signups and the Calendar.  So, you can give her the Operation Admin role.  When you change her role to Operation Admin in the "School Parent List" within "Manage User," a "Permissions" box will pop up.  You can choose the access level that you would like her to have.​​​​​space space space space
• Room Parent or Teacher Role
  • ​Within each Class in "Manage Class," you can give users the "role" of "Room Parent" or "Teacher."​
  • When you give a user the "Room Parent" or "Teacher" role, they will be able to manage the communications for that classroom by creating Announcement or sending out Volunteer Signups for classroom parties or other class events.

Roles with NO Site Management Capabilities:

• ​​Parent/Guardian 
• Family
• Grandparent
• Student
• Faculty/Staff
• Other (you can categorize how best fits your needs)

*Reminder:  You can change any of these categories on the "Membership Form."

Roles Related to the Membership Form and Your School Parent List

• When you set up a "Membership Form," you have several choices for different types of membership.  When you look at your "School Parent List" aka your "User List" within "Manage User," each person has a role.  When you look at your "Class & Group" by setting up "Manage Class," there are "roles" to choose for the users, which means the parents/guardians in that class or grade level.
• ​​When a school community or organization member fills out a "Membership Form" and chooses a membership category that you have set up, they will automatically have the "role" of the "Membership Type" they filled out.  
• In the screenshot below, you can see all of the possible membership "types," HOWEVER, you can customize any of the membership types by editing the form.  For example, if you want to the "Membership for Parent/Guardian" to be "Starfish Island Parent/Guardian Membership" you can do that.

****You do not need to add every membership type that is available when creating your "Membership Form."  You can always add or delete categories that you need or don't need.****

NOTE:  The "Parent/Guardian Membership" type only REQUIRES ONE Parent/Guardian, but ALLOWS for TWO Parents/Guardians to add their information on the "Membership Form."  The "Family Membership" type REQUIRES TWO Parents/Guardians, and ALLOWS for TWO Parents/Guardians to add their information.

You can also use the "Membership Form" to create "tier level" memberships as seen below.

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Benefits of Creating the Membership Form (Even if You Don't Have Dues!)

Even if you don't have dues for your organization, having a Membership Form on your site has a lot of benefits!

• It gives you the ability to capture information from your Parent/Guardians, Families, Faculty/Staff and other supporters of your organization.

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• You can also create any categories you want, if Membership for Parent/Guardian or Membership for Faculty/Staff doesn't work for your organization.  For example, you can create "sponsorship" categories like:  Bronze Level or 1st Tier.  

​

• It requires Parents/Guardians to opt-in or opt-out of the Student Directory, so it encourages active participation.  

​

• If you are using the Student Directory and Class & Group features, the Membership Form will automatically set up those features for you.

​

• For PTA's and PTSA's, you can use the the "Pay State PTA" feature within "Reports" to not only collect dues and have payment made directly on your site, but your families and staff will then fill out your online "Membership Form."  You can also add additional questions such as, "Can we contact you about becoming a volunteer?" or "What is your child's t-shirt size for their class t-shirt?"  Also, a spreadsheet will be automatically created so you can easily see all of your member information.  You can then download the spreadsheet and upload to Givebacks or other sites that your State PTA may require.  

​

• It is a great way to introduce your Families and Faculty/Staff to PTBoard!

Welcome to Our Newest PTBoard Subscribers!   

Back to School Tasks

If this is your first year with PTBoard, follow the tasks step-by-step, and we'll guide you through your new site set-up.

Task #1:

If you are a new PTBoard subscriber who signed up after January 2026, your site will be in the 2025-2026 School Year already, unless you asked to have it rolled back to the 2025-2026 School Year so you could get started using your site right away.

So, just to make sure you don't need to Rollover, please go to "Manage School," and in the first box, "PTBoard Subscriptions" you should see:

School Year: 2026~2027

If you still see School Year: 2025-2026, please "Rollover" your site before you start adding content for the 2026-2027 School Year.  Detailed instructions to "Rollover" are HERE.

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Task #2:  

Go to "Manage School" on the left side menu to add your school’s logo, banner and change the background color.

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Task #3:

Go to "Manage Class" on the left side menu to "Create Classes or Groups."  For example, elementary schools usually add Teachers' names.  Middle Schools and High Schools usually create Grade Levels such as 9th Grade or Class of 2029.

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Task #4:

Go to "Manage School" and scroll down to "Online Store & Payment Receiving Accounts" to set up a school payment receiving account. 

IMPORTANT:  Parents do not need to have a PayPal or Stripe account in order to make payments on your site.  ONLY your organization needs to have one or both of those payment methods to process payments.

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Task #5:

We suggest you create a "Membership Form" as detailed in Task #5a, but if you choose not to do that, please see Task #5b.

**Task #5a:

Create a "Membership Form." To do that, go to "Forms & Payments," "Manage Form" and then "Create a New Form."

Remember, even when your organization doesn't have dues to "join," the Membership Form sets up your Student Directory and your Class & Group section automatically. See the Benefits of Creating a Membership Form HERE!

**Task #5b:

Invite users including Parents/Guardians, Faculty/Staff etc. to your "School Parent List."  Go to "Manage User." Click "+ Ways for New Users to Join Your School."

Also, make sure to watch the User Invitation Tutorial Video.

Choose the way(s) you will invite users to create an account on your site: 

(1) First Way to Join Your School: 

Send invites - Send an invitation email by clicking "Invite Users by Email Addresses."

(2) Second Way to Join Your School: 

School Code - Give Parents/Guardians or other school members your red six digit School Code.  When someone goes directly to your PTBoard site for the first time, they will be able to enter your "School Code" on the "Join School" pop-up screen to create an account on your site. 

Note:  Do not put "www" in front of your PTBoard URL - for example, the correct URL looks like this:  "example.ptboard.com."

(3) Third Way to Join Your School: 

Upload users from an Excel spreadsheet - If you have school members’ contact information stored in a spreadsheet, we can help you batch load these users. Contact us for detailed information about batch loading. You can go directly to "Upload Users from Excel" as well to use the "upload wizard" and download one of the spreadsheet templates.

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Task #6:

Set up your organization's Calendar - You can also import your School or District Calendar(s) to your PTBoard if you would like to do that, and export your PTBoard Calendar to your personal calendar.

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Task #7:

Preferences - Go to the left side menu and choose "Preferences" such as features you will use and order of features for your site.

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Task #8:

Create Custom Pages - When you are on your Homepage, scroll to the bottom left side of the menu and you will see "Add Menu." Create the title of your "Custom Page" and then click on that title to be able to add "tabs" under "Add Page."

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Questions? Please contact Andrea at andrea.maneval@ptboard.com or set up a Google Meet or phone call with Andrea HERE.

Existing PTBoard Subscribers: Have you Rolled Over?

Make sure to check out these End of the School Year AND Back-to-School tasks to close out the current school year and get ready for the new one to start!

Task #1: 

Make sure you don't need to "Rollover."  Go to "Manage School," and in the first box, "PTBoard Subscriptions" you should see:

School Year: 2025~2026

If you still see School Year: 2025-2026, please "Rollover" your site before you start adding content for the 2026-2027 School Year.

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Task #2: 

If you need to "Rollover," please check out the Rollover instructions!

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Task #3: 

Checklist for After Rollover:

(1) Access and Permissions: 

Review the Super Admins and Operation Admins on your site to make sure your current Executive Board has access to the site. 

To do that:

* Go to "Manage User." 

* Then, sort your "School Parent List" so you can see who are currently Super and Operation Admins for your site. 

* Change Super Admin and Operation Admin Roles to Parents if they no longer hold Executive Board positions or are no longer going to manage your site.

(2) Student Directory: 

The "Student Directory" will be empty when you "Rollover" your site.  Some of the reasons for that is because students change grade levels, teachers and parents/guardians need to opt into the "Student Directory" each school year.  

If you are not using the "Membership Form" to automatically add users to your organization each year, or if at the beginning of each new school year you direct users to the "Student Directory" to join your "School Parent List" within "Manage User" instead, please follow these steps to create a new "Student Directory":

* Click "Switch School "on the top right of your site to switch back to the 2025-2026 School Year. 

* Before you download your 2025-2026 Student Directory into the new school year, remove the students who have "graduated" from or left your school.  Then, upload the updated spreadsheet to the 2026-2027 "Student Directory."

(3) School Logo and Banners: 

Go to "Manage School" and scroll down to review your logo, add or change Banners, add a URL to your Banner if you would like and review the background color of your site.

(4) Create or Update Classes and/or Groups:  

Go to "Manage Class" on the left side menu to "Create Classes" or "Create Groups."  For example, elementary schools usually add teacher's names.  Middle School sand High Schools usually create Grade Levels such as 7th Grade or Class of 2029.

Note:  Any "Classes" you have set up with teachers or grade levels etc. will REMAIN in "Manage Class."  However, "Class & Group" will be empty when you "Rollover" your site.  

** Keep in mind that using the "Membership Form" will automatically set your "Class & Group" up as well as your "Student Directory," and you can use it whether you have dues or free memberships.

(5) Payment Receiving Account: 

Go to "Manage School" and review your payment receiving account(s).  Your have three choices of how you want to set up your payment receiving accounts by scrolling down to "Online Store & Payment Receiving Account(s)."

(6) Invite Users:

In the summer or at the beginning of the school year, invite users including Parents/Guardians, Faculty/Staff etc. to your School Parent List.  Go to "Manage User."  Click +Ways for new users to join your school.  Make sure to watch the User Invitation Tutorial Video.

Choose the way(s) you will invite users to create an account on your site: 

** First Way to Join Your School:

Invite Users - Send an invitation email by clicking "Invite Users by Email Addresses," write a quick note and then choose "Send Invitation." 

Note: Please note that if a user is already in the PTBoard system, they will not receive a new invitation email.  The system recognizes existing email addresses across all PTBoard sites and will not send duplicate "join" requests. 

In these instances, you can simply use the "Invite Users Without Sending Emails" option for anyone who already has an account.

** Second Way to Join Your School:

School Code - Give Parents/Guardians or other school members your red six digit "School Code."  When a school member goes directly to your PTBoard site for the first time, they will be able to enter your "School Code" on the "Join School" pop-up screen to create an account on your site.  

Note:  Do not add "www" in front of your PTBoard URL - for example, the correct URL looks like this: "example.ptboard.com."

** Third Way to Join Your School: 

Upload users from an Excel spreadsheet - If you have school members’ contact information stored in a spreadsheet, you can batch load your users.

Contact us for detailed information and assistance with batch loading. You can go directly to "Upload Users from Excel" as well to use the "upload wizard" and download one of the spreadsheet templates.

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Task #4:

Calendar - Set up your organization's "Calendar" for the new school year.  You can also link another calendar such as the School District calendar if you would like.

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Task #5: 

Preferences - Go to the left side menu and choose "Preferences" for your site.

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Task #6: 

Create Custom Pages - When you are on your Homepage, scroll to the bottom left side of the menu and you will see "Add Menu."  Create the title of your "Custom Page" and then click on that title to be able to add "tabs" under "Add Page."

More information on how to set up "Custom Pages" can be found HERE.

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Questions? Please contact Andrea at andrea.maneval@ptboard.com or set up a Google Meet or phone call with Andrea HERE.

Use this flyer to send or give out to your Parents and Families to introduce PTBoard.  

*JPG, PNG and PDF versions are attached below!  If you would like to customize the flyer, please contact Andrea at andrea.maneval@ptboard.com to access the original Canva design.

• PTBoard Flyer for Families .pdf

  PTBoard Flyer for Families PDF

• PTBoard Flyer for Families .png

  PTBoard Flyer for Families PNG

• PTBoard Flyer for Families .jpg

  PTBoard Flyer for Families JPG

*JPG, PNG and PDF versions are attached below!  If you would like to customize the flyer, please contact Andrea at andrea.maneval@ptboard.com to access the original Canva design. 

• PTBoard Flyer for Teachers - My Version.pdf

  PTBoard Flyer for Teachers PDF

• PTBoard Flyer for Teachers - My Version.png

  PTBoard Flyer for Teachers PNG

• PTBoard Flyer for Teachers - My Version.jpg

  PTBoard Flyer for Teachers JPG