How-To Organize Groups

With PTOffice, you can organize your membership into groups. Here's how...

  1. Log in to your PTOffice site.
  2. Under Membership Management > Manage Membership Settings, choose the Groups menu item.
  3. Click the 'New Group' button to create a new group.
  4. Add a Name and Description
  5. Review the group Settings along the right hand side of the page.
  6. Be sure to Publish or Save Changes your new group to save your edits.

Examples of groups include, but are not limited to:

  1. Membership Fees (Paid)
  2. Boards
  3. Committees
  4. Email Lists
  5. Teams
  6. Classroom Parents

Group Types: You can create Group Types and assign a group to a specific type. You can then filter group displays on the front-end site pages by the type of group desired. For example, if you want to show a page of 'Classroom' only groups, you can assign all created groups to 'Classroom' and then set the group display settings to 'Classroom only on the front-end.

Tip: Rather than create groups for every grade and/or classroom, collect a child's grade and classroom assignment in a member profile field. Add that field as a searchable field on the Members page - essentially giving a classroom listing!

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