PlanSocial

Tips & Tricks 13

• Cheat Sheet - for community managers
• Tips for a successful Christmas or Summer fair event using PlanSocial
• Reporting an issue to Support?
• How to quickly copy a stall rota (activity) - in pictures!
• Are you still double-clicking?

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Getting Started: for Community Managers 35

• Help Notes for Community Managers - CHEAT SHEET!
• How to sell tickets for PTA events
• What's the best way to explore PlanSocial with my committee?
• What's the best way to launch PlanSocial in our school, for maximum impact?
• How should we announce PlanSocial to our school? Letter to send to parents.

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Quickstart: PTA Summer Fair Launch! 7

• How to launch your summer fair volunteer campaign in 4 easy steps
• 1. Start a free PlanSocial account [1 min]
• 2. Create a Summer Fair event from a readymade template [15 secs]
• 3. Tailor your summer fair event to suit your volunteer needs [time needed varies]
• 4. Publish and share your event with potential volunteers [2 mins]

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Before I sign up I'd like to know... 19

• Is PlanSocial only for PTAs? What about PTFAs or Friends Associations?
• Will our events and news be visible to anyone on the internet?
• Do you need a smartphone to use PTAsocial?
• How do we know whether people will use it? Many parents are nervous about using technology.
• If we still use traditional methods, won't this just be extra work for us as well as using paper rotas?

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Getting Started: for Event Managers 27

• I've just been made an Event Manager. What does this mean?!
• Can Event Managers create an event?
• How do I edit the details of an event?
• How do I add a task?
• What sort of tasks should I create?

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Getting started: for Activity Managers 1

• I've just been made an Activity Manager. What does this mean?!

Getting Started: for Members 22

• Where do we log in?
• Help -- I have forgotten my password!
• Why should I bother registering as a member on PlanSocial?
• If I join PTAsocial will I get bombarded with emails?
• How can I see what events or tasks I'm involved with?

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Selling Online Tickets 7

• How much does it cost to sell PTA Event Tickets?
• Sell tickets for your PTA event
• Setting up a PTA Stripe Account
• Issuing refunds for online transactions
• Online Ticket Fees for PTAs: worked examples (UK)

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Groups 4

• Introduction to Groups
• Add existing members to Groups
• Join a group
• Group Settings

Donations 1

• Set up online Donations for your School PTA/PTO