Getting Started: for Community Managers

Getting started using the PlanSocial app. This is a guide for the PTA Chair or committee members who are setting up this online community for your school. You don't need to read through all of it, but you can quickly search for a key word and hopefully you'll find what you need here. If not, just email us at support@ptasocial.com and we'll help you out! :)

Help Notes for Community Managers - CHEAT SHEET!
CHEAT SHEET for PlanSocial (formerly PTAsocial) Community Managers (Scan the words in bold for quick tips!) You can search the helpdesk for particular...
Wed, 1 Jan, 2020 at 5:15 PM
How to sell tickets for PTA events
How to sell tickets for PTA events Fed up of running around collecting cheques and slips of paper and then distributing tickets to parents? Or spending ...
Thu, 19 Sep, 2019 at 2:09 AM
What's the best way to explore PlanSocial with my committee?
People who sign up usually want to mess about with it a bit to check it works, and then try it out with your committee. Here are a few things you can sen...
Tue, 10 Sep, 2019 at 2:09 AM
What's the best way to launch PlanSocial in our school, for maximum impact?
What's the best way to launch PlanSocial in our school, for maximum impact? [NOTE: if you are just using the free Payments Hub, you don't need...
Fri, 27 Nov, 2020 at 1:01 PM
How should we announce PlanSocial to our school? Letter to send to parents.
Download our launch pack with templates here.
Tue, 11 Feb, 2020 at 6:11 PM
Getting ready to launch - how to prep your Community page - VIDEO
Here are a few tips on what to do BEFORE you start inviting people or inviting people or asking them to register. Remember to add the PlanSocial ...
Wed, 1 Jan, 2020 at 5:21 PM
Who can invite new members?
Who can invite new members? Anyone in the community can invite a new member. However, the Community Manager has full visibility of who invited whom, a...
Thu, 27 Aug, 2015 at 9:34 PM
How do people self-register for our community?
How do people self-register for our community? You can find the link to register on the Manage page (only visible to Community Managers). Your community...
Wed, 1 Jan, 2020 at 5:22 PM
Why do some members have status "Approve" in the Manage screen?
Why do some members have status "Approve" in the Manage screen? These are members who have self-registered online. As the Community Manager,...
Wed, 8 Jul, 2015 at 9:15 PM
Why do some members have a "Confirm" link as their status?
Why do some members have a "Confirm" link as their status? Members who have been invited by people other than a Community Manager (i.e. Event ...
Wed, 8 May, 2019 at 5:51 PM