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Program Settings & Module Tutorials

Tutorial #1: Preparing Your File for Use	11:14	Open/View	Tutorial #8: Inventory Module	2:08	Open/View
Tutorial #2: Importing Data, Modules 1, 2, & 3	2:07	Open/View	Tutorial #10: Business Expense Module	6:33	Open/View
Tutorial #3: Importing Data, Modules 4, 5, & 6	3:11	Open/View	Tutorial #11: Travel Part 1, Business Mileage Module	16:19	Open/View
Tutorial #4: File Correlation-Preparing to Schedule	2:32	Open/View	Tutorial #12: Travel Part 2, Mileage, Creating Routes	3:15	Open/View
Tutorial #5: Scheduling Lessons	8:37	Open/View	Tutorial #13: Travel Part 3, Mileage Records and Reports	5:32	Open/View
Tutorial #6: Creating and Sending Invoices Via Email	8:09	Open/View	Tutorial #14: Container Fields for Storing Images	2:32	Open/View
Tutorial #7: Music Library Module	1:57	Open/View	Tutorial #15: Business Income Module	2:50	Open/View
Tutorial #9: Sending General Emails (Non-Invoice)	4:26	Open/View	Tutorial #16: Entering Data Manually

Excel Upload Templates

If you already have your student’s information in a database, you can use the templates below to upload all of your data quickly into PT OfficeWorx. You can copy your student’s data from other spreadsheet programs such as Excel, CSV files, comma-delimited files, text files, and other FileMaker files, paste the data into the appropriate template, and upload using the auto-import buttons found in the PT OfficeWorx preferences module.

IMPORTANT: DO NOT CHANGE THE COLUMN TITLES OR THE COLUMN ORDER IN THESE TEMPLATES. IT WILL RESULT IN YOUR DATA BEING DISPLAYED INCORRECTLY. MAKE SURE THAT YOU COPY YOUR STUDENT’S DATA INTO THE CORRECT COLUMNS IN THE TEMPLATES.

District Template

PT OfficeWorx Preferences Module Images

Refer to the images below to learn more about the PT OfficeWorx Preferences Module. The Preferences Module is home to the settings that customize PT OfficeWorx to meet your needs and those of your studio.

Settings/Preferences