PT OfficeWorx Tutorials

Begin Here!

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.

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

Invoice Settings

Backup Settings

Email Settings


Map Settings

SMS Text Settings

PayPal Settings

Migration Settings