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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.
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.