Online training available
Looking for more of a custom tailored training experience?
Group training is available July through November. Email firstname.lastname@example.org to schedule a One-on-One training when group training is not available.
Getting started with atoz
This class will focus on the AtoZ software and the main features that are offered. This training is ideal for schools that are new to AtoZ or returning schools where the previous directory chair did not provide you any guidance on how to use the software.
PEX Transition- Email Training
This class is for anyone who is transitioning from the old PEX software. We will walk you through emailing from start to finish.
Managing Events and Volunteer Hours
This training is perfect for Volunteer Manager schools transitioning to AtoZ software or for any school that wants to use our new event management and/or volunteer hour tracking functionality.
This training will primarily focus on emailing and the many new features that are now available. This training is ideal for PEX schools that are now using the AtoZ software.
Tracking membership and selling items in the AtoZ store
Learn the best ways to track membership with our membership products and get a few helpful tips on making the most of your online store.
Back to School Basics
This training will help your school prepare for the new school year. We will walk you through the important items to check before asking your parents to start verifying their data.
A-Z Overview Training - In Office
This training is a more in depth and face to face training located in our Rockville, MD office. We’ll spend about 2 hours diving into a complete overview of the A-Z software.
How To Videos
Check back regularly for more how to videos! Additional information can always be found in our Support Portal
Get a quick overview and tips on using your dashboard.
People - Families
Get familiar with the Families section of the software.
People - Households
Get familiar with the Households section of the software.
People - Parents
Get familiar with the Parents section of the software.
People - Students
Get familiar with the Students section of the software.
People - Teachers & Staff
Get familiar with the Teacher & Staff section of the software.
People - App Admins
Learn how to create, edit and manage your App Admins.
People - Join Requests
Learn how to properly manage your Join Requests.
Communication - Email
Get an in depth look on how to send email like a champion.
Communication - Subscription & Mailing Lists
Learn the difference between Mailing and Subscription lists and how to use them.
Signups - Events
Be on your way to creating and managing events.
Signups - Volunteer Hours & Approvals
Become an expert at managing, tracking and approving volunteer hours.
Calendar & Lunch Menu
Everything you need to know about the calendar section.
Store - Products & Categories
Learn to create, edit and manage your online store products and categories.
Store - Orders & Order Details
Overview of the Orders & Order Details section.
School Settings - Setup
Learn how to properly setup and manage your school settings.
School Settings - Roles & Organizations
Getting started with Roles and Organizations.
School Settings - Grades & Promotions
Overview on how to setup and manage grades.