Knowledge Base
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Additional Admin Guides
Getting Started
Users
PantrySoft Interfaces
Inventory
Client Intake
Visits
Client Portal - Scheduling
Reporting
Additional Admin Guides
Essential Core Features
Supplemental Core Features
Inventory Management
Standard Reports
Additional Paid Features
Tags
Scheduling Appointments
User Interfaces
Client Portal/ Online Store- Admin & Setup Guides
Client Portal/ Online Store- Customer Guides
Packing/ Kitchen Screens and Reports
Special Workflows
Delivery/Meals on Wheels
University
FAQ & Miscellaneous
Client Troubleshooting
Other FAQs
Messaging and Notifications
Other Reports
Technical Documentation
Release Notes & Webinar Recordings
Past Releases
Webinar Recordings
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Knowledge Base
Additional Admin Guides
Getting Started
Users
PantrySoft Interfaces
Inventory
Client Intake
Visits
Client Portal - Scheduling
Reporting
Additional Admin Guides
Essential Core Features
Supplemental Core Features
Inventory Management
Standard Reports
Additional Paid Features
Tags
Scheduling Appointments
User Interfaces
Client Portal/ Online Store- Admin & Setup Guides
Client Portal/ Online Store- Customer Guides
Packing/ Kitchen Screens and Reports
Special Workflows
Delivery/Meals on Wheels
University
FAQ & Miscellaneous
Client Troubleshooting
Other FAQs
Messaging and Notifications
Other Reports
Technical Documentation
Release Notes & Webinar Recordings
Past Releases
Webinar Recordings
Additional Admin Guides
Essential Core Features
Client Search
Basic Functionality
Users (create, edit, delete)
Clients
Household Members (create, edit, move, deactivate)
Registrations (Client Registrations)
Visits
See more
Supplemental Core Features
Visit Frequency Rules
Custom Question Blocks (Arranging Custom Questions)
Registration Frequency Rules
Translator
Client Status
Picklists
Client Consultations (and Consultation-Referrals)
Map Overlays
Quick Visit
Notes (Client Notes & Note Alerts)
Proxies (Household/Client Proxies)
Registrations: Income & Expense Widget
Zip Code Overrides
Visit Tickets
Signature Collection (Registrations, Visits)
See more
Inventory Management
Exclusivity (Item) Tags
Advanced Inventory: Item Groups
Advanced Inventory: Item Bins
Inventory Items (Item Templates)
Inventory Receives
Inventory Sources
Current Inventory Screen
Inventory Management Screen (Transfer, Trash, Receive, Source-Distribute, Adjust)
Barcodes - Inventory (Visit Items, Receive Items)
Inventory Item Tags
See more
Standard Reports
Duplication Reports
Schedule Report
Additional Paid Features
Training Fees
Paid Features and Upgrades
Tags
Program Tags
Scheduling Appointments
Scheduling in PantrySoft - Overview
Scheduling Modes — "Templates & Blocks" vs. "Freeform"
Scheduling Client Appointments (Open Scheduling)
Scheduling Client Appointments (Block Scheduling)
Schedule Templates — Limiting Client Access
Schedule Templates — Closing a Specific Date
Schedule Templates - "Seasonal Schedules" (Duplicating and Alternating Schedule Templates)
Volunteer Scheduling (SignUp.com)
See more
