Knowledge Base
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Additional Admin Guides
Getting Started
Users
PantrySoft Interfaces
Inventory
Guest/Client Registration
Visits
Client Portal - Scheduling
Reporting
Additional Admin Guides
Client Registration & Visits
Additional Features
Inventory Management
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
Reporting Tools
Release Notes
2025 Releases
2024 Releases
Recorded Webinars
CSFP Module
What is CSFP?
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Knowledge Base
Additional Admin Guides
Getting Started
Users
PantrySoft Interfaces
Inventory
Guest/Client Registration
Visits
Client Portal - Scheduling
Reporting
Additional Admin Guides
Client Registration & Visits
Additional Features
Inventory Management
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
Reporting Tools
Release Notes
2025 Releases
2024 Releases
Recorded Webinars
CSFP Module
What is CSFP?
Additional Admin Guides
Client Registration & Visits
Clients (create, edit, delete)
Client Search
Household Members (create, edit, move, deactivate)
Registrations (Client Registrations)
Registration Frequency Rules
Visit Frequency Rules
Custom Question Blocks (Arranging Custom Questions)
Visits
Visit Tickets
Quick Visit
Client Status
See more
Additional Features
Translator
Picklists
Proxies (Household/Client Proxies)
Users (create, edit, delete)
Client Consultations (and Consultation-Referrals)
Signature Collection (Registrations, Visits)
Map Overlays
Notes (Client Notes & Note Alerts)
Registrations: Income & Expense Widget
Zip Code Overrides
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
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)
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