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Knowledge Base
  • Go to pantrysoft.com
  • Need help? Click here to open a support ticket
Getting Started
  • 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
  • Special/ Niche Features
  • CSFP Module
    • CSFP Overview
    • Managing CSFP Participants
    • Recording CSFP Visits
    • CSFP Data Management
      Back to home
      1. Knowledge Base
      2. Getting Started
      • 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
      • Special/ Niche Features
      • CSFP Module
        • CSFP Overview
        • Managing CSFP Participants
        • Recording CSFP Visits
        • CSFP Data Management

      Getting Started

      A guided learning experience for PantrySoft Admins

      Users

      • Create Login Credentials & Add a New User
      • User: Roles
      • Promote Clients to Users

      PantrySoft Interfaces

      • User Interfaces Overview
      • Kiosk Interface
      • Admin Dashboard Interface
      • Online Storefront Interface

      Inventory

      • Inventory Item Types
      • Inventory Items
      • Inventory Tracking with Lbs
      • Barcodes for Inventory
      • Inventory with Limits
      • Inventory with Choice-Based system
      • Inventory with Credit System
      See more

      Guest/Client Registration

      • Registration Settings Overview
      • Custom Question Creation (Registration, Interview, Demographic)
      • Create a New Picklist
      • Edit an Existing Picklist

      Visits

      • How to Create Visit Frequency Rules for Different Visit Types
      • How to Manage Visit Types

      Client Portal - Scheduling

      • Schedule Templates — Basic Setup
      • Specific Schedule Template Setting Overrides
      • Schedule Templates and Appointment Visibility — Appointment Filters and Visit Frequency Rules

      Reporting

      • Send Emails and Text (SMS) Messages
      • Aggregate and Dynamic Reports
      • Request a Custom Report
      • Inventory Reports
      pantrysoft.com Help Center
      • Go to pantrysoft.com
      • Need help? Click here to open a support ticket