This help article explains how to manually enter PTA members who paid by cash or check. Ideally you want people to join your PTA using the online Dues Payment page set up in the Money tab so PTA members are automatically added to your MemberHub site and to your state-level membership database. Even better - their dues are automatically routed to your PTA account and your state-level PTA account.
If someone wants to pay their dues by check or cask, you can add them manually. Dues Remittance Forms can be found in the Admin Console - Money tab - Dues Setting page. Remember you will have to send the appropriate dues portion for these to your state-level PTA.
Click on the PTA tab in the Admin Consoleand you’ll see a link on the right for Add Members. Enter the information requested in the form. Make sure to split the Dues Amount from any Extra Donation Amount. Click Add Member.
When adding a new PTA member there is a checkbox that says Allow this person to join your MemberHub Site. This checkbox defaults to checked and if the form is submitted that way, this person will be added to your MemberHub site and be able to create an account with their email address.
You can find more information here about notifications people receive when they are entered in the Add Members page.
If you do NOT want a particular PTA member to access your MemberHub Site, simply uncheck this box before you submit the form.
Note: The Add Members form in the PTA tab is different than the Add People button on the People tab. The Add People button gives you a way to add people to your MemberHub site but does not mark that person as a paid PTA member. You need to visit the PTA tab and click the Add Members link to actually add new PTA members.
New Process Question: You are not currently able to upload a spreadsheet of new PTA members. In an effort to maintain better data and effectively communicate with their members, the NCPTA streamlined their membership management processes online. The new online processes go into effect as soon as a PTA Member and payment is entered (cash, check or online) and include an automated Membership card, emailed receipt, transaction record, MemberHub profile and membership record that syncs to NCPTA. Therefor when you enter a PTA Membership all of these processes happen at once and cannot be implemented currently through the old spreadsheet upload. If you have any issues with this such as not having an email address or phone number for a paid member, please contact NCPTA at (919) 787-0534.