Live overview, training, and topic-specific sessions to help you get started and get the most out of MemberHub. Please bookmark this page and check back often to take advantage of any upcoming sessions and/or to view recordings from previous sessions.
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MemberHub 101 - Intro & Getting Started
In this session, we will introduce you to MemberHub and review the basic steps to start setting up your free MemberHub site.
We will specifically discuss:
~ MemberHub Welcome Page for PTAs at info.memberhub.com/pta
~ Logging in for the First Time (and what to do if you have trouble)
~ Setting Your Site Subdomain (web address)
~ Switching Between Multiple Organizations
~ Private Site vs. Public Website/Store
~ Profile Settings and How to Handle Privacy Concerns
~ PTA vs. Personal Email Addresses
~ Adding/Removing Officers
~ Adding/Removing Site Admins
~ Adding People/Site Joins vs. Entering PTA members
~ Starter Site Settings
Click here to view the recording from 05/12/2020.
Register for an upcoming session with LIVE Q&A:
Tuesday, September 22, 2020 at 12:00pm or 8:00pm Eastern
https://attendee.gotowebinar.com/rt/7021431087065488655
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MemberHub 102 - Store Setup & Reporting
In this session, we will cover the ins and outs of getting your free MemberHub store up and running.
We will specifically discuss:
~ Live Store Example
~ Creating Your Stripe Merchant Account (for your e-store)
~ Store Prep
~ Un-Hide Open Donation Item
~ Hide or Set Prices on Standard Membership Items
~ Store Settings
~ Other Items to Add to Your Store (spirit wear, donations, event tickets, etc.)
~ Custom Fields
~ Viewing, Filtering, and Exporting Order and Payout Reports
~ Brief Givebacks Overview*
~ Brief Fundraisers Module Overview* and Example Campaign
*Join a workshop for more details about Givebacks, Fundraisers, and more!
Click here to view the recording from 12/19/2019 (WePay version).
Click here to view the recording from 07/08/2020 (Stripe version).
Register for an upcoming session with LIVE Q&A:
Wednesday, September 23, 2020 at 12:00pm or 8:00pm Eastern
https://attendee.gotowebinar.com/rt/4340112553593553164
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MemberHub 103 - Communications & Advanced Hub Use
In this session, we will give you an overview of the communications features in MemberHub.
We will specifically discuss:
~ Dashboard, My Hubs, Join Hubs, Main Calendar, and Directory
~ Admin Console Overview (including when to use site joins feature)
~ Basic Hub Features (people, messaging, calendar/reminders, files, photos, whiteboards, and signups)
~ Announcement vs. Discussion Messages
~ Advanced Hub Use (examples of hub tree/hierarchy and hub settings)
~ Everyone hub
~ PTA Members hub
~ Classroom hubs vs. Grade-Level hubs
~ Open Join hubs
~ Using Templates for Newsletters, etc.
Click here to view the recording from a 12/19/2019.
Register for an upcoming session with LIVE Q&A:
Thursday, September 24, 2020 at 12:00pm or 8:00pm Eastern
https://attendee.gotowebinar.com/rt/6482982650806627340
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MemberHub 104 - PTA Members, State Payments & Compliance
In this session, we will review how to stay in good standing with your state PTA using your MemberHub site.
We will specifically discuss:
~ Manual Paid Member Entry vs. Selling Memberships Online
~ Making State Dues Payments (confirming micro deposits for first payment)
~ Overview of Compliance Tasks (varies by state)
Click here to view the recording from a previous session (coming soon).
Register for an upcoming session with LIVE Q&A:
Friday, September 25, 2020 at 12:00pm or 8:00pm Eastern
https://attendee.gotowebinar.com/rt/2733873399974185996
Full MemberHub Overview for Local Unit Leaders
In this training session, we review getting logged into your site, updating your profile, switching between different organizations, and local unit site setup and administration, including adding officers, store setup, entering PTA members, state dues payments, and compliance/good standing requirements. We will also provide an overview of People and Hub management, including Site Joins (for people who are not PTA members), Open Join Hubs, and hub features: Messages, Calendar, Files, People, Photos Albums, Whiteboards, and Signups.
Click here to view the recording from 08/09/2019.
MemberHub PTA Manager Training (state, region, district, and council site admins)
In this training session, we discuss getting logged into your site, updating your profile, switching between different organizations, and a brief local unit site overview, but the main focus will be how council, district, region, and state site admins can use PTA Manager to assist local units and monitor compliance/good standing requirements. For state site admins, we will also walk through editing Unit Data, creating a new unit site, and how to reconcile state dues payments received from local units on the Unit Dues Payments page.
Click here to view the recording from 08/21/2019.
Schedule Your Personalized Setup Call
In addition to the online training sessions, we highly encourage you to schedule a free 1-on-1 meeting with your Customer Success Manager. The CSMs are PTA leaders in their own units and have been using the system for over 5 years. They are super knowledgeable and will walk you through setting up your site, store, newsletters, and more!
Get your 1-on-1 scheduled now, so you can take advantage of all MemberHub has to offer with valuable tips from the pros... all personalized to your specific needs!
Also check out our collection of videos at YouTube.com/MemberHub.