MEMBERSHIP
Admins should download and complete one of the membership setup checklists based on whether they plan to implement online or offline membership.
Checklist for Online Membership: Admins plan to offer online membership registration (including credit card payment options) and/or utilize memberplanet to manage their local PTA. Admins who wish to offer both online and offline payment options within the school year should complete the online setup.
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Checklists for Offline Membership Manual: Admins do not plan to use memberplanet except for reconciling their rosters in accordance with WSPTA’s requirements. They do not plan to offer online payment options via memberplanet throughout the school year.
Those who feel comfortable using an Excel spreadsheet to upload members in bulk can use the bulk checklist. |
Price Scaling
When setting up membership levels, administrators have the option to select Paid - Scaling, which allows local PTAs to set variable prices based on number of memberships purchased.
For example, one might want to charge $15 for the first membership, but only $10 each for the second and third memberships. This means the member would pay $25 in total for two memberships, or $35 for three.
You can select the Paid - Scaling option by following these steps or by viewing the Online Membership Checklist (Step 2.2):
For example, one might want to charge $15 for the first membership, but only $10 each for the second and third memberships. This means the member would pay $25 in total for two memberships, or $35 for three.
You can select the Paid - Scaling option by following these steps or by viewing the Online Membership Checklist (Step 2.2):
- On the left navigation bar, select Membership
2. In the Required Setup section, select step 2. Manage Membership Levels & Automated Actions
The next page will show one placeholder membership level.
3. Click the gear icon in the same row and select Edit from the dropdown menu
3. Click the gear icon in the same row and select Edit from the dropdown menu
4. Update the price of the membership level for your local PTA
- In the Price column, you have the option to select Paid - Scaling from the dropdown menu, then enter the total prices corresponding with the number of membership purchased.
5. When finished making changes, click the Save and Close button at the bottom of the page.
Membership Setup Walk-through
Uploading Members and Assigning Membership
Watch a complete overview of the manual, bulk, and new member addition processes by clicking play on the large video player below, or view the shorter video modules at the bottom of the page depending on the processes that best fit you.
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Manual Upload
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Bulk Upload
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Adding New Members
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About memberplanet |
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