Manage PTA members: roster, cash payments, refunds, and renewals

Each school year has its own membership page. It holds the roster, the totals, and the tools to add, refund, and remind members.

Steps

See and export the roster

1. Go to Signups, then Membership, and click the school year.
2. The Members card shows the count by level and the total collected.
3. Type in the search box (name, email, or level) and click Search.
4. Click Download CSV for a spreadsheet of paid members.

Add a cash or check member

1. Scroll to Add a cash or check member.
2. Enter the Name, Email, and Level. Fill in Amount paid ($, optional) only if it differs from the level price.
3. Under How they paid (optional), write something like Check 1042.
4. Click Add member. They get a receipt by email. No fee is charged.

Refund a card payment

1. Find the member in the roster and click Refund.
2. Confirm. The full amount, fee included, goes back to their card. They stop being a member for that year and get an email.

Remind last year's members to renew

1. Make sure this year's drive is open.
2. On the Renewals card, click Remind them to renew and confirm.

Good to know

• Only card payments can be refunded here. Cash and check members are settled by hand.
• Refunded members stay on the list with a refunded tag, but they drop out of the counts and the CSV.
• The renewal reminder goes only to last year's members who have not joined this year and who kept PTA news on. Each email costs 1 credit.
• Every paid member has a tag like member-2026-27, so you can build a segment of members.