Getting Started

Online Membership Quick Start
Leaders Guide to Launching Online Membership for your Association Congratulations PTA Leaders!  You are just a few steps away from the ability to a...
Fri, Jan 18, 2019 at 11:28 AM
What is the Member Signup Experience?
The Join Applet allows new members to join your association online.  The processing of joining has 4 distinct steps: Register or Login - New members creat...
Thu, Jul 5, 2018 at 2:30 PM
How to Invite Leaders
Click the Leaders menu on the left hand side Click the Actions... from the pull down menu and select Invite Leader Select the person to invite as a lea...
Mon, Mar 18, 2019 at 11:38 AM
How to Manage Leaders
From the Leaders menu, you can view all the invited, active and in-active leaders for your association.  Features Filters - click the Filter input to f...
Fri, Jul 6, 2018 at 11:30 AM
How to Connect a Bank Account
Connecting a Bank Account is required in order to begin accepting online memberships and to receive automatic direct deposits.  Two Leaders with bank acce...
Fri, Jan 18, 2019 at 11:09 AM
How to Customize Association Branding
Leaders can customize many aspects of the association branding that is visible to members. General Settings General Settings for the association may be...
Wed, Jul 25, 2018 at 12:08 PM
Settings - About Us
While on the California State PTA site https://capta.org/join/, why when searching for my organization the description is about the Parent Organization ? ...
Tue, Mar 26, 2019 at 10:53 AM
Understanding Payment Flows
What terms are used to describe payments and financial transactions? Payments - Member-to-TOTEM. The total charged to a customer's payment method. It...
Fri, Jul 27, 2018 at 8:55 AM