If you have memberships that were paid offline, such as by cash or check, you can manually enter these members by navigating to Memberships, then Members. From the three-dot menu, select the Add Cash/Check Member option and complete the form for each new membership sold. This will add the member to your site and member list and (optionally) send a receipt to your new member. For PTAs, this ensures members are counted for state dues, and the member receives their membership card.
How to Manually Enter Memberships
Click Memberships and Members on the toolbar.
Click the three dots next to the Change Year button and select Add Cash/Check Member.
Choose the membership item the member purchased from the drop-down box.
Note: If you do not see any membership types here, this is likely because you do not have any memberships live in the store. Follow these steps to update your Membership Items first, and then come back to these steps.
Fill in the form and click Save.
Price Paid - This is the price you collected for the membership.
Check Number (optional) - Enter a check number or a short word as a reference for yourself.
School Year - This refers to the year for which the membership is valid, typically coinciding with the current school year.
Member Type - This refers to the member type assigned to this member according to your bylaws, such as Parent-Guardian or Student.
First Name - Enter the Member's first name.
Last Name - Enter the Member's last name.
Email - Enter a unique email address for the member. If you do not have an email address, you can skip the email and only enter a phone number below. A unique email or phone number is required for each non-student member. Students do not need a phone number or email.
Mobile - Enter the member's phone number. If you don't have a phone number but do have an email, that's okay. Enter only the email.
Send Membership Receipt - Check this box if you want the member to receive a receipt. This is an easy way for members to receive their membership card, but they can also locate it in the Givebacks app under the Wallet tab.
5. You are done! These members are now on your members list under Memberships > Members. The payment Type will say Cash or Check. (Memberships purchased through the online store will say "Credit Card").
Questions? Click the "?" icon to contact Givebacks Support.