What is an Offline/Manual Member?
A member who has joined your association in person via cash or check.
Register Offline/Manual Members using the Form
Note: You must have at least 1 member register online via TOTEM before you will able to register offline members.
- Click the Members menu
- Click [Actions]...Register/Invite Member
- Fill out the primary member's First Name, Last Name, Email Address and Membership type
- You can add associated members by clicking on the + Associated Member
- Fill out the amount the member paid, pay method and payment date.
- Click on Save and Invite New Members
What benefits do Manual Members get?
- Email with a link to download e-membership cards for them-self and all family members
- Ability to add a payment method and enable auto-renewal for the next school year
- Full access to the dashboard to opt-out of communications, etc
Why is an email required for Manual Members?
Our system requires that each family have an email address associated with it in order to deliver a welcome email, enable members to manage their communication preferences, download e-membership cards, renew their memberships online, and to make donations to your association. An email address is not required for associated members that are added to primary members.
Is there a fee for Manual Members?
There is currently no additional fee for members added by leaders as Manual Members if your association is properly utilizing online membership as well.
Will I be able to enter in the Membership/Donation Amount?
Yes, you will be able to enter in the membership amount, but as of now, we don't store that amount in any report. Please enter the membership amount in the dues field and enter the donation amount in the notes field. Also, after entering the membership amount, you will not be able to go back and edit the membership amount. If you would like the membership amount to be updated, please email email@example.com and TOTEM can update it for you.
As a leader, will I still need to remit payment for manual members to my Council?
Yes, as a leader you will still need to manually remit payment to your Council for all the members you have entered manually into TOTEM. TOTEM will only remit payment to UNIT/COUNCIL/DISTRICT/California PTA for memberships/donations that have been made online.
Can I delete manual members that I have entered by accident?
Yes. Click on the membership you want to delete. Click Actions..Delete.
After entering the manual member, can I go back and change the sign up date?
No, the sign up date on the card is the date you entered the member into the TOTEM system.
As a PTA leader, when you are entering in manual members under payment details, we have a payment date. This becomes the member since date, and it defaults to the date of entry. If you want to specify a different payment date / member since date, you need to set this field
How will members be able to download their membership card?
Once the PTA leader has entered the manual member into TOTEM, the member will receive a welcome email from TOTEM. In the email will be a link to login to TOTEM. Once the member has logged into TOTEM, the member will
- Click [memberships]
- Click [membership details]
- Click [download card]