Your website can determine which of your users and students are paid members of your organization, and which are not.  It does this by analyzing all of the products purchased within the current school year, and assigning membership based on those purchases.  For example, you may choose to sell a "PTA Family Membership" product on your website, and this product may be worth 2 adult memberships.  If one of your users purchases and pays for this product, then he or she is now considered a paid member.  But also, because that product is worth 2 adult membership, his/her spouse (co-parent) is also now considered a paid member.

In order for the system to do this analysis, you must provide the system with the information about which products you are selling that include paid memberships.  The system does not assume anything about your products simply because they may contain the word "membership" in their title, or that they may belong to a program called "Membership".  You have to be explicit about what your membership products are and how many memberships they are worth.  To configure these settings, go to Site --> Paid membership settings.

On this page, you should add an entry for each of the different membership products you offer.  This page will only work correctly if you have already added your membership related products into the system in order to start selling them.  If you have not yet done this, first go to Packets --> Products to add your products for sale into the system.

For each of your membership products, you can choose how many adult members, how many student members, and how many either members that product is worth.  For example, many PTAs sell an Individual Membership which may be worth 1 Adult Member.  In this case, you should configure your Individual Membership product as follows:

In the above example, a user purchasing a PTA Individual Membership would become a paid member, but their spouse would not.  If the user purchased 2 PTA Individual Memberships, then both the user and their spouse would be considered paid members.

Or, if you allow students to become PTA members, then it may be the case that your Individual Membership can be used for either an adult or a student.  If this is the case, then set your Individual Membership product as follows:

However you configure your Individual Membership, make sure that the sum of all three numbers adds up to 1, because that Individual Membership should only be worth 1 member.

If you sell a PTA Family Membership that is worth 4 members, you may want to configure it like this:

What this means is that purchasing a PTA Family Membership gives you a maximum of two adult members and two student members.  If a family consisting of 1 adult and 3 students purchased a PTA Family Membership in this case, then only the one adult and two of the students would be considered paid members.  The third student would not qualify.  However, you could do this instead:

In this case, the system will take the 1 adult and all 3 students, and treat them all as paid members.  

Setup sponsored membership.

Some PTAs will want to setup “Sponsor a Staff” Membership as a qualified membership product for families to gift. Please note that every product in the "Paid Membership Setting:" will be used to count towards the purchasing family. For sponsored membership there are some manual assignment work needed.

1. The "Sponsor a Staff member" product which is intended for parent to purchase should not be added to the "Paid Membership Setting:".

2. Another product like "Assigned Sponsor a Staff member" product should be created (likely as free product) and added into "Paid Membership Setting:", while make sure no packet reference this product, so someone won't be accidentally purchase it.

3. For each "Sponsor a Staff member" product parents purchased, admin need to ensure the Staff member has an account created on the site (Admin may choose to create this account on behalf of the Staff if needed), manually create an order for the Staff member in Staff's account which contains that "Assigned Sponsor a Staff member" product, so the Staff member will be counted as Member correctly. Admin may also want to update the original parent order, adding a note that this Sponsored product is used, and to which Staff, for book keeping, or Admin can just count total # of "Sponsor a Staff member" product order and "Assigned Sponsor a Staff member" product order to make sure they matches in #, at least is not over assigned.