Your Membership Toolkit Account

Congratulations!  Your account is activated! It is an example of our Essential Plan. Dive in and explore to see if our solution will be a benefit to your organization. Our software is designed to be intuitive and easy to use— but if you would like some instructions, see the links below. 

 

The Essential Plan is a management tool for PTOs and includes:

  • A Basic Design Website with 10 pages
  • Integrated Database
  • Newsletter
  • Email
  • Online Directory
  • Online Sales
  • Volunteer Scheduling
  • Volunteer Hour Collection
  • Calendar

Consider our Premium Plan to have access to ALL the Membership Toolkit tools. Additional tools include:

  • A website with unlimited pages and many design options
  • Blogs
  • Financial Tools\
  • Customer Support "chat" option

 

 

 

GetTING sTarted

  1. Create a log-in and set your own password by clicking "Register" or "Log in".

  2. You will receive an email with a link. Click the link to verify your email, and you will automatically return to the Membership Toolkit account.
  3. Fill out the Registration information—your PTA parents will do these same steps later when they sign up.
  4. Spend time exploring the types of tools (forms) available for parents to make purchases, volunteer, etc.
  5. Take a tour of the "Dashboard" for administrators. These are the tools you and your board will use, but your parents will not see (accounting, email, volunteer management, member information, store inventory)
    If you do not see the Dashboard link, let us know and we will give you administrator powers.



  6. Invite other board members to create log-ins and explore the possibilities with you!

Videos, Articles & personal help

If you have any questions check out the Knowledge Base. You can also watch video webinars and read helpful articles any time by clicking the "Help" link inside the "Dashboard".