Adding a New Member Manually

PoolDues v.6 Documentation

Adding a New Member Manually

  Treasurer FAQ  

You can manually enter a member into your database in one of two ways. The first uses the Create Manual Payment option which is intended for logging offline-payments into the system.

Alternatively you can add a Member to your database by going to Board Member Dashboard > Members > Add Primary Account.

This method will have no affect on your year-end accounting or reporting. If your club Accountant or Treasurer decides to leave check payments off of your online reporting entirely, this is the best option to manually add someone as a New Member.

To Add a Member Manually

Step 1: From the Members section of the Board Member Dashboard, locate Add Primary Account

Note: Only your Membership Director, President, or Treasurer can do this.

Step 2: Fill in their information

To add a new member, enter their First and Last Name, Email address, Expiration Date, PIN, any Notes about them, and assign a Membership Product to their account (this is what they will get invoiced for).

If the Member you are adding still needs to pay for the current Summer (for example, if the current month is February), set an Expiration in YYYY-MM-DD format to sometime in the current year, preferably on or before your fiscal calendar year. So if members need to pay before April 1, set the expiration to April 1. This new member will be included in the next round of invoices.

If the Member paid by check for the current year, set their expiration at least a year forward. So for example, if it is February 1, 2020, set their expiration to February 1, of 2021. ย This member will not get invoiced when Mass Invoices go out.

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