Adding New Members: 4 Ways

  1. 1. Member: Add New Members

    Member: Add New Members

  2. 2. 4 Ways to Add New Members

    Transferring Existing Members, Manual Entry, Upload or Sending Registration Link

    4 Ways to Add New Members

1 - ADD EXISTING MEMBER (TRANSFER STUDENT)

  1. 3. Search by students name or email address. Select student and click "Add Existing Member" button.

    Search by students name or email address. Select student and click "Add Existing Member" button.

2 - MANUAL ENTRY

  1. 4. Add students information and click "Add Contact" button.

    Add students information and click "Add Contact" button.

3 - IMPORT

  1. 5. Click on Import Contact Data (.csv)

    Click on Import Contact Data (.csv)

  2. 6. Download the provided template and enter your members information. Name, email (personal email is preferred), grade and gender are required. Save template on your computer as .CSV

    Gender:

    Female, Male, Not Selected

    Grade: 5, 6, 7, 8, 9, 10, 11, 12, Collegiate Freshman, Collegiate Sophomore, Collegiate Junior, Collegiate Senior, Graduate, Alumni, N/A

    Download the provided template and enter your members information. Name, email (personal email is preferred), grade and gender are required. Save template on your computer as .CSV

  3. 7. Upload your .CSV template and click "Import Unpaid Students"

    Upload your .CSV template and click "Import Unpaid Students"

  4. 8. Upload you .CSV template again to reverify your information. and click on "Import Unpaid Student and Send Invitation Emails"

    Please do not re-map any of the other information on this page

    Upload you .CSV template again to reverify your information. and click on "Import Unpaid Student and Send Invitation Emails"

4 - REGISTRATION LINK

  1. 9. Copy link: https://connect.fbla.org/testhighschool/register.php and send to prospective members

    Link can be used to register advisers and alumni as well

    Copy link: https://connect.fbla.org/testhighschool/register.php and send to prospective members

  2. 10. Click on I am a student

    Click on I am a student

  3. 11. Student will fill out form and Submit

    Student will fill out form and Submit

  4. 12. The adviser will receive an email informing them that they need to approve a new account request. You can click on the blue "View pending accounts" link

    The adviser will receive an email informing them that they need to approve a new account request. You can click on the blue "View pending accounts" link

TRANSITION MEMBERS // CREATE INVOICE OR QUOTE

  1. 13. Members: Transition Members

    Members: Transition Members

  2. 14. Select unpaid students you want on your invoice from unpaid student list and then click "Transition to Member" button. Anyone with a Green $ with an arrow is already on an unpaid invoice.

    Transitioning Members = creating an invoice/quote

    Select unpaid students you want on your invoice from unpaid student list and then click "Transition to Member" button. Anyone with a Green $ with an arrow is already on an unpaid invoice.

  3. 15. Choose quote or invoice.

    Choose quote or invoice.

  4. 16. Click on Quote for Purchase Orders or go straight to Invoice.

    Click on Quote for Purchase Orders or go straight to Invoice.