online dues instructions english

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ZONTA INTERNATIONAL’S GUIDE TO PAYING DUES ONLINE Welcome to Zonta International’s online dues site. Please review the following information to help you understand the system. These instructions have been separated into three parts which are outlined below: PART 1: SECTIONS 1-2, LOGGING ON AND CHANGING YOUR CLUB’s USERNAME AND PASSWORD Part 1: Section 1 - Logging on Part 1: Section 2 - Changing your club’s username and password PART 2: SECTIONS 1-3, UPDATING YOUR CLUB’S MEMBERSHIP INFORMATION AND LIST Part 2: Section 1 - How to update your club’s current member information Part 2: Section 2 - How to resign members Part 2: Section 3 - How to add new members Please read the important statements below: Entering new members: Please note that Zonta International staff must manually bill new members after their names are added into the online dues system. Therefore, after entering a new member into the system, you should allow two U.S. business days for the new member to appear on your club’s online dues membership list. When their name appears on the online dues membership list, you may then pay their dues. You cannot do the following using the online dues system: o Reinstate members o Transfer members o Add or remove paid subscriptions o Charter new clubs and Z/Golden Z clubs o Add join dates to new membersZonta International will enter these

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Page 1: Online Dues Instructions   english

ZONTA INTERNATIONAL’S GUIDE TO PAYING DUES ONLINE

Welcome to Zonta International’s online dues site. Please review the following information

to help you understand the system. These instructions have been separated into three

parts which are outlined below:

PART 1: SECTIONS 1-2, LOGGING ON AND CHANGING YOUR CLUB’s USERNAME

AND PASSWORD

Part 1: Section 1 - Logging on

Part 1: Section 2 - Changing your club’s username and password

PART 2: SECTIONS 1-3, UPDATING YOUR CLUB’S MEMBERSHIP INFORMATION

AND LIST

Part 2: Section 1 - How to update your club’s current member information

Part 2: Section 2 - How to resign members

Part 2: Section 3 - How to add new members

Please read the important statements below:

Entering new members: Please note that Zonta International staff must

manually bill new members after their names are added into the online dues

system. Therefore, after entering a new member into the system, you should

allow two U.S. business days for the new member to appear on your club’s

online dues membership list. When their name appears on the online dues

membership list, you may then pay their dues.

You cannot do the following using the online dues system:

o Reinstate members

o Transfer members

o Add or remove paid subscriptions

o Charter new clubs and Z/Golden Z clubs

o Add join dates to new members– Zonta International will enter these

Page 2: Online Dues Instructions   english

o Use club credits towards your club’s dues payment

o Make partial payments for members

Please submit Form B to [email protected] to reinstate members, transfer

members, add/remove paid subscriptions and charter new clubs.

ZONTA INTERNATIONAL URGES YOU TO REGULARLY UPDATE YOUR CLUB’S

MEMBERSHIP LIST ONLINE EVEN IF YOU AREN’T PAYING DUES TO REDUCE

ADMINISTRATIVE WORK FOR YOU AND FOR ZONTA INTERNATIONAL.

PART 3: SECTION 1, PAYING YOUR CLUB’S DUES

Part 3: Section 1 – How to pay your club’s dues

After you are finished making updates to your club’s membership list, you can pay

their dues online.

The online dues system accepts Visa and MasterCard only.

Please pay your club’s dues in their entirety prior to logging out of the system.

Send an email to [email protected] to inform Zonta International whether

the new member that you paid for online is paying full year or ½ year dues if paying

between 1 December and 31 May.

Page 3: Online Dues Instructions   english

Part 1: Section 1 - Logging on

Before you log on, please note that Internet browsers such as Internet Explorer, Mozilla

Firefox or Google Chrome are recommended. Use of a mobile web device for this feature

will not work.

You will be required to log onto the online dues site using the username and password sent

to you from Zonta International unless you have changed it in the system.

Please review the following steps to successfully log onto the online dues site.

Part 1: Section 1 – A

Open the Zonta International website (www.zonta.org) and select “Pay Dues Online”

under Member Resources. This feature is available to club presidents, club

treasurers and district treasurers.

Page 4: Online Dues Instructions   english

Part 1: Section 1 - B

Enter the username and password that Zonta International provided your club as you

see it which will include a combination of letters and numbers. Please be advised

that the username and password that you have been provided with is case sensitive

and if you do not enter the entire the combination as it is stated, you will not be able

to log on. After you have finished entering your information, select “Login.”

Page 5: Online Dues Instructions   english

Part 1: Section 2 – Changing your club’s username and password

Part 1: Section 2 - A

If you would like to change your club’s username and password for online dues,

select “Personal.” Changing your club’s username and password is not a

requirement, only an option if you wish to do so.

Page 6: Online Dues Instructions   english

Part 1: Section 2 - B

Select “Profile.”

Page 7: Online Dues Instructions   english

Part 1: Section 2 - C

A tab that says, “Username & Password” will appear. Select this tab.

Part 1: Section 2 - D

Enter the fields marked with an * next to them and select “Save.”

Part 2: Section 1 – How to update your club’s current member information

Page 8: Online Dues Instructions   english

You may update contact information for your club members at any time – whether you are

paying dues or not. We strongly urge club leadership to visit this site to update your

club members’ information when changes occur to reduce administrative work for

you and for Zonta International.

Depending on whether your club has already paid its dues or not, you will receive one of the

following two screens after you have logged in. Both situations will allow you to view

your club’s membership list by selecting “Manage Roster.”

If your club still has dues to pay you will see the screen below:

Page 9: Online Dues Instructions   english

If your club has already paid its dues you will see the screen below:

Part 2: Section 1 - A

Choose “select” next to the member’s name who you wish to make updates for. You

can also renew your Z and Golden Z clubs using the online dues site.

Page 10: Online Dues Instructions   english

Part 2: Section 1 - B

You will automatically be directed to the “Personal” page. Please make the

necessary updates to the member’s record.

Page 11: Online Dues Instructions   english

Part 2: Section 1 – C

Please note: If you reside within the US, please choose “U.S. Labels Only” next to

“Language” towards the bottom of the screen. If you reside outside of the US,

choose the language that fits your club’s needs. When you are finished making

updates select “Save” at the bottom of the page.

Page 12: Online Dues Instructions   english

Part 2: Section 1 - D

If you have any address updates to make please select “Address.”

Page 13: Online Dues Instructions   english

Part 2: Section 1 - E

Once you’re on the Address page, select “Edit” to make any changes to the

member’s home address and save the changes. You may also add information under

“Business” and “Courier Address.” Save any updates that you wish to make.

Page 14: Online Dues Instructions   english

Part 2: Section 1 - F

When you are finished making updates to the member’s address select, “Return to

your record.” This is one of the first steps in directing you back to your club’s

general membership list.

Page 15: Online Dues Instructions   english

Part 2: Section 1 - G

You will then be taken to the page shown above. Once here select, “Manage Roster”

to be directed to your club’s list of members.

Page 16: Online Dues Instructions   english

Part 2: Section 1 - H

The club’s list of members is shown above.

Page 17: Online Dues Instructions   english

Part 2: Section 2 - How to resign members

We urge you to visit this site to resign members from your club when you are notified

of a resignation.

Part 2: Section 2 - A

Select “delete” next to the name of the member who you wish to resign. You may

also resign Z and Golden Z clubs using the online dues site.

Page 18: Online Dues Instructions   english

Part 2: Section 2 - B

Select the reason for resignation and then select “Remove.” Your membership list

will immediately reflect the member that you just resigned.

Page 19: Online Dues Instructions   english

Part 2: Section 3 - How to add new members

Part 2: Section 3 - A

After you have logged in select, “Manage Roster” to be directed to the screen where

you will be able to add new members to your club.

Page 20: Online Dues Instructions   english

Part 2: Section 3 - B

Select “Add Member” for any new members you wish to add to your club.

Page 21: Online Dues Instructions   english

Part 2: Section 3 - C

Enter the information in each field. When finished, select “Continue.” If the new

member does not have an email address, you may either create a new account for

them or send Zonta International Form B.

Page 22: Online Dues Instructions   english

Part 2: Section 3 – D

Select “Classified Member” on the dropdown menu and complete the fields marked

with an * next to them.

Page 23: Online Dues Instructions   english

Part 2: Section 3 - E

When finished select “Continue.”

Page 24: Online Dues Instructions   english

Part 2: Section 3 - F

Enter all contact information and select “Save.” It takes two business days for new

members to show on the online dues membership list. After these members show on

your club’s list, you may pay their dues online. To return to your club’s payment list,

select “Return to Your Record” at the top of the screen, then select “Manage Roster.”

From there, choose “Member Resources” at the very top of the screen and then

select the “Pay Dues Online” button. You will not have to enter your login

information again.

Page 25: Online Dues Instructions   english

PART 3: SECTION 1, HOW TO PAY YOUR CLUB’S DUES

Renewing your club’s membership dues is a process that can be done in just a few steps.

Part 3: Section 1 - A

Once you have logged into the online dues site, you will see a screen that looks like

the one above if your club has members to renew. New members that you have

added will appear on this list after two US business days from the time you entered

them into the online system.

Page 26: Online Dues Instructions   english

Part 3: Section 1 - B

Select the box next to all members who you wish to renew.

Page 27: Online Dues Instructions   english

Part 3: Section 1 - C

Select “Next” when you are finished selecting your club’s membership renewal.

Page 28: Online Dues Instructions   english

Part 3: Section 1 - D

Your club’s total will appear for all renewing members you selected. If you decide

that your list needs further editing, you may select “Edit” or if you are satisfied with

your final selection, you may choose “Next.”

Page 29: Online Dues Instructions   english

Part 3: Section 1 - E

The above screen will appear. Select “Add Selected Items to Cart” to finalize your

selection.

Part 3: Section 1 - F

The club treasurer’s email address will automatically appear. Please review this

email address to ensure that this is where you would like your receipt confirmation

sent. When you are finished select “Next.”

Page 30: Online Dues Instructions   english

Part 3: Section 1 - G

Complete the fields with as much information as you can provide noting that the

fields marked with an * are required. Please note that you are able to pay online by

using either Visa or MasterCard only. When finished select “Next.” You may also

choose “Previous” if you need to edit your club’s information.

Page 31: Online Dues Instructions   english

Part 3: Section 1 - H

After you have reviewed your Dues Grand Total, select “Submit Order” to process

your club’s payment. You may also choose “Previous” if you need to edit your

club’s information. A payment confirmation will be sent once you have submitted

your club’s dues payment.

A membership list will not be included in this confirmation email. Please visit this

site to review your club’s current list of members.