Knowledge base

Member Splash Training (2)

Become a Splash Expert!

Member Splash University - Video Training (3)

• Step 1 - Training based on Plan Level - Member Splash University
• Step 2 - Training based on Club Role - Member Splash University
• Step 3 - Training based on Topic - Member Splash University

Past Webinar Video Training (1)

• Q&A Video Library - Table of Contents From Our Facebook Group

Tickets & the Support Portal (1)

Steps to log in to the support portal here you can submit a ticket and track its progress.

Support Portal (2)

• Using Knowledge Base, Forums, Submitting a Ticket & Logging into the Support Portal
• Solutions Article Organization - how to find things quickly

Join Our Facebook Group (1)

Ask questions & post advice!

Member Splash Community (1)

• Join the Facebook Group

Forms Library (1)

Download Form Templates!

Download Form Templates (1)

• Search, Download and Install pre-made forms from our form template library

Best Practices (2)

Find new board training materials as well as a complete post season clean up list here!

Seasonal Tasks (4)

• New Season Checklist
• End of Season Wrap-up
• Annual Contact Record Cleanup

View all 4

Accounting (1)

• Basic QuickBooks Processes

Need More Income for your Club? (1)

Sell merch with a SquadLocker store!

Sell Club Merch with Squadlocker (2)

• Boosting Merch Sales with SquadLocker
• Adding Squadlocker Advertisements to your Website

Dashboard - Member Splash Menu bar (1)

This category details out the screen that appears when you select the MS dashboard

Overview of Menu Bars in Member Splash (1)

• Dashboard & Member Splash Menu Bar Overview

Admin (2)

Contains the information you need to manager your admin users. Includes the access each person has and how to update the access.

Users Tab (2)

• Admin User Roles: Permissions & Capabilities - Overview
• Adding & Updating an Admin User (Board, Manager, Staff) - Changing a User Role

User Roles Tab (1)

• How to Properly Set Up a Board Level Admin Account (Do not Update their Member Account)

Membership (5)

Contains information on Accounts and Member screens

The Accounts Tab (8)

• Membership Account Screens - Bulk Updates (Update Payment Status, Acct Types/Tags, Guest Credits & More)
• Membership Account Screens - Membership Account Filters & Download Reports
• Change, Add or Remove - Account & Member Types, Tags, Custom fields

View all 8

The Members Tab (3)

• Members Screen-Member Screen Filters, Reports & Downloads
• Update an Account (example add a Member to an Account)
• The Change Log - Member Level (View updates made to accounts)

Basic Actions Within Account Screens (5)

• How to Close an Account & Closed Accounts
• An Inactive Account Type vs Inactive Account vs Closed Account
• Adding a Custom Field to Your Members' Accounts

View all 5

More - Basic Actions Within Account Screens (4)

• Change the Payment Status of an Account & Member
• Adding / Viewing Check-In Notes
• How to "Switch to" a Member Account

View all 4

Account Notes Tab (1)

• Account Notes Features

Front Desk (5)

Learn about our front desk checkin feature and Visits reporting!

Front Desk Checkin Tab (2)

• Checking Members In at the Front Desk
• Checking Members Out at the Front Desk

Front Desk Photos Tab (1)

• Taking Member Photos at the Front Desk

Visits Report Tab (1)

• Visits Report - View member, guest & credit usage

Guest Passes/Credits (3)

• Configure Guest Credits Settings
• Checking in Guests and Purchasing Guest Credits at the Front Desk
• Guest Checkin - Using Existing Credits

Self Check-in (4)

• How to install the Member Splash App on a mobile device
• Self Checkin for Members
• Self Checkin for Admins

View all 4

Reservations (3)

Encourage your members to get engaged within your community.

Reservations (5)

• Reservations System Overview
• Reservations - Members Canceling & Modifying (Members View)
• Reservations - Setting limits on your Group Facilities

View all 5

The Harder Stuff (4)

• Reservations and Taking Payments
• Reservations - Download Report
• Reservations - Timeslots Enabled & Single Account Per Time Slot

View all 4

Reservations from your Members Perspective (2)

• Putting the Members reservations on their calendar
• Managing & Viewing Members Reservations

Point of sale (2)

We provide a simple point of sale system for our Essentials and Premium customers - learn more about our POS system here

Point of Sale - The Basics (4)

• Point of Sale 101 - Setting up your snack bar items/products (Pool Admin)
• Point of Sale 102 - Selling Snack bar Items (Club Staff)
• Point of Sale - How Orders Display & Roll up

View all 4

Point of Sale - The Harder Stuff (7)

• How To View Orders, Create Bills and View Bills in Point of Sale
• How Members Pay their 'On-Account' Invoices (with check boxes)
• How To Make a Payment on Your Account (Members View- no check boxes)

View all 7

Finances (5)

This section contains articles that cover the Orders, Payments, Guest Pass Sales, Create Bills and View Bills screens

View Orders (4)

• Orders screen
• Delete a 'Bill' or 'Child Order' (Items you can't delete via View Orders)
• Recording Check Payments

View all 4

View Payments (1)

• Payments screen

Guest Pass Sales (Orders) (1)

• Viewing Guest Pass Orders & Sales

Create Bills (2)

• Creating the Bills
• 'On account' v 'Credit Card' payments (Finances and Front Desk)

View Bills (1)

• Bills & Viewing Payments in the Dashboard

Dashboard - WordPress Menu bar (1)

Take a tour of the WordPress Menu Bar

WordPress Menu Bar (1)

• Dashboard & Wordpress Menu Bar Overview

Member Splash Settings (1)

Set up and customize your Member Splash like a pro!

Overview (7)

• Member Splash Settings
• Member Splash Settings - Front Desk Settings
• Members Splash Settings - Payment Settings

View all 7

Payments (3)

Getting paid is critical to your organization's goals.

Authorize.net (6)

• Logging in to Authorize.net
• Refund Authorize.net Payment
• Review Failed Credit Card Transactions

View all 6

Payments (3)

• Make an Offline Payment for your Member
• Overview of the bank account transfers
• Deleting orders which ones, how, where and where not!

Payments - Member View (2)

• How Members Make Online Payments - Video
• Using the "Card on File" Payment Method

Manage Email (1)

This category contains all the "Member Splash Email and Forwarders"

Email (5)

• Managing Email Accounts & Forwarders (Aliases)
• Connecting and Checking email
• Using Gmail to Check Pool Accounts

View all 5

Reports and Exports (1)

This folder contains articles on Member Splash reports

Reports and Exports (2)

• Export Data - (Accounts, Members and Payments)
• Transactions Report

MailChimp (2)

This folder contains articles that cover Mailchimp and how it intergrates with Member Splash

Mailchimp (6)

• MailChimp 101 — Pricing, User Guides and Tutorials
• MailChimp FAQ's - Syncs, Bounces, Unsubscribes, Orphans & more
• Create a Segment in MailChimp

View all 6

More on Mailchimp (3)

• Managing Contact Info in Email Footer
• Re-subscribe a member in Mailchimp
• Using Merge Tags to Personalize Emails

Posts (1)

This folder contains information on making updates to posts.

Posts (2)

• How to Add a Pdf to a Post
• How to Add a Post

Events (2)

Learn all about the Event Calendar feature here!

Calendar Events (5)

• Event Calendar - Build Categories & Color code them for easy access
• How to Create Calendar Events
• Events Organiser Shortcode Usage

View all 5

Calendar Events - for advanced users. (4)

• Using the Events Calendar
• Link an External Calendar to Your Site
• Find Your Google Calendar Public URL

View all 4

Products (6)

These article show you how to set up a new charges or discounts for your members. (Products can be fees, dues, discounts, penalties, late charges, bonds etc.)

Products - The Basics (6)

• Products 101 - The Basics
• Add a New Product - Overview - Flat Rate Pricing
• Add a New Product - Per Member Pricing

View all 6

More on Products - The Basics (3)

• Set up a House Guest Product (Nanny Pass)
• Add a New Product - Guest Pass Pack or Booklet
• Make Products Active / Inactive & Schedule Live Date

Fee Types and Account Tags (4)

• Fee Types - Use and Importance
• Create a New Fee Type & Editing Fee Types
• Ordering Charges on Member Invoices - Sorting By Fee Type

View all 4

Building Late Fee and Discount Products (2)

• Automate Late Fees
• Add a New Product - Global - Discount, Late fee or Penalty

Building Account Balance/Credit & "Special Pricing" Products (2)

• Build an Account Balance or Credit Product
• Building A "Special Pricing" Product

Products - Advanced Configuration (3)

• Post Payment Actions
• Show / Hide / Require Rules
• And / Or conditions for Next Rule Relationships

Forms (6)

Helpful hints for building Gravity Forms!

Forms Overview (8)

• Gravity Forms Interface Explained
• Gravity View for Forms - Overview
• Gravity View - Posting Entries

View all 8

Forms Pricing Charges (3)

• Adding an Authorize.net Feed on your Form
• Adding a Service Fee to Forms
• Forms - Creating Pricing and Payments

Form - Settings (4)

• Restrict Forms to Logged in Members
• Limit Form to One Entry Per Account
• Confirmations v/s Notifications on Gravity Forms

View all 4

More on Forms (8)

• Pre-Populate Forms
• Using Conditional Logic in Forms ~
• Adding CAPTCHA to your forms

View all 8

Member Splash Account Fields (3)

• Acct ID Field in Forms
• Account Types Field
• Gravity Forms Account Tags Add On

Forms - Members Splash Templates (2)

• Waiver Forms
• The Process Flow on Waiver Forms

Pages (2)

Expand your knowledge of WordPress pages here!

Pages - Website Content Updates (9)

• Add a New Page to Your Website (The Basics)
• Adding and Removing Menu Items on Your Website
• Restricting Access to Pages

View all 9

The Harder Stuff (5)

• Widgets
• Add "Make a Payment" icon to Your Member Account Screen
• The Twitter Feed has been decommissioned (Fall 2022)

View all 5

Wait List & Offered Membership (1)

Learn more about your Waitlist form

Wait List (4)

• Editing Waiting List Forms
• Offering Membership to your Wait List/New Membership
• Sample letter for Offering Membership to Applicants

View all 4

Welcome To Member Splash - Let us help you get started (5)

The How-to's in getting your old system converted to your new system.

Migrating From Another Platform (3)

• Exporting Member Data From RecDesk
• Exporting Member Data from Wild Apricot
• Exporting Member Data From eSoft Planner

Formating Data (3)

• Data Formatting Tips
• Data Formatting Instructions
• How to Prepare Your Initial Welcome Letter for Snail Mail

New Set-up Instructions for MailChimp (4)

• How to get started with Mailchimp (Bulk Email)
• Introducing Member Splash to Your Members
• Mailchimp Email Setup

View all 4

Premium Domains (3)

• Custom Domain Name and DNS Options
• Invite Member Splash as a GoDaddy Delegate
• Pointing your nameservers to Member Splash

HOA Setup (1)

• HOA Setup Explained

General Equipment (1)

Visit these articles for hardware suggestions

General Equipment (3)

• Recommended Front Desk Equipment
• Barcode Scanner & Custom Barcodes
• Add a credit card reader that works with Member Splash