Getting Started


Member Splash is happy to roll out our BETA version of the Membership Account ScreensThis upgrade is Phase Two of the roll out, so check back for new features. 


For more information on Phase One features click here


Phase Two implements the ability to global bulk chances by your pool administrator:  


1. Bulk updates to Change Payment from Paid to Unpaid. 

2. Bulk updates to Change Account Type. Most commonly used to move members from the waitlist to offered Membership.

3. Setting & Resetting Guest Credits for your club members. We have improved the system so that you can:

    a) add credits

    b) reset them to zero at the end of the season 

    c) reset them to any amount you like



Instructions for making bulk changes to members payment status


1. In this example we will be updating all of our members to UNPAID so that we can start collecting payment for next season. 2. Go to your Members Splash Dashboard Screen.  You will see a new Membership drop down *BETA.
3. Click Membership>>Accounts

 

 

 


4. The following screen will appear.     

 - You can use the drop-downs to the left to filter using the old method. 

 - You can move the columns to see the data you need edit more clearly (in this example the 'Payment Status'). 

 





5. The Manager Filters button offers the ability to select a specific account type account type if you so choose. For a full overview of that functionality please see Phase One features.  In this example we are selecting all of our members so no filter is need. 


6. Under Bulk Actions, select 'Change Payment Status' 


7. Select the account you want to change to UNPAID (in this case all of the accounts)

8. The START ACTION button will appear. Click START ACTION. 



9.  You will be given a notification of the number of accounts you are selecting & the Select Payment Status you want.



10. Select the payment status. 



11. Because the system must update MailChimp with the payment status, the update may take a few minutes.



Instructions for Making Bulk changes to Guest Credits

 

Clubs use guest credits in many ways and each club has their own policies and procedures for them. They apply them, reset then, purchase them and give them away in different ways and manners.  This function allows clubs to easily make changes to their members guest credits.   


You can now add a specific # of credits to each account, reset them to zero, or set them all to the same number by applying the filter, selecting and clicking a button. 


1. In this example we will be updating the Guest Credits for our members to 15. 

2. Under Bulk Actions, select 'Update Guest Credits' 

3. Select the accounts to change the guest credits (in this case all of the accounts filtered)

4. The START ACTION button will appear. Click START ACTION. 

 



5.  You will be given a notification of the number of accounts you are updating & the Action  you want to take.



6. Select the how you want to update the credits (add, Set Credits to a number of your choice or Reset Credits to 0) 

7. In this example we are setting the number of credits to 15 for everyone list have filtered. 



8. Click Update and you are done. 



Instructions for Making Bulk changes to Account Types. 



Most clubs have stable membership types but on occasion there is a need to do a mass move of members from one account type to another. The most common move of this nature is moving accounts from the Waitlist to the Offered Membership category.  



1. In this example we will be moving 4 waitlist members to offered membership.  

2. Under Bulk Actions, select 'Change Account Type' 

3. Select the accounts to change  (in this case all of the accounts filtered)

4. The START ACTION button will appear. Click START ACTION. 

5.  You will be given a notification of the number of accounts you are updating & the Action  you want to take.




6. Select the Membership Type that you want to update these accounts 

7. In this example we are setting them to 'Offered Membership' 



8. Click Update and you are done. 


 



Watch the Video! 


Check back for Video updates this week!