Welcome to Member Splash! Whether you just finished onboarding or you're taking over from a previous board member, this 3 part series takes you from login to launch. Each step has a short video. The linked articles are there when you want more detail.
Part 1: Get to know your setup (you are here)
Step 1: Log in and tour your dashboard
Log in with the credentials the Onboarding Team emailed you, then watch this tour of your dashboard and menus.
Prefer to read? Dashboard and Navigation Menu | Big picture: Platform Overview for Board Members
Step 2: Review what Onboarding set up for you
Your system was configured from your intake form. Look these over before changing anything:
Join Form: what new members fill out to sign up. Understanding the Join Form | Adding an application fee
Account Types: your membership categories, like Family, Single or Senior. Account Types vs. Member Types
Products: everything members can buy. Read these in order: Fee Types, Products 101, then Show/Hide/Require Rules.
💡 Good to know: The Join Form is only for first time members. Returning members renew by logging into their account.
Step 3: Check your settings
These two videos cover your site, member, payment and front desk settings, including season dates, guest policies and processing fees.
Articles Collection: General Settings
Getting help
💦 Splash, our AI assistant, answers questions 24/7. Click Get Help Now at the top of any page. If Splash can't solve it, a ticket goes to our team automatically.
Support Team: Monday to Friday, 6am to 6pm ET.
Help Center: search articles and Video Training by menu.
⚠️ Limited live support on weekends. Plan launches and big events for a weekday.
Before Part 2, make sure you've:
Logged in and watched the dashboard tour
Reviewed your Join Form, Account Types and Products
Checked your settings