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Getting Started with Member Splash - Part 1

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Welcome to Member Splash! Whether you just completed onboarding or you're taking over from a previous board member, this guide will help you get up to speed. Your Member Splash system is fully configured and ready to use - let's walk through everything you need to know to launch your season successfully.
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About This Guide

This is a 3-part series designed to take you from login to launch:

  • Part 1 (you are here): Access your system and understand what's been configured

  • Part 2: Test everything and add your admin users

  • Part 3: Prepare for launch and master daily operations

Member Splash is designed to be self-learning. We don't provide formal training sessions for new customers because we've built comprehensive resources that let you learn at your own pace, on your own schedule. This guide, along with our Help Center articles, video tutorials, and 24/7 AI assistant, will give you everything you need to become confident with the platform.
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Prefer hands-on training? If you'd rather have personalized training sessions or ongoing management support, we offer Concierge and Managed Member Splash services.


Step 1: Access Your System

Log in to your Member Splash dashboard using the credentials sent by the Onboarding Team to your email.

You'll be working in two main areas:

  • Member Splash Dashboard is your control center for managing members, processing payments, running reports, and handling day-to-day operations. This is where you'll spend most of your time.

  • WordPress Admin is where you manage your public website content - updating pages, adding announcements, and customizing what members see when they visit your site.

πŸ“– Start here: Member Splash Platform Overview- This 5-minute read gives you the big picture of how everything connects.
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Admin Users and Permissions: Not everyone needs access to everything. Understanding user roles now will help you add the right people with the right permissions later. Review Understanding Admin User Roles and Permissions to see what Board Members, Managers, and Staff can do.


Step 2: Understand What's Already Set Up

The Onboarding Team has configured your system based on your organization's specific needs. Before you start making changes, take time to understand what's already there and why it's set up that way.


Join Form: Your Member Registration Experience

The Join Form is what new members see when they sign up for the first time. It collects all the information you need. Your Application or Waitlist Form has been configured to match your organization's data requirements.
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πŸ“– Essential reading:

πŸ’‘ Important: Existing members use a different, simpler form when they renew. The Join Form is only for first-time registrations.

Account Types: Your Membership Categories

Account Types define the different membership categories you offer - Family, Single, Senior, Junior, etc. These were created based on your membership structure and pricing tiers. Review what's been set up so you understand how members will be categorized in your system.

πŸ“– Learn more: Understanding Account Types

Products: What Members Can Purchase

Products are anything members can buy - memberships, guest passes, late fees, pool rentals, or anything else you sell. Your products have already been configured with pricing, availability dates, and purchase rules. Understanding how products work is critical to running your season smoothly.
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πŸ“– Essential reading:

Payment Settings: How Members Pay You

Your payment processor has been connected and configured. Members can pay by credit card or ACH (if approved and activated). Review your payment settings to understand your processing fee settings and more.
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πŸ“– Learn more: Payment Settings Overview
β€‹πŸ“– Learn more: ACH Payment Processing Application

General Settings and Front Desk Settings

These control operational details like your facility's season start and end date, guest policies, check-in rules, and more. The Onboarding Team configured these based on your intake form, but you should review them to ensure everything matches your current operations.
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πŸ“– Learn more:


Getting Help When You Need It

You're not expected to know everything immediately. Member Splash Support is here to help you succeed.

πŸ’§ MSBot (24/7 AI Assistant) can answer common questions instantly, anytime day or night. Click the Need a Hand? button of any page to start a conversation.
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Member Splash Support Team (Monday-Friday, 6am-6pm EST) handles complex issues, technical problems, and questions that need human expertise. If πŸ’§MSBot, cannot assist you, a ticket will be automatically created and assigned to the team.

Help Center at support.membersplash.com has hundreds of articles, video tutorials, and step-by-step guides. Search for your question - most can be answered in 2-3 minutes.
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⚠️ Weekend support reminder: Live support is not available on weekends. If you're planning a major launch or event, schedule it for a weekday when the full support team is available to help if needed.

πŸ’‘ Before contacting support: Search the Help Center first, include screenshots when describing issues, and provide specific details like member names or transaction IDs. This helps the support team resolve your issue faster.



What's Next?

Now that you understand your system configuration, it's time to test everything before going live.

Before moving on, make sure you've:

  • Logged into your Member Splash Dashboard and WordPress Admin

  • Reviewed the Platform Overview article

  • Familiarized yourself with your Join Form, Account Types, and Products

  • Understood your Payment Settings and operational configurations

Ready to test? Continue to Part 2: Testing and Adding Users

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