Testing your Membership Products is a critical step to ensure that pricing, visibility, rules, and post-payment actions are set up correctly before you go live with members. Member Splash provides a built-in Admin Test Account for this purpose.
This article walks you through how to test your membership setup, verify rules, and confirm post-payment actions.
Step 1: Use the Member Splash Admin Test Account
During your onboarding, Member Splash created a Member Splash Admin account. This account is designed specifically for testing your membership products.
Use a single member on the account for flat-rate memberships.
Add several members if you need to test per-member pricing.
Step 2: Open Two Browser Windows
For faster testing, we recommend using two browsers:
Window 1 (regular browser): Log in as an Admin user, and open the Admin Test Account to adjust account types, tags, and payment status.
Window 2 (Incognito/Private window): Log in as the test member to see what membership products display on invoices.
This setup lets you:
Change settings on the left (Admin window).
Refresh the invoice on the right (Incognito window) to see the impact.
Repeat as needed until membership products appear as expected for each account type.
Step 3: Enable Check Payments for Testing
To fully test membership products, you’ll need to enable Check as a payment option.
Go to Payments > Settings > Payment Options.
Ensure Check is selected.
During testing, submit payments using the Check option.
After submitting a payment:
Go to Finances > Orders.
Select the order and click the three dots next to the order > Record Payment
Enter a check number to process the order.
Once processed, the payment status will switch to PAID and any Post-Payment Actions will trigger.
Step 4: Verify Post-Payment Actions
After payment, review the test account to confirm:
Tags were added, replaced, or removed as expected.
Account types changed correctly (if that’s part of your setup).
Any rules (such as “required” vs. “optional” membership products) are behaving correctly.
Step 5: Things to Check During Testing
Here are common areas to review for membership products:
Rules: Required membership products should display without checkboxes; optional ones should display with checkboxes.
Account Type Visibility:
Example: Babysitter Pass should show only on Family memberships, not Single memberships.
Example: Late Fees should apply to Family/Single memberships, not to Offered Memberships.
Seasonal Fees: Verify that Early Bird or Late Fees appear only for the right membership types and dates.
Post-Payment Actions:
Offered Membership accounts move into the correct account type after payment.
Tags are added. For example, buying a Dive Team product adds a Dive Team tag so you can send segmented emails.
Step 6: Test Until Confident
Depending on your setup, testing may be quick or more detailed:
Simple membership setups: Only a handful of invoices may need testing.
Complex membership setups (multiple fees, passes, add-ons): You may need to test 20–30 invoices to confirm accuracy.
Step 7: Delete Test Orders After Testing
Once you’ve confirmed that your membership products work as intended, it’s best practice to clear out test data so your reporting stays accurate.
Go to Finances > Orders.
Locate the orders associated with your test account.
Select the order and choose Delete Order.
This will remove the transaction from your reporting.
If the order created tags or changed account types, make sure you manually reset the account as needed.
Summary
Testing membership products ensures your members will see the correct fees, add-ons, and rules — and that your club collects the right payments. By using the built-in Admin Test Account, Incognito browsing, and check payments, you can confidently confirm your setup before launch.
If you have questions or run into issues while testing, please reach out to Member Splash Support.