Welcome to the Board! Each role has specific responsibilities within Member Splash. This checklist will help you get oriented and ensure a smooth transition.

All Board Members

Read the Member Splash Platform Overview for Board Members for a complete walkthrough of how accounts, payments, renewals, and check-in work together.
Review our Getting Started article.
Meet Poseidon, your AI assistant on the dashboard, ask it things like "How do I set up a reservation facility?" for a quick answer.
Bookmark the Support Tools and Resources. Note: Help Center articles now require login, so you'll be prompted to sign in if you're not already.
Understand how to engage Member Splash Support.
Join the Member Splash Community Group.
Share your contact info with the rest of the board.
Review your club's bylaws and key policies.

President / Vice President

Primary Focus: Oversight, leadership, and ensuring smooth club operations.

Use the Board Member Transition Template to receive a structured handoff from the outgoing board member.
Confirm access to the club's Member Splash admin account.
Review User Roles & Permissions so you know who can access what.
Familiarize yourself with Financial Reports for high-level activity.
The admin dashboard is mobile-responsive, so you can check in from your phone between meetings.
Ensure the board maintains current Contact Information in Member Splash.
Coordinate with Treasurer and Membership Chair on financial and membership trends.
Review renewal deadlines and seasonal setup timelines.

Treasurer

Primary Focus: Finances, payments, reporting.

Use the Board Member Transition Template to receive a structured handoff from the outgoing Treasurer.
Confirm access to Financial Reports in Member Splash via the Finances menu.
Review Best Practices for Reconciliation and adjust internal processes.
Learn how to run Reports for reconciliation.
Review Payment Processing Settings.
Review current Products and adjust pricing.
Understand how to export reports for bookkeeping/accountant.
Monitor for duplicate transactions or chargeback disputes.

Membership Chair

Primary Focus: Member accounts, applications, and renewals.

Use the Board Member Transition Template — Membership Chair to receive a structured handoff from the outgoing Membership Chair.
Learn how to manage a waitlist and offer memberships.
Review process for renewals (email reminders, payments).
Get comfortable with managing accounts (adding/removing members).
Understand guest passes and credits.
Get familiar with Communication Tools within Member Splash: Email Campaigns, Announcements, Push Notifications, SMS Texting.
Train seasonal volunteers on check-in workflows, including QR code check-in if your club is using the member app.

Secretary / Communications

Primary Focus: Documentation and member communications.

Use the Board Member Transition Template to receive a structured handoff from the outgoing board member.
Learn how to send segmented and broad emails from Member Splash.
Get familiar with Communication Tools within Member Splash: Email Campaigns, Announcements, Push Notifications, SMS Texting.
Review event sign-up forms (swim team, lessons, parties).
Ensure board documents (minutes, policies) are stored and accessible.
Confirm website content is current (hours, rules, contact info).
Coordinate with Membership Chair on renewal reminders.

Facilities / Operations Chair

Primary Focus: Pool operations, staffing, vendors.

Use the Board Member Transition Template to receive a structured handoff from the outgoing board member.
Review Check-In Dashboard and how staff use it, including QR code check-in if your club is using the member app.
Get familiar with the Staffing Module for scheduling and managing staff.
Confirm lifeguards/managers have the correct user role permissions.
Review the Point of Sale setup for facility purchases (concessions, merchandise, etc.).
Understand how to track guest passes and facility usage.
Learn how to run reports on member visits for staffing decisions.
Ensure emergency contacts and rules are displayed on the member site.

Recommended:
Front Desk Check In
User Roles and Permissions
Visits Report
Guest Credits- Front Desk Purchase
Staffing - Getting Started

Events / Social Chair

Primary Focus: Club events, vendor coordination, and member social experience.

Use the Board Member Transition Template — Events / Social Chair to receive a structured handoff from the outgoing Events Chair, including vendor contacts and signature event details.
Review the Event Sign-Ups / RSVP Tool (Member Splash Forms or Announcements) used for registering members to events.
Get familiar with Communication Tools for promoting events: Announcements, Email Campaigns, Push Notifications.
Confirm access to the club's social media accounts if the role manages them.
Review any permits, insurance, or vendor certificate requirements tied to events (alcohol permits, noise ordinances, certificates of insurance).
Understand the club's rain date / cancellation policy for outdoor events.

Property Manager

Primary Focus: Day-to-day HOA operations, vendor management, compliance.

Use the Property Manager Transition Guide to receive a structured handoff from the outgoing manager, including vendor contacts, assessment schedules, and open items.
Confirm access to the Member Splash admin account, and reset credentials on any shared accounts (association email, payment processor portal, document storage).
Review assessment and fee structures: regular dues, special assessments, late fees, transfer/resale fees, architectural review fees.
Get familiar with the architectural review and violation notice workflows, including approval authority and escalation schedules.
Review Payment Processing Settings, (if applicable), and confirm which payment processor your association is currently on (Member Splash is transitioning associations from ECRYPT to Rainforest).
Understand how to run reports for board meeting prep and financial reconciliation.
Confirm vendor contracts and insurance certificates are current (landscaping, pool, security, reserve study).

👉 Pro Tip: Outgoing board members should schedule a 30-minute handoff with their replacement before leaving the role. This prevents knowledge gaps and makes transitions smooth.

New Board Member Checklist (Role-Based)