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
Watch the Member Splash Demo video for a general overview of the platform.
Bookmark the Support Articles.
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.
Arrange for the transfer of information from previous board member. If there's no document to hand over, considering creating one for the next 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.
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.
Recommended:
User Roles and Permissions
Sales Summary Report
Treasurer
Primary Focus: Finances, payments, reporting.
Arrange for the transfer of information from previous board member. If there's no document to hand over, considering creating one for the next board member.
Confirm access to Financial Reports in Member Splash.
Review Best Practices for Reconciliation and adjust internal processes.
Learn how to run Transaction Reports for reconciliation.
Review Payment Processing Settings (payment processing platform, fees, refunds).
Review current Products and adjust pricing.
Understand how to export reports for bookkeeping / accountant.
Monitor for duplicate transactions or chargeback disputes.
Recommended:
Best Practices for Reconciliation
Membership Chair
Primary Focus: Member accounts, applications, and renewals.
Arrange for the transfer of information from previous board member. If there's no document to hand over, considering creating one for the next board member.
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.
Review Communication Tools (email templates, announcements).
Train seasonal volunteers (if any) on check-in workflows.
Secretary / Communications
Primary Focus: Documentation and member communications.
Arrange for the transfer of information from previous board member. If there's no document to hand over, considering creating one for the next board member.
Learn how to send segmented and broad emails from Member Splash.
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.
Arrange for the transfer of information from previous board member. If there's no document to hand over, considering creating one for the next board member.
Review Check-In Dashboard and how staff use it.
Confirm lifeguards/managers have the correct user role permissions.
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
👉 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.