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Onboarding Overview: What to Expect

What's included with your plan, what we need from you, and how long each onboarding step takes.

Welcome to Member Splash! Our onboarding is simple, guided and fast, designed to get your club up and running in days, not months. This article explains what's included with your plan, what we need from you, and the target dates that keep your onboarding on track.
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Your first week: what we need from you

Most of the work happens in your first few days. Hitting these target dates is the fastest way to get your club live.

  1. Complete your onboarding questionnaire (Priority #1, within 3 days). Your answers tell us how your club works so we can configure your Member Splash site correctly from the start.

  2. Submit your payment application (within 3 days). Complete this at the same time as your questionnaire. Approval can take a few days, so starting early keeps your launch on schedule.

  3. Send your member data (optional, within 3 days). Want us to import your existing members? Send your data in any format (Excel, CSV, etc.) as long as it has clear header rows (column names). Prefer a clean slate? Skip this step.

  4. Book your onboarding call (within 5 days). Once your questionnaire is complete, we'll walk through your setup together, answer questions and confirm next steps so you feel confident before going live.


What's included with your plan

Essentials

  • One 30 minute onboarding call with your onboarding specialist

  • System configuration based on your onboarding questionnaire

  • A designated point of contact on our team for email communication

  • Self service training: the Getting Started series, Video Training library, support articles and the Community Group

  • Handoff to our Support team after launch

Not included: configuration of Point of Sale and the Reservations system. We have comprehensive training to help with those in our Video Training collection.

Premium

Everything in Essentials, plus:

  • A second 30 minute call with your onboarding specialist

  • Website content migration of up to 20 pages (no custom design)


How onboarding works

Essentials

  1. Verbal approval: you let us know you're ready to move forward.

  2. Registration link: we send you a link to get started.

  3. Payment application and onboarding questionnaire: complete both within 3 days.

  4. 30 minute review call: book within 5 days to walk through your questionnaire together.

  5. Configuration and data import: we set up your system and import your member data.

  6. Self guided learning: explore the platform using our training resources.

  7. Launch!

Premium

  1. Verbal approval

  2. Registration link

  3. Payment application and onboarding questionnaire, completed within 3 days

  4. First 30 minute review call, booked within 5 days

  5. Website import questionnaire, configuration and data import, all happening at the same time

  6. Self guided learning

  7. Second 30 minute review call

  8. Launch!


Staying on track

  • Respond within 2 business days: please reply to each request from our team within 2 business days so nothing stalls.

  • 30 day limit: our goal is to get you live well before this, but all onboarding tasks must be completed within 30 days of signup.

If onboarding isn't finished within 30 days: your account stays active and billing continues, but your club is moved out of the active onboarding queue. To restart, you'll need to reschedule, and your place in the queue will be based on the date you complete your tasks, not your original signup date.


Your point of contact

Please choose one person from your club to be your primary point of contact during onboarding. To keep things clear and moving quickly, we can only respond to messages from that person.

Need to change your point of contact? You can switch once during onboarding by sending us a written request.


After launch

Once everything is set up, we'll send you an official launch notification and hand you over to our Support team. They're available for any questions going forward.

Want more hands on help? Personalized training is available through our MS Concierge. Reach out to us in the chat to learn more.

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