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Onboarding Overview: What to Expect

Who does what during onboarding, what we need from you, and how long each step takes.

Welcome to Member Splash! Our onboarding is self guided, so your board can set up, learn and launch at your own pace. This article explains who does what, what we need from you, and the target dates that keep your onboarding on track.

Who does what

We build your public website. We spin up your Member Splash site with a public facing website that matches your existing website. If you don't have one, we build your club's information into our club or HOA template. We also import your member data if you send it.

You configure the back end. Once your site is ready, we hand the reins over to you. Based on your onboarding questionnaire, we send you a customized Recommended Setup Guide, and you use it with the Onboarding Checklist on your dashboard to set up your products, prices and rules.

What our team does not do: configure your products, prices, rules, Point of Sale or Reservations, or hold onboarding or training calls. For live help, join one of our free Weekly Q&A Sessions.


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 build your site and customize your Recommended Setup Guide.

  2. Submit your payment application (within 3 days). This sets up your club to accept digital payments from your members, like dues, registrations and other online purchases. Complete it 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.


What's included with your plan

Onboarding is the same for all plans (Essentials, Essentials + and Premium):

  • Public Website Setup: We build your public facing website to match your existing website, or build your club's information into our club or HOA template.

  • Member Data Import: We import your membership data file (optional).

  • Customized Recommended Setup Guide: Based on your questionnaire, so you know exactly how to configure your back end.

  • Self Guided Configuration: You set up your products, prices and rules using your Recommended Setup Guide and the Onboarding Checklist on your dashboard.

  • Self Service Training:

    • Onboarding Checklist on your dashboard

    • Comprehensive Getting Started Series

    • Support articles and knowledge base

    • Free Weekly Q&A Sessions with our team

    • Unlimited chat assistance with our AI Assistant, 💦Splash, with escalations to our team


How onboarding works

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

  2. Registration link (Member Splash): we send you a link to register for your plan.

  3. Payment application and onboarding questionnaire (You): complete both within 3 days. The payment application sets up your club to accept digital payments. Send your member data too, if you'd like it imported.

  4. Site setup (Member Splash): we spin up your site, build your public facing website to match your existing site or our template, and import your member data.

  5. Recommended Setup Guide (Member Splash): we email you when your site is ready, along with your customized Recommended Setup Guide.

  6. Back end configuration (You): follow your Recommended Setup Guide and the Onboarding Checklist on your dashboard to set up your products, prices and rules.

  7. Self guided learning (You): build confidence with our training resources and Weekly Q&A Sessions.

  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 onboarding is complete and your site is configured, we'll notify you of your official launch and you'll transition to our Support team for ongoing assistance.

Training: Member Splash operates on a self service training model. Your Recommended Setup Guide and dashboard Onboarding Checklist guide you through setup, supported by our Getting Started Series, Video Training library, support documentation and free Weekly Q&A Sessions.

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