An account is the top level of your club's membership. It usually represents a family unit, and the members on it are the spouses, partners, children, grandparents, and others in that household.
The account number ties together the account owner, members, billing, invoicing, point of contact, and more.
💡 A Word About Account Numbers
Account numbers are the keys that tie your members' information together. They are assigned in sequential order when the account is created. An account number cannot be changed, chosen, or reused.
Add an Account
Go to Membership > Accounts.
Click Add Account in the top right corner.
The Add an account window opens with four sections: Account details, Address, Billing contact, and Emergency contact. Fields marked with an asterisk (*) are required.
Account Details
Account type *: choose from your configured account types.
Payment status: Paid, Pending, or Unpaid.
User role: choose from your site's user roles (for example, Board, Manager, Staff, or Member).
User name *
Password * and Confirm password * (they must match).
Legacy Acct #
Address
Start typing the Street address and select the match to auto-fill City, State, and Zip.
Use Street address 2 for an apartment or unit number.
Billing Contact
This is the account's first billing contact:
First name * and Last name *
Member type *: choose from your configured member types.
Gender: Female, Male, or Other.
Birthdate (mm/dd/yyyy)
Email
Home phone and Work phone
Email login info to the member: check this to automatically send the member their login information. This box is only available after you enter an email.
Emergency Contact
Optionally enter a Full name and Phone number.
Save the Account
Click Add account in the lower right corner to save.
Click Cancel to close without saving.
💡 A Word About Emails on the Account
Member Splash sites share one network, and each email address can only be used once across it. User names must also be unique. If an email or user name is already taken — for example, the member already belongs to another club on our network — you will see "That email address is already in use." or "That username is already in use." and the account will not be created. To get around a duplicate email:
Use a different email address for the member.
Have the member ask their other club to change the email on file there to a different or junk email. Closing that account does not free up the email.
If the member uses Gmail, use a dot alias. For [email protected], you can enter [email protected]; it still delivers to [email protected] but passes the duplicate check.
If the member has no other email and can't remember which club has it on file, contact Member Splash Support. We can tell the member which club has their email, and they can then follow option 2.