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Products 101 - The Basics

Updated over a week ago

Products are the foundation of how Member Splash handles fees, memberships, and charges for your organization. Think of products as the building blocks that define what your members can purchase, how much they'll pay, and what happens after they complete a payment. Whether you're setting up annual membership dues, guest passes, house guest fees, or donation options, you'll use products to configure these offerings. Configured products are visible to your members when making payment through their member portal, depending on your settings.

Each product in Member Splash is built using two main structural components: pricing modules (which determine how the product is priced) and rules and settings (which control who sees the product and what happens after payment). Understanding these components will help you create products that work exactly how your organization needs them to.

This article covers the essential elements of product setup.
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πŸ’‘Before diving in, it's helpful to review Fee Types - Use and Importance to understand how products connect to your organization's fee structure.


Understanding Pricing Modules

Pricing modules determine how Member Splash calculates the cost for each product. This is the most critical decision you'll make when setting up a product because it directly affects how members are charged. Each product can use only one pricing module, so it's important to choose the right one from the start.
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🚨Critical rule: You can only use one pricing module per product. If you set prices in multiple modules for the same product, the system won't calculate the price correctly and members will see unexpected amounts at checkout. Always choose one pricing approach and configure it completely before moving on.

Flat Rate Pricing

Flat rate pricing charges the same amount to every member account, regardless of how many family members are on the account. This is the most versatile pricing module and works well for most standard fees.

Best used for: Annual membership dues that apply to the entire household, initiation fees, bond fees, maintenance fees, late payment penalties, and discount credits.

Example: Your organization charges a $500 annual membership fee per household. Every account pays exactly $500, whether they have 2 family members or 6. You would set up a flat rate product with a price of $500.

Per Member Pricing

Per member pricing charges based on the number of individual members on each account. The total cost increases as families add more members to their household account. This pricing structure is almost exclusively used for membership fees where each person in the family needs to be accounted for separately.

Best used for: Membership fees where you charge per individual family member rather than per household.

Important note: While technically possible to use per member pricing for other fee types, it's specifically designed for membership fees and should generally be limited to that purpose. Using it for other products can create confusion in your billing structure.

Example: Your swim club charges $150 per family member for the season. A family with 4 members would pay $600 total ($150 Γ— 4), while a family with 2 members would pay $300 total ($150 Γ— 2).
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Age-Based OR Member Type Pricing

This pricing module allows you to charge different amounts based on either the age of each member or their designated member type. These are actually two separate pricing approaches combined into one module for convenience. Most organizations use this module infrequently, but it's valuable when your fee structure varies by demographic category.

Age-based pricing sets different rates depending on how old each member is. You might charge less for children under 12, a standard rate for adults, and a reduced senior rate for members over 65.

Member type pricing sets different rates based on categories you define, such as adult, child, infant, or grandparent. This is useful when age alone doesn't capture the distinctions you need.

Example: Your HOA charges pool access fees based on age: $200 for adults (18+), $100 for youth (13-17), $50 for children (5-12), and free for children under 5. A family with two adults, one teenager, and one young child would pay $450 total.
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Guest Pass Options

Guest pass products are the most complex pricing module because they require three separate components working together. Unlike other pricing modules where you configure just one section, guest passes need you to fill in the flat rate pricing module, the guest pass options module, and the product options module.

Here's how the three components work together. The flat rate module holds the price members pay for the guest pass pack. The guest pass options module specifies how many individual passes are included in the pack. The product options module allows members to purchase multiple packs if they need more than one. Only the flat rate and guest pass options modules are mandatory; you can skip product options if you don't want members buying multiple packs.

Example: Your club sells 10-pass guest packs for $50. You set the flat rate to $50, set guest pass options to provide 10 passes, and enable product options so members can buy multiple packs if needed. When a member purchases one pack, they receive 10 guest passes on their account. If they purchase two packs, they receive 20 passes total.
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User-Defined Pricing

User-defined pricing lets members decide how much they want to pay. Rather than setting a fixed amount, you're allowing members to enter their own dollar amount at checkout. This pricing module is almost exclusively used for donations and voluntary contributions.

Best used for: Voluntary donations, fundraising campaigns, and optional contributions to special projects.

Important limitation: Because members control the amount, this pricing module should never be used for required fees or mandatory charges. There's no way to enforce a minimum payment amount.

Example: Your organization is raising funds for new pool equipment. You set up a user-defined pricing product called "Pool Equipment Fund" and members can donate any amount they choose at checkout.
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House Guest Options

House guest pricing creates a special seasonal pass that allows members to add a temporary person to their account for the season. The unique feature of this product type is that the house guest is automatically removed from the account at the end of the year, allowing families to add a different house guest the following season if needed. Some organizations call this a "nanny pass" or "au pair pass."

Best used for: Seasonal caregivers, au pairs, nannies, grandparents, or temporary household members who need facility access for one season only.

Example: Your swim club charges $300 for a house guest pass. A family hires a nanny for the summer and purchases this product to give her pool access. At the end of the season, the nanny is automatically removed from the account. If they hire a different nanny next year, they can purchase the house guest product again.
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Account Balances and Credits

Account balance products are specialized tools that allow you to track and pass through specific charges or credits to member accounts. These products are typically set up by your Member Splash onboarding technician because they require careful configuration to work correctly. If you need to implement account balance tracking, contact Member Splash support for guidance on the proper setup approach.
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Rules and Settings

While pricing modules determine how much members pay, rules and settings control who sees each product and what happens after they complete their purchase. These settings give you precise control over which member accounts can access specific products and how the system updates account information following a successful payment.
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Show, Hide, and Require Rules

The Show/Hide/Require Rules dropdown contains the filtering logic that makes products appear only for the right members. You can configure products to display based on account types, account tags, payment flags, or even whether members have already purchased other specific products.
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  • Account types let you show products only to certain membership categories. For example, you might have a "New Member Initiation Fee" that only appears for accounts with an account type of "Applicant" or "Provisional Member."

  • Account tags provide even more granular control. You can tag accounts that meet specific criteria and then show products only to those tagged accounts. This is useful for temporary promotions, special categories, or custom groupings that don't fit into your standard account types.

  • Payment flags allow you to show products based on a member's payment history or status. For instance, you might show a late fee product only to members who are past due on their payments.

  • Selected products is an advanced feature that shows products based on whether members have already purchased other specific products. This creates dependencies between products and enables complex workflows. Because this feature requires careful planning, consider it an advanced configuration option and test thoroughly before implementing.

Example: You want to offer a discounted membership rate only to members who purchased early-bird registration last year. You tag those accounts with "Early Bird 2025" and configure your discounted membership product to show only for accounts with that tag. Other members won't see this product option at all.

Post-Payment Actions

Post-payment actions automatically update member accounts after successful payment, eliminating the need for manual account maintenance. You can change account types, add or remove account tags, or trigger other system updates the moment a payment processes successfully.

The most common use of post-payment actions is moving members through your membership lifecycle. For example, when a prospective member pays their initiation fee, you might automatically change their account type from "Applicant" to "Full Member." This ensures members immediately gain access to the appropriate facilities and products without staff intervention.

Post-payment actions can also add tags to track member behavior and purchases. If someone purchases your premium guest pass pack, you might automatically tag their account with "Premium Member" to enable future products or communications targeted at higher-tier members.

Example: Your organization has an application process where prospective members start with an account type of "Applicant." When they pay your $1,000 initiation fee product, you configure a post-payment action to automatically change their account type to "Full Member." This immediately updates their access permissions and makes your full catalog of member products visible to them.
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Product Information and Internal Notes

Beyond pricing and rules, products include sections for member-facing descriptions and internal documentation. These elements help both your members and your administrative team understand what each product is for and how it should be used.

Basic Summary Information

The basic summary section is where you write the description that members see when browsing products. This is your opportunity to clearly explain what the product is, what it includes, and any important terms or conditions. Write descriptions in plain language that members can quickly understand. For example, instead of "Annual Membership Dues - Account Level Flat Rate," write "Annual Membership: Full access to all facilities for your entire household, valid through December 31."
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Internal Notes

Internal notes are visible only to administrators and provide a space for documenting how products work and any special considerations. This is particularly valuable for seasonal products that need annual updates or complex configurations that future board members or staff will need to understand.

Many administrators use internal notes to track yearly price changes, document why certain rules were implemented, or leave reminders about products that need adjustment at specific times. For example, you might note "Increase price by 3% each January" or "This product requires the Early Bird tag - see account tags documentation for setup instructions." These notes become essential institutional knowledge as your team changes over time.
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Next Steps

Before creating your first product, take time to review Fee Types - Use and Importance. This article explains how products connect to your organization's fee structure and will help you choose the right fee type for each product you create. Understanding fee types ensures your products integrate properly with Member Splash's reporting and accounting features.

Once you understand fee types, you can begin setting up the specific products your organization needs. Each pricing module has its own detailed article that walks through the configuration process step by step. Start with the pricing module that best fits your most common fee type, set up a test product, and verify it works as expected before making it live to members.

Remember that you can always return to existing products to adjust pricing, modify rules, or update descriptions as your needs evolve. Products are flexible tools designed to adapt to your organization's changing requirements throughout the year.

Video Demonstration

The video below will help you understand key functions and must be used in conjunction with the article here.
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