Work through this checklist at the start of each season to make sure your club is ready to start collecting member dues payments.
💡 First year Member Splash Clubs: please take a moment to refer to your Credential Sheet for any steps noted in your Onboarding Setup that should be done prior to the beginning of the new season.
1. Check to make sure all accounts are marked as UNPAID. When you are ready to start the next season all your accounts back to Unpaid. To do this you will need to do a 'bulk change' to all of your accounts.
2. Check your PRODUCT Prices. Ensure that your Products reflect your current pricing for the new year.
To edit a price go to:
PRODUCTS > Hover over the product you want to edit > EDIT.
Change the amounts listed in the FLAT RATE PRICING or PER MEMBER PRICING boxes.
Be sure to CLICK UPDATE to save your changes.
3.Check your Late Fee or Early Bird Discount Dates. Ensure that your Products reflect current late fee or early bird discount dates for the new year.
To edit a date: Go to PRODUCTS > Hover over the product you want to edit > EDIT.
Then go to FLAT RATE PRICING – VARIATION TYPE > ENTER THE START DATE OF THE DISCOUNT > ENTER THE END DATE OF THE DISCOUNT.
Use your club’s closing date if there is no end date to the late fee.
Make sure to edit the amount; positive numbers reflect an increase in fees (e.g. Late Fee), while negative numbers reflect a discount.
Be sure to ADD A DESCRIPTION OF THE FEE OR DISCOUNT > CLICK UPDATE IN THE TOP RIGHT CORNER OF THE PAGE
4. Check your ACCOUNT TAGS. Account Tags can help you to offer price variations to different groups within your membership.
5. Test your PRODUCTS to make sure members will be prompted to pay the right amount. We suggest that you use a test account or test family (many clubs have a test account in their system look for the last name of Admin or create your own). Search for the test account and do a SWITCH TO to see their account as they would see it when they login.
Click the Pay Now link in the red payment bar, this will show you what the member will be prompted to pay, which should match with their account type. Do this test with all account types.
If you make changes in account types which are referenced in a product rule, make sure to go back into the product and save so it updates those account types.
6. Review MEMBER SPLASH SETTINGS.
Ensure ACCOUNT SETTINGS, DIRECTORY SETTINGS and FORMS accurately reflect the Club’s policies and procedures. In most cases, these settings will not change from year to year.
Ensure FRONT DESK SETTINGS include all account types that will be allowed to check-in and make reservations at the pool on Opening Day.
Ensure your guest fees are correctly configured in the Front Desk > Checkin settings also.
Ensure that all tabs under PAYMENT SETTINGS accurately reflect the Club’s policies and procedures. In most cases, these settings will not change from year to year.
7. Review MEMBER SPLASH menu bar and all of the settings. Ensure that prices for guest pass purchase at the front desk are accurate. When you click on the CHECK IN tab, you will see a Settings icon appear in the upper left-hand corner. Click on the Settings button and update the prices / settings as appropriate.
8. Create Tags in Mailchimp. If you want to keep a segment as it is at the end of the season, you will need to add a tag in Mailchimp. This way no matter what the payment status or account type, the group will stay intact. This is used by pools who need to know who paid last year.
9. Take all products out of draft mode - This will allow your products to apply to the members. A product in draft more will not apply or be billed to the member.
10. Do annual data cleanup - This is a good time to clean up any data on memberships that do not conform to your pools rules and policies. This can be done quickly and easily on the either the Account filter or Member filter screens.
11. Finally it's time to email your members and let them know it's time to pay. With Member Splash there are no more invoices to print and send. Just go to your MailChimp account, email your members & let them know to go to their accounts and pay the bill.