MemberSplash

Account Dashboard - View and Functions

Information on how to manage your Account and Members 

Membership Management

Add a New Account

Change an Account's Login Password

How to limit the number of members on a specific account type.

Account - Limit Members

How to find the Account Type ID and Member Type ID

Account Notes Features

Update an Existing Account

Create a Membership account filter to quickly display accounts based on predefined search parameters

Membership Accounts Screen: How to Create and Save a Filter

Change, Add or Remove - Account & Member Types, Tags, Custom fields

For an existing account, here's how you can change their account type.

How to Change an Account's Account Type

How to Close an Account & Closed Accounts

Change the Payment Status of an Account & Member

How to "Switch to" a Member Account

Logins Report 101

Membership Account Screens - Membership Account Filters & Download Reports

An Inactive Account Type vs Inactive Account vs Closed Account

Membership Account Screens - Bulk Updates (Update Payment Status, Acct Types/Tags, Guest Credits & More)

Account Notes Screen - Add, Edit, Delete & Bulk Update Account Notes

Adding a Custom Field to Accounts

Print Mailing Labels

Learn more about how to manage your Account data 

Accounts 

A member type is a subcategory of Account Type, and labels the type of members in the account.

How to create a new Member Type

Via the Manage Filters tool, filter and search for individual members by specific criteria

Member Report - Members Filter Options

How to manage the Member Directory

Members 

Sample letter for Offering Membership to Applicants

Offering Membership to your Wait List/New Membership

Editing Waiting List Forms

Auto Waitlist Explained - User Registration Feed Mapping

Learn more about how to manage your organization's Waitlist

Waitlist Management

The Member Dashboard - Uploading Photos to Member Accounts

More information about your member's view of their own account

Member Portal

Ask the Community

Video Training

Find answers and get help from Intercom Support and Community Experts

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