MemberSplash

Account Types are how you set up your club's membership types or levels. Learn how they differ from Member Types and how they connect to membership products.

Understanding Account Types vs. Member Types

Information on how to manage your Account and Members 

Membership Management

The Accounts screen lets you view, sort, filter, and manage all membership accounts on your site.

Membership Accounts Screen - Admin View

Step into any member account or admin user's login to see exactly what they see, then switch back with one click.

Switch To: See What Any Member or Admin Sees

How to add a new membership account from Membership &gt; Accounts, and what to do if an email is already in use.

Add a New Account

How to add, find, edit, and organize private notes on membership accounts.

Account Notes

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

Limit Members by Account Type

Create account tags, assign them to accounts, and use them for filtering, product rules, and member communication.

Understanding and Using Account Tags

The difference between an "Inactive" account type, an inactive account, a closed account, and a deleted account.

Inactive Account Type vs Inactive Account vs Closed Account

This article explains how application or "join now" forms work in Member Splash and how they automatically create new member accounts.

Your Application or Join Form That Creates Member Accounts

Learn more about how to manage your Account data 

Accounts 

The Members screen lets you view, sort, filter, and manage all individual members across accounts on your site.

Membership Members Screen - Admin View

Filter members on the Membership > Members screen, choose columns, and export the results.

Member Report - Members Filter Options

How to turn on the online member directory and choose which accounts, members, and fields it shows.

How to manage the Member Directory

How to create a PDF of Avery mailing labels for selected accounts with the Create Mailing Labels bulk action.

Print Mailing Labels

Members 

This article explains how Member Splash's automated waitlist works and how to manage waitlist members.

Auto Waitlist Explained

How to move wait list accounts to Offered Membership and follow up so applicants can join and pay.

Offering Membership to your Wait List/New Membership

A sample MailChimp email for offering membership to new applicants or waitlisted families.

Sample letter for Offering Membership to Applicants

How the waiting list form creates accounts, and what you can safely change in it.

Editing Waiting List Forms

Learn more about how to manage your organization's Waitlist

Waitlist Management

How members view their account, see open bills, and make a payment from the member dashboard.

How To Make a Payment on Your Account (Members View)

How members pay online for dues and for Point of Sale bills charged to their account.

How Members Make Online Payments - Video

How members upload their own photos from the member dashboard, and the settings that control it.

The Member Dashboard - Uploading Photos to Member Accounts

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

Member Portal

Member View - Initial Login Guided Tour

Helpful articles to share with your membership 

Member Tools

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Video Training

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Membership Management

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