MemberSplash

Onboarding Resources

File type and size requirements for images and documents submitted during the Website Content section of the onboarding questionnaire.

Onboarding: Website Content — File and Image Sizing Requirements

Explains why Member Splash works exclusively with one payment partner instead of supporting Stripe, PayPal, or other general-purpose processors.

Why Member Splash Uses a Single Payment Partner

Onboarding: Merchant Account Application

How to format Member Data

Helpful data formatting tips

Exporting Member Data from Wild Apricot

Exporting Member Data From RecDesk

Exporting Member Data From eSoft Planner

Understanding Your Website URL Options

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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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.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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