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Sales Summary

High level reporting via our Sales Summary report

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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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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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Login Issues

Unable to Access Member Splash

Getting Started

Getting Started for Clubs: Part 1

Getting Started for Clubs: Part 2

Getting Started for Clubs: Part 3

Clubs: Start Here

Getting Started with Member Splash for HOAs - Part 1

Getting Started with Member Splash for HOAs - Part 2

Getting Started with Member Splash for HOAs - Part 3

HOAs: Start Here

New Board Member Checklist (Role-Based)

Board Member Transition Template

Best Practices: Use Board-Specific Email Addresses

Video Training: Start Here

Free Weekly Group Q&A Sessions

New Board Members: Start Here 

Onboarding Resources

Why Member Splash Uses a Single Payment Partner

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

Onboarding Overview: What to Expect

Onboarding: Website Content — File and Image Sizing Requirements

Onboarding: Merchant Account Application

Member Splash Platform Overview for Board Members

Dashboard & Navigation Overview

How do I sign in to my Member Splash account?

Creating an Admin Test Account

Meet Poseidon, Your AI Assistant in Member Splash

Admin Account: How to change the password

Member Splash Platform Overview

New Season Checklist - Swim Clubs

How to Reset Payments for a New Season

Introducing Member Splash to Your Members

Best Practices for Reconciling Member Splash with QuickBooks Online

End-of-Season Wrap-Up

Winterizing Your Facility for a Smooth Reopening

Running Your Season

How to Engage Member Splash Support

How to open the DevTools Console in Chrome and Send Logs to MemberSplash Support

Receive an Email when the Support Team responds

Scope of Support

Member Splash Community Group

Member Splash Support

Security Overview

Additional Resources

Dashboard: Admin View (Video Training)

Settings (Video Trainings)

Admin Menu (Video Trainings)

Front Desk Menu (Video Trainings)

Membership Menu (Video Trainings)

Content Menu (Video Trainings)

Communications Menu (Video Trainings)

Point of Sale Menu (Video Training)

Reservations Menu (Video Trainings)

Finances Menu (Video Trainings)

Staffing Menu (Video Training)

Products > Installment Billing (Video Training)

Settings - Overview

How to enable the Unpaid Warning Message

How to Enable Real-Time Payment Receipt Emails for Admins and Treasurers

General Settings

Settings: General Settings

Settings: Location

Settings: Text Messaging

Settings: Messages

Settings: Day Use Passes

Settings - Site

Settings: Directory Settings

Settings: Custom Account Fields

Settings: Account Types

Settings: Member Types

Settings: Note Types

Settings: Account Tags

Settings - Members

Settings: Payment Settings

Settings: Check Settings

Settings: Fees & Conditions

Settings: Receipt Settings

Settings: Invoice Settings

Settings: Splash Card Settings

Settings - Payments

Settings: Check-In Settings

Settings: ID Card Settings

Settings: Point of Sale Settings

Settings: Staffing Settings

Settings: Invoice Branding

Settings - Front Desk

Settings: Mobile App Settings

Settings - Mobile App

About Admin User Roles and Capabilities

How to Manage Admin Users

Custom User Roles (Premium only)

The Right Way to Grant Board Access (And What to Avoid)

How to Grant Member Splash Support Access to Your Club Staff

Audit Logs

Admin Users & Roles

Understanding Account Types vs. Member Types

Membership Management

Membership Accounts Screen - Admin View

Switch To: See What Any Member or Admin Sees

Add a New Account

Account Notes

Limit Members by Account Type

Understanding and Using Account Tags

Inactive Account Type vs Inactive Account vs Closed Account

Your Application or Join Form That Creates Member Accounts

Accounts 