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New support ticket
Check ticket status
Knowledge base
General & Seasonal Cleanup
Seasonal Tasks
3
New Season Checklist
End of Season Wrap-up
Annual Contact Record Cleanup
TEMP
0
Dashboard - Member Splash Menu bar
Overview of Menu Bars in Member Splash
1
Dashboard & Member Splash Menu Bar Overview
Admin
Users Tab
2
User Roles & Permissions - Overview
Adding & Updating a User - Changing a Role
User Roles Tab
1
Board Level Access should not be set-up on the members account, but should have its own (separate) access
Membership
The Accounts Tab
7
Update an Existing Account
Add a New Account
Membership Account Screens - Bulk Updates
Membership Account Screens - Reports & Downloads
View, Add or Remove an Account Types, Tags, Custom fields
View all 7
The Members Tab
3
Members Screen-Reports & Downloads
Add & update a Member to an Existing Account
Member Level Change Log
Basic Actions Within Account Screens
5
New Account Notes Screen
Change a User's Password
How to Close an Account & Closed Accounts
What is an Inactive Account Type vs Inactive Flag vs Closed Account
Adding a Custom Field on an Account
Accounts
0
More - Basic Actions Within Account Screens
4
How to "Switch to" a Member Account
Adding / Viewing Check-In Notes
Print Mailing Labels
Change the Payment Status of an Account & Member
Front Desk
Front Desk Checkin Tab
2
Checking Members In
Checking Members Out
Front Desk Photos Tab
1
Taking Member Photos at the Front Desk
Visits Report Tab
1
Visits Report - View member, guest & credit usage
Guest Passes/Credits
3
Configure Guest Credits Settings
Guest Checkin - Purchasing Credits
Guest Checkin - Using Existing Credits
Reservations
Reservations
5
Reservations System Overview
Reservations - Setting limits on your Group Facilities
Reservations - Members Canceling & Modifying
Reservations - Admin Access to Make Reservations
Reservations & Check out - The process flow
The Harder Stuff
4
Reservations - Download Report
Reservations - Timeslots Enabled & Single Account Per Time Slot
Adding Guests to a Reservation
Reservations and Taking Payments
Reservations from your Members Perspective
2
Putting the Members reservations on their calendar
Managing & Viewing Members Reservations
Point of sale
Point of Sale - The Basics
4
Point of Sale 101 - Setting up your items (Pool Admin)
Point of Sale 102 - Selling at the Snack bar (Club Staff)
Point of Sale - Basic Reports
Point of Sale - How Orders Display & Roll up
Point of Sale - The Harder Stuff
5
Point of Sale – Employee Discount
Print Receipts
How To View Orders, Create Bills and View Bills in Point of Sale
How to Enable On Account
Point of Sale - How Members Pay their 'On-Account' Invoices
Finances
Guest Pass Orders
0
Create Bills
1
'On account' & 'Credit Card' Payment Methods in Finances (Formerly Bills) and Front desk
View Bills
1
Bills & Viewing Payments in the Dashboard
View Payments
0
View Orders
0
Dashboard - WordPress Menu bar
WordPress Menu Bar
1
Dashboard & Wordpress Menu Bar Overview
Manage Email
Email
4
Managing Email Accounts & Forwarders (Aliases)
Checking Email on Devices & Via Web
Using Gmail to Check Pool Accounts
Administrative Email Address
Member Splash Settings
Overview
5
Member Splash Settings - Member Splash Settings
Member Splash Settings - Front Desk Settings
Members Splash Settings - Payment Settings
Unpaid Warning Message
Member Directory
Payments
Authorize.net
5
Logging in to Authorize.net
Authorize.net - Admin Email Notifications & Member Receipts
Refund Authorize.net Payment
Review Failed Credit Card Transactions
Login to BankCardUSA
Payments
5
View Payments
View Orders
Recording Check Payments
Make an Offline Payment for your Member
Delete a Check Order (Available Only when order is in pending status)
More on Payments
2
Delete an order or bill that is completed
Overview of the bank account transfers
Payments - Member View
1
How Members Make Online Payments - Video
Reports and Exports
Reports and Exports
3
Export Data - (Accounts, Members and Payments)
Pull a Payments Report
Transactions Report
MailChimp
Mailchimp
5
MailChimp 101 — User Guides and Tutorials
MailChimp FAQ's - Syncs, Bounces, Unsubscribes, Orphans & more
Create a Segment in MailChimp
Important Things to Know About Email Lists
Link your MailChimp account to Member Splash
More on Mailchimp
3
Managing Contact Info in Email Footer
Re-subscribe a member in Mailchimp
Using Merge Tags to Personalize Emails
Posts
Posts
2
How to Add a Pdf to a Post
How to Add a Post
Events
Calendar Events
6
Event Calendar - Build Categories & Color code them for easy access
How to Create Calendar Events
Events Organiser Shortcode Usage
Using the Events Calendar
Display a List of Upcoming Calendar Events
View all 6
More on Calendar Events
1
Find Your Google Calendar Public URL
Products
Products - The Basics
5
Changing Pricing on Existing Products
Add a New Product - Overview - Flat Rate Pricing
Add a New Product - Per Member Pricing
Add a New Product - User Defined Pricing (Donation)
Sorting Fee Types
More on Products - The Basics
3
Set up a House Guest Product (Nanny Pass)
Add a New Product - Guest Pass Pack
Make Products Active / Inactive & Schedule Live Date
Fee Types and Account Tags
4
Fee Types - Use and Importance
Create New Fee Type & Editing
Ordering Charges on Member Invoices - Sorting By Fee Type
Pricing Based on Account Tags
Building Late Fee and Discount Products
2
Automate Late Fees
Add a New Product - Global - Discount, Late fee or Penalty
Building Account Balance/Credit & "Special Pricing" Products
2
Account Balance or Credit Product
Building A "Special Pricing" Product
Products - Advanced Configuration
3
Post Payment Actions
Show / Hide / Require Rules
And / Or conditions for Next Rule Relationships
Products - Videos
0
Forms
Forms Overview
11
NEW Gravity Forms Interface
Gravity View for Forms - Overview
Gravity View - Posting Entries
Forms Overview
Waiver Forms
View all 11
Forms - Videos
0
More on Forms
5
Pre-Populate Forms
Using Conditional Logic in Forms ~
Adding CAPTCHA to your forms
Advanced Notifications
Nested Forms (decoupling a parent / child form)
Forms Access
2
Restrict Forms to Logged in Members
Limit Form to One Entry Per Account
Forms Payments
2
Authorize.net Integration
Adding a Service Fee to Forms
Form - Settings
3
Not Receiving Notification Emails
Confirmation v/s Notification
Forms - Limits on fields
Member Splash Account Fields
2
Acct ID Field in Forms
Account Types Field
Multi Page Navigation
1
How to Enable Multi-Page Navigation
Preview Submission
1
How to Enable Preview Submission
Form Templates
0
Pages
Pages - Website Content Updates
6
Add a New Page (The Basics)
Menu Items (add and remove)
Restricting Access to Pages
Adding Media
Restricting Comments on your pages
View all 6
The Harder Stuff
5
Widgets
Add "Make a Payment" icon to Your Manage Account Screen
Twitter Feed
Ditty (News Ticker)
How to update your phone number
Reservations
0
Volunteer Sign Up Sheets
Volunteer Sign Up Sheets
0
Wait List & Offered Membership
Wait List
4
Editing Waiting List Forms
Offering Membership to your Wait List/New Membership
Sample letter for Offering Membership to Applicants
Auto Waitlist
Video Resources
Getting Started
0
Facebook Webinar
1
Video Library - Table of Contents
General Equipment
General Equipment
2
Recommended Front Desk Equipment
Barcode Scanner & Custom Bar Codes
Welcome To Member Splash - Let us help you get started
Migrating From Another Platform
3
Exporting Member Data From RecDesk
Exporting Member Data from Wild Apricot
Exporting Member Data From eSoft Planner
Formating Data
3
Data Formatting Tips
Data Formatting Instructions
How to Prepare Your Initial Welcome Letter for Snail Mail
New Set-up Instructions for MailChimp
4
Video-How to get started with Mailchimp (Bulk Email)
Introducing Member Splash to Your Members
Mailchimp Email Setup
Creating your Initial Welcome Letter Segment in MailChimp
Premium Domains
1
Custom Domain Names
Help Desk Software
by Freshdesk Support Desk