Member Splash - Solutions Articles

Seasonal Tasks 3

• New Season Checklist
• End of Season Wrap-up
• Annual Contact Record Cleanup

TEMP 0

Overview of Menu Bars in Member Splash 1

• Dashboard & Member Splash Menu Bar Overview

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

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 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 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 - 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

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

WordPress Menu Bar 1

• Dashboard & Wordpress Menu Bar Overview

Email 4

• Managing Email Accounts & Forwarders (Aliases)
• Checking Email on Devices & Via Web
• Using Gmail to Check Pool Accounts
• Administrative Email Address

Overview 5

• Member Splash Settings - Member Splash Settings
• Member Splash Settings - Front Desk Settings
• Members Splash Settings - Payment Settings
• Unpaid Warning Message
• Member Directory

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 3

• Export Data - (Accounts, Members and Payments)
• Pull a Payments Report
• Transactions Report

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 2

• How to Add a Pdf to a Post
• How to Add a Post

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 - 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 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 - 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 0

Wait List 4

• Editing Waiting List Forms
• Offering Membership to your Wait List/New Membership
• Sample letter for Offering Membership to Applicants
• Auto Waitlist

Getting Started 0

Facebook Webinar 1

• Video Library - Table of Contents

General Equipment 2

• Recommended Front Desk Equipment
• Barcode Scanner & Custom Bar Codes

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