Step 1 - Training based on Plan Level

Modified on Fri, 15 Jul 2022 at 12:23 PM

Our Entry Level Class Videos  (Plan Level Classes) 

We have them set up by plan level. These entry level classes are for the new board members or anyone who is coming to the system with little to no experience with the system. 

This video series will take you from Member Splash novice to expert in no time.  This training course has been designed to provide your staff with an overview of the entire Member Splash system. 

We highly suggest that all staff members complete this training. In addition to this overview, we also offer role based training that can be completed once you have finished your Onboarding training.

Premium Training

  • GENERAL OVERVIEW - Your Credentials,  Member Splash Menu versus WordPress Menu, Premium Waitlists/New Applicants – getting accounts into the system
  • MEMBER SPLASH MENU- Dashboard & Admin tab, Membership, Reservations, Front Desk and Finances & Point of Sale
  • WORDPRESS MENU - Emails & Forwarders, Member Splash Settings,  Payments, Reports and Exports – Transactions Report, Event Calendar, Products, Forms – Unlimited Forms/Our Forms Library, Basic Page/Menu Editing
  • WRAP-UP AND LAUNCH - Setting up Mailchimp & sending your 1st Email

Essentials Training

  • GENERAL OVERVIEW - Your Credentials, Member Splash Menu versus WordPress Menu, Waitlists/New Applicants – getting accounts into the system
  • MEMBER SPLASH MENU - Dashboard & Admin tab, Membership, Reservations, Front Desk and Finances, Point of Sale
  • WORDPRESS MENU - Member Splash Settings, Payments, Reports and Exports – Transactions Report, Event Calendar, Products, Forms – Unlimited Forms/Our Forms Library, Pages – DIY for Essentials
  • WRAP-UP AND LAUNCH - Setting up Mailchimp & sending your 1st Email

Basic Training

  • GENERAL OVERVIEW  - Your Credentials, Member Splash Menu versus WordPress Menu, Waitlists/New Applicants – getting accounts into the system
  • MEMBER SPLASH MENU - Dashboard & Admin tab, Membership, Reservations, Front Desk and Finances
  • WORDPRESS MENU - Member Splash Settings, Payments, Reports and Exports – Transactions Report, Products, Wrap Up & Next Steps
  • WRAP-UP AND LAUNCH - Setting up Mailchimp & sending your 1st Email

Start Training

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