The Accounts Tab

Update an Existing Account
To update information in a existing account 1. Go to the Dashboard and select the account that needs to be updated.    2. Search for the account (i...
Fri, 8 Oct, 2021 at 2:50 PM
Add a New Account
Accounts are the basic level of your club members.  In general an 'Account' represents a family unit and the "Members" on the accoun...
Fri, 7 May, 2021 at 10:06 AM
Membership Account Screens - Bulk Updates
Getting Started Member Splash is happy to have our new  Membership Account Screens.   This upgrade was Phase Two of the roll out, for more informat...
Fri, 25 Mar, 2022 at 11:38 AM
Membership Account Screens - Reports & Downloads
Membership Account Screens 1. Membership Account data is now on the Dashboard for easier access. 2. Membership Reports are integrated into the Membe...
Thu, 31 Mar, 2022 at 10:53 AM
View, Add or Remove an Account Types, Tags, Custom fields
View & Add an Account Type  Account types are used to group the types of memberships you have: Go to the Dashboard. Select the Membership then A...
Tue, 15 Feb, 2022 at 8:50 AM
How to Change the Account Type
Go to the Member Splash Menu Bar and select Membership >> Accounts: Search for the Account, Select the account you need and them Click ...
Thu, 13 Jan, 2022 at 1:28 PM
***HOAs*** Bulk Payment Updates - For Added Family Members
Changing all Members to Paid on a Paid Account Scenario for HOAs HOAs generally don't take annual membership payments in our system. Therefore we i...
Tue, 17 May, 2022 at 7:15 PM