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Member Splash
  • Features
    • Features Overview
    • Online Payment Processing
    • Check In & Photo Verification
    • By User Role
      • Overview
      • President
      • Treasurer
      • Membership Chair
      • Facilities Chair
      • Social Chair
    • Member Account Database
    • Reservation System
    • Events Calendar
    • Guest Tracking and Payment
    • Bulk Email Communication
    • Custom Reports
    • Auto Waitlist Management
    • Point-Of-Sale
    • Club Merchandise Sales
    • Sponsorship Revenue
  • Solutions
    • Pool Management Company Solutions
    • Swim & Tennis Club Solutions
    • HOA & Property Management Solutions
  • Pricing
    • Pricing Comparison
    • Essentials Plan
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  • Watch Demo
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  • Support
    • Support Tools & Resources
    • Help Center
      • Website Down or Login Issues
    • Managed Member Splash
    • Member Splash University
  • About Us
    • Our Story
    • Member Splash Team
    • Referral Program
  • Contact Sales
  • Menu Menu
  • Link to Facebook
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If you have any questions while completing this form, please contact [email protected]. PLEASE NOTE: Images will NOT be saved with the Save & Continue Later functionality.

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Club Onboarding Questionnaire

Getting Started with Member Splash: What to Expect

We’re excited to help you get up and running with Member Splash! To keep everything smooth and simple, here’s what you need to know about the onboarding process and what’s included:

Onboarding Terms of Service.

You’re agreeing to these terms, including timelines and responsibilities. Let’s work together to make this process seamless and get your system up and running!

*
In order to facilitate migrating your Club to the Member Splash platform we have compiled this checklist of information we will need. If you have any questions please contact [email protected].
Plan Level*
Name of Designated Point of Contact*
This club representative will be the designated point of contact during the Onboarding process.

WEBSITE ADMINISTRATION

Administrative Email Address: This will be the "From" address used when sending system messages from your Member Splash website to your members. Please use an email address associated with a domain you control (e.g., [email protected] rather than [email protected]). This ensures added security and allows our support team to verify your identity and assist with login recovery if needed.
Website URL Options*

Custom URL requires a hosted Domain at the expense of the Swim Club. Many times the Domain has already been purchased and established by the Swim Club. (ex: www.sunnydayswimclub.com) Subdomain is hosted by Member Splash and acts more like a portal and can be nested into a Custom Domain. (Ex: sunnydayswimclub.membersplash.com)

Learn more about your website URL options

Provide your already purchased domain here
If you have a Custom Domain, would like us to make updates to DNS records?
Ex: sunndayswim.memberslash.com. We will do our best to accommodate your request

WEBSITE CONTENT - ESSENTIALS + SITES

As an Essentials+ customer, your Member Splash account includes a pre-built website template to help you get started quickly. Your website will be set up with a 5-page template containing: Home, About, Calendar, Membership, and Contact pages.

Responsibility*
I understand that this template is provided as a starting framework and that I am responsible for customizing and updating all content on these pages to reflect my organization's information, branding, and needs. I understand that Member Splash will set up the template structure, but will not populate it with my organization's specific content.

WEBSITE CONTENT

In this section, we will ask for content to provision your site during initial set up. After initial set up, maintenance of this content is the responsibility of the client.
Do you have a current website where we can pull images and content to populate your new Member Splash site?
This field is hidden when viewing the form
Webpage Creation Blueprint
Max of 20 pages. If a page is not included in the Main Menu, please indicate the page it should be nested under.
Page Title
Include in Main Menu?
Nested Under
 
Image photo no larger than 2000px wide, under 300kb in file size and either a jpg or png.
Max. file size: 64 MB.
No larger than 900px wide, under 200kb in file size and either a jpg or png.
Max. file size: 64 MB.
Examples include: It's a great day for fun in the sun!
No larger than 900px wide, under 200kb in file size and either a jpg or png.
Max. file size: 64 MB.
Max. file size: 64 MB.
Amenities / Facilities
Please include amenities and/or facilities for members.
Board of Directors
Just a name and title is preferred
Must be in PDF format
Max. file size: 64 MB.

WEBSITE CONTENT: CONTACT INFO

Address*
Social Media Sites
Hours of Operation

DATA IMPORT

We recommend importing as much data as possible for each existing member account. If you don't have contact information for a member's account, our Onboarding Representative will recommend a format for the username.
Do you wish to upload current Data?*
Our Onboarding Team will send you a separate email with instructions on how to compile your data for import.

PAYMENT SETTINGS

In order to enable online credit/debit payments, you'll need to set up an account with our payment processor partner. They provide the merchant account and then use a payment gateway to handle the actual electronic verification and transfer of funds. If you haven't applied already, apply here.
Which payment methods do you intend to apply for?*
(Select all that apply)
Have you submitted your applications?*
Credit Card Transaction Fees: How do you intend to handle credit/debit processing fees?*
To help offset the costs of providing an online payment option, some clients opt to charge their members a service fee for online payments.
ACH Transaction Fees: How do you intend to handle ACH processing fees?*
To help offset the costs of providing an online payment option, some clients opt to charge their members a service fee for online payments.
Does your New Member Application include a fee?*

ACCOUNT TYPES

Account Types are how you categorize the different membership groups within your community. They determine the structure and pricing of memberships you offer.

Common examples for Swim Clubs: Waitlist, Offered Membership, Family, Couple, Single, Senior, Summer Associate, August Only, Social

Common examples for HOAs: Homeowner, Renter, Landlord

Common examples for Tennis Clubs: Individual, Family, Junior, Senior, Corporate

Before setting up your account types, we recommend reading this article: Understanding Account Types vs. Member Types. This will help you understand the difference between account types (the membership structure) and member types (the individuals within each account).

Account Types*
  • Click the blue plus sign [+] to add each account type
  • Account Type
    Max # Members on this Account Type (optional)
    Description (optional)
     

    Default Account Type for New Applicants

    When new members apply, they'll automatically be assigned to this account type. Our system defaults to "Waitlist," but you can customize this based on your membership process.

    Common examples:

    • Waitlist - For organizations with limited capacity (members wait for an opening)
    • Offered Membership - For immediate membership upon application
    • Choose the account type that best reflects your onboarding workflow.

    MEMBER TYPES

    Member Types

    Member types classify individual people within an account. While Account Types are the membership level (Family, Single), Member Types are the people themselves (Adult, Child, Grandparent, Houseguest).

    Common examples: Adult, Child, Grandparent, Houseguest, Nanny/Caregiver

    To add member types: Click the blue plus sign [+] and enter each classification.

    Still unclear on the difference? Read Understanding Account Types vs. Member Types.

    Member Type*
    Examples: Adult, Child, etc.
    Member Type Name
    Description
    DOB Required?
    Photo Required?
     

    MEMBERSHIP FEES

    Membership Fees

    Membership fees are configured as "products" in Member Splash. Each product represents a fee or dues payment that members purchase.

    Common membership fee products include:

    • Annual Dues - Yearly membership renewal fees
    • Initiation Fee - One-time fee for new members
    • Capital Assessment - Special facility improvement fees
    • Late Fees - Penalty charges for overdue payments

    To add membership fees: Click the blue plus sign [+] to create each product. You'll define the name, pricing type, price, and which account types it applies to.

    New to products? Read Products 101: The Basics to understand how products work in Member Splash.

    Upload a document that lists out all your membership fees (optional)
    Max. file size: 64 MB.
    Membership Fees
    Examples could include: Bond Fee, Initiation Fees, Early Bird Discount, Late Fee, and Yearly Membership Fees such as Family Member, Couple Membership, Senior Membership, etc.
    Fee Name
    Fee Type
    Pricing Type
    Price
    Description visible for Members
    Account Types that can purchase
     

    SPECIAL PASSES

    Does your Swim Club sell guest passes?*
    Guest Passes
    Please indicate individual and bulk pricing, if applicable. For Example, Single Guest Pass $5, Guest Pass 10 Pack $40.
    Title
    Price ($)
    Description visible to Members
    Available to All Account Types?
     
    How are guest passes to be sold?*
    Front Desk Guest Passes: Default Payment Type
    Seasonal Caregiver Passes: Do you sell seasonal caregiver passes?*
    Examples: for a Nanny or Grandparent. This pass is typically for someone outside the residence, added to the account for one season only. Member Splash will automatically remove Caregivers at the end of the season automatically.
    Caregiver Passes
    Caregiver passes automatically drop off the account at the end of the season.
    Fee Name
    Price ($)
    Description for Members
    Available to All Account Types?
     

    ADDITIONAL SETTINGS

    We’ll set these up for you, but you can adjust them anytime.
    Member's Dashboard
    Which menu tabs should be visible to your members upon login?
    Allow Members to edit/add their own Members?*
    Allow Members to delete Members on their own account?*
    Allow Members to change their Username?*
    Allow Members to edit their own Address?*
    Allow Members to Change Billing Contact?*
    Allow Members to add pictures to their own members?*
    Require Billing Contact Email?*

    FRONT DESK SETTINGS

    Check In: search by*
    Which Account Types are allowed to Check In?*
    Require Guest Name at Front Desk Check In?*
    Exclude accounts marked as UNPAID from showing on Check In screen?
    Enable Checkout?
    Front Desk will be able to view current attendance count.
    Enable Live Member Attendance?
    Members can view current attendance when logged into their account.
    This field is hidden when viewing the form

    Forms

    Basics customers receive one form: New Application form. Essentials + and Premium Customers have access to download an unlimited number of forms from the MS Forms Template library. Customization is the responsibility of our clients.
    This field is hidden when viewing the form
    Forms
    Which templates should we add for you to customize? Customization is the responsibility of our clients.

    Waiver

    Waiver: Do you have a waiver that you REQUIRE to be completed?*
    If you answer yes, a Waiver template will be added to your Forms for you to customize.
    Waiver Tags: Do you want to add a Tag to an account once a waiver is completed?
    Example: Waiver 2024, 2024 Release, Waiver Completed. You can utilize these tags in Account reporting
    Please keep it short, under 20 characters.

    Communications Module

    Member Splash offers a Communications Module with two options: our built-in Member Mail or an integration with MailChimp. Member Mail provides essential communication tools, while MailChimp offers more advanced features but may come with additional costs. Learn more about Member Mail and MailChimp pricing.
    Communications Module*

    Reservation Module

    The Reservation module allows your members members to make their own reservations for free of charge amenities such as Tennis Courts, Picnic Tables, Lap Lanes, etc. Configuration of facilities available for reservation is the responsibility of the club admins. Are you interested in learning more about configuring your own facilities that are available for reservations?
    Reservation Module*
    Are you interested in learning more about configuring your own facilities that are available for reservations?

    Point of Sale Module

    The Point of Sale module can be used to sell items at a Snack Bar and/or gives the ability for Admins to bill an account. EX: An Admin may bill an account for a Event Rental fee if you have a complex pricing structure that necessitates Manager involvement. Initial configuration of the Point of Sale Module is straightforward and the responsibility of the customer. Are you interested in learning more about configuring the Point of Sale Module?
    Are you interested in learning more about configuring the Point of Sale Module?*

    SquadLocker

    We have partnered with SquadLocker to bring you a fully digital merchandise store.

    Check out our sample storefront.

    Key Features
    Do you want SquadLocker to contact you about opening a digital storefront?
    • Pricing
    • Contact Sales
    • Terms and Conditions
    • Service Level Agreement
    • Data Security and Confidentiality
    • Managed Member Splash
    • Member Splash Onboarding
    Copyright © 2023 Member Splash, Inc. All rights reserved.
    • Link to Facebook
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    • Link to LinkedIn
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    Sign up as a reference

    To help keep track of those who you refer, we ask that you sign up using the form below. We’ll add you to our internal shareable reference list and also give you some occasional pre-made referral info to share to nearby clubs! Be as active of a reference as you want!
    What is 2 + 3 ?*

    "*" indicates required fields

    This field is for validation purposes and should be left unchanged.

    Send us your referrals

    Once you have found someone you would like to refer to us, fill out this Refer a Friend form. We’ll just need a few details to get in touch with them.

    Referral Information

    If accepted, how would you like to receive your reward?*