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This course has been designed to provide the Membership Chair with the information they need to familiarize themselves with the Member Splash system. The goal being to update accounts quickly and efficiently, move accounts as needs and price memberships effectively.
The course starts with the Dashboard. It quickly follows with your Front Desk set up and review of the Visits report. We then spend time understanding the Account Screens and account types and the relationship to Members Screens and members types. A practical lesson on bulk changes will allow you to move accounts between account types. With a fundamental understanding of account types we can then move to Products. A basic review on Bills is also included. Lastly we finish with an easy lesson on Check-in notes.
- Front Desk Check-in Setting
- Visits Report
- Account Screens & Account Types
- Member Screens & Member Types
- Moving Accounts in bulk and individually
- Products and Fee Types
- Creating Check-In Notes
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