MONTHLY TUITION PROCESS

1. Update the Payment Due webpage to be accurate with information each month (access to Keystone is needed)

2. Family page

   • Active > Future and 7 last days

   • Balance Due > Overdue

3. Record overdue numbers in the Monthly Tuition Tracker

4. Transaction page

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5. d

6. Review accounts for accuracy

7. Run the card on file. 

   • Check for other payment methods on file if the default does not run

8. If rejected make a Ledger Note of the reason   [[Tuition past due; 6/4 insufficient funds]]

9. Family Template: 1st Balance  Notice (text & Push only)

   • • Push Notification - One Per Family - Add month to subject

     • Text Message - Send a copy to all phone numbers  (TIP! Verify every family is opted in to text message)

1. Family page > Balance Due - Overdue

2. Record overdue numbers in Monthly Tuition Tracker

3. Review accounts for accuracy

4. Run the card on file. 

   • Check for other payment methods on file if the default does not run

   • If it is a hard decline remove the card on file.

5. If rejected make a Ledger Note of the reason   [[Tuition past due - 6/4 & 6/7 insufficient funds]]

6. Once all accounts have been processed send a Voice Broadcast Message to all

Hello, this is Hubbard Family Swim School. We are reaching out with a final reminder that your January tuition is past due.

We are holding your swimmer’s lesson through today, Wednesday, January 8th, to give you an opportunity to make a payment online through your Portal and secure your enrollment.

If the balance remains unpaid after today, we will assume that you no longer wish to continue with lessons, and we will cancel your swimmer's class.

Please note that we attempted to process the payment using the card we have on file, but unfortunately, it did not go through. 

If you need assistance or have any questions, please contact us as soon as possible. Thank you, and have a great day!