DAILY OVERDUE TUITION DROP PROCESS
Project Manager: jessie@hubbardswim.com
Schedule: Each location daily
Embedded Files
Overview
Overview
HFSS checks for accounts with tuition overdue to send a remind and drop if payment is not completed.
Step 1
Step 1
Locate Overdue Accounts
Family page > Filters:
Enrollment Status: Active
Active on Date: Today
By Balance: Overdue
Step 2
Step 2
Check Overdue Accounts
Verify due date is one day more than the charge date.
Check notes for overlooked payment extension.
Run card on file.
If payment is processed send email and move on to the next. If payment cannot process go to Step 3
Step 3
Step 3
Courtesy Text
If a courtesy text has already been sent skip to Step 4-6
Send courtesy reminder text if they have not received one. Verify family is opt in to text and email communication.
Family Template: Tuition Daily Overdue Notice (Text & Push only)
Push Notification - One Per Family
Text Message - Send a copy to all phone numbers
If they have have received the text we will drop the swimmer.
Step 4
Step 4
Drop Process - Drop or Delete
If the start date is in the future delete the enrollment.
If the start date is in the past drop the enrollment as of yesterday. Do not send drop email.
Drop Reason: Tuition Overdue
Step 5
Step 5
Drop Process - Ledger
Adjust the ledger amount based on how many classes were held while waiting for tuition.
Note the Charge Title (DROP xx/xx tuition past due -- x lesson held)
Step 6
Step 6
Drop Process - Drop Email
Family Template: Dropped from Lessons: Tuition Past Due
Email - Send a copy to all email addresses
Push Notification - One Per Family
Step 7
Step 7
Repeat w/ future due date
Change the Active On Date 3 weeks out to search for future active swimmers.
Run through Step 2-6 again
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