POLICIES NOT ACCEPTED

Project Manager: GabrielleP@hubbardswim.com

Schedule: Each location monthly during week 2

Overview

Families must accept all required policies to enroll and participate in HFSS lessons. No paper copies are available. All policies are accessible via the Customer Portal.

System Reminders: If policies are not accepted at enrollment, families are automatically sent an email and text reminder to complete them.

Site Supervisor Follow-Up

You will receive a Policies Not Accepted spreadsheet monthly. Use it to track and complete the following steps for each family:

Touch base with the family at their next lesson. Ask if they can log in using a phone, laptop, or computer during their lesson to complete policy acceptance.
Family Notes: (low/open) summarizing the conversation.
Did they accept their policies by the end of your shift? Or do you need to plan to follow up during their next scheduled visit?

Policies

Family Section – 3 Required:

Billing
Drop/Cancellation
Waiver

Student Section – 3 Required + 1 Optional:

Consent for Medical Treatment
Instructor Expectations
Makeup Policy
Photo Waiver (Optional)

FAMILY LIST

Family Page

Filter:

Enrollment Type:
- Active
All Policies Acceptances:
- Use the drop-down to select All Required Policies
- ✔️ Not Accepted Current
Add names and lesson info to spreadsheet

Note: Family policies must be accepted before student policies can be accepted.However, it is possible for family policies to be accepted and student policies still need to be reviewed.

STUDENT LIST

Student Page

Filter:

Enrollment Type:
- Active
All Policies Acceptances:
- Use the drop-down to select All Required Policies
- ✔️ Not Accepted Current
Add names and lesson info to spreadsheet

SEND COMMUNICATION

To Sites

From the spreadsheet

File > Email > Email Collaborators

Include: All Site Supervisors, Jessie, Gab

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