Overview
HFSS checks for accounts with tuition overdue to send a remind and drop if payment is not completed.
Step 1
Locate Overdue Accounts
- Family page > Filters:
- Enrollment Status: Active
- Active on Date: Today
- By Balance: Overdue
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
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
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
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
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
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