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73 Cards in this Set
- Front
- Back
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Explain the process in DETAIL when an RFC member calls in to make payment WITHIN THE 10 day GRACE PERIOD |
1) Verify RFC Date in F7 2) Confirm authorization based on RFC Email 3) Check F4 4) SRCO Only take PCA on PCS accounts SCOL to reinstate to collections if needed |
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F2 |
Club Info |
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F3 |
Exit Function |
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F4 |
Club Note Pad |
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F5 |
Update Changes |
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F5/F1 |
Billing Update |
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F6 |
Print Letters |
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F7 |
Member Notes |
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F8 |
Payment Schedule |
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F9 |
Payment History |
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F10 |
Payment Breakdown |
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F11 |
Club Fees |
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F12 |
Exit |
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Shift F1 |
Previous contract changes |
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Shift F2 |
Associated Accounts |
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Shift F5 |
Secure IVR |
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Shift F7 |
Imaging |
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Shift F10 (FROM F4) |
Key Word Search |
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Shift F12 |
Soft Changes |
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List EVERYTHING you are authorized to do for Processing Plus members |
1) Update Contact Info 2) Update Billing 3) Take Payment |
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FRE |
Calling Regarding a Freeze |
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CNX |
Calling Regarding a Cancellation |
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NBU |
Calling To Update Billing |
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WEB |
Calling About ABC’s Website |
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LTR |
Calling About Written Correspondence |
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PHN |
Calling About a Phone Call |
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DFT |
Calling Regarding a Billing Issue |
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UMI |
Calling To Update Member Information |
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RSC |
Calling To Request Status Letter |
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VPD |
Calling To Verify Payment Due |
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VCI |
Calling To Verify Agreement Information |
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ENH |
Calling Regarding An Enhancement Fee |
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CNT |
Continuation of Above |
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FYI |
For Your Information |
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INF |
Information Follows |
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WCC |
“We called club” |
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WCM |
“We called member” |
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PPMA |
AMERICAN EXPRESS |
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PPMD |
DISCOVER |
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PPMV |
Visa |
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PPMM |
MasterCard |
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PPME |
EFT |
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PPMC |
COUPONS/STATEMENTS |
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PNDR |
NON-DRAFT |
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PPMR |
REVERSAL |
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PPMS |
SPECIAL REVERSAL |
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PPMP |
PROBLEM ACCOUNT |
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There are 3 ways to temporarily stop a recurring draft. |
1) WSC - Will Send Check 2) MSC - Member Sent Check 3) WPC - Will Pay Club
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EFT re-draft process |
1) Bill Date 2) Full past due amount re-attempted following Friday, next day, date scheduled in DUD/PBP, etc 3) Full past due amount re-attempted following Friday, next day, date scheduled in DUD/PBP, etc 4) If the 3rd attempt is unsuccessful PPMR 5)If the 3rd attempt is successful, normal billing will resume with the next invoice. If payment declines R01/R09 once more PPMR. 6) Anything other then RO1 or RO9 goes straight to PPMR |
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CCD re-draft Process |
1) Bill Date 2) Nearest M, W, F up to five re-attempts (six total including original draft) 3) PPMS 4) Re-draft every Friday after that |
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Open End Agreement |
Month to Month No Exp Date or Renewal |
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Install |
Certain number of payments, with exp date, may renew |
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Cash |
PIF for certain amount of time. Exp date, may renew |
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Open End Cash |
Comp - No payments, No Exp Date, No Re-newal |
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How do you make a payment from billing information on file? |
1)F7 - Note DFT and Password 2) PBP 3) DUD 4) Make sure to include conv. fee in the total 5) Delete CDU |
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How do you make a one time CCD Payment? |
1) F7 - Note DFT and Password 2) PBP 3) CCD 4) Make sure to include conv. fee in the total 5) Delete CPB |
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How do you make a one time EFT Payment? |
1) F7 - Note DFT and Password 2) PBP 3) EFT 4) Make sure to include conv. fee in the total 5) Delete CPB |
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What two locations may contain BUYER information? |
1) Front screen member flag N = Buyer in primary member section and primary member in secondary member section 2) Bank Info side panel F10 |
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How do you stop EFT auto draft? |
1) Check PrtPayBook field in F4 Control Variables and inform member of info 2) Check the contract info side panel for passible rate increase 3) Let member know they will need to send in written request |
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How do you stop CCD auto draft? |
1) Check PrtPayBook field in F4 Control Variables and inform member of info 2) Check the contract info side panel for passible rate increase 3) Obtain Verbal Password - Note in F7 under NBU 4) F7 - PPMC (Coupon/Statements) PNDR (Neither) |
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How do you enter in a Canadian routing number into the I740? |
Put the last 3 numbers in the front |
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What Code is used to reinstate a Problem Account and what screen do you use? |
SRPA/ F7 |
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If a member is PAST DUE, how far can you postpone the payment? |
Within the next 10 days |
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If a member is CURRENT, how far can you postpone the payment? |
Up to 10 days past the next bill date |
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When are CREDIT CARD payments sent to the financial institution for processing? |
Each day by 6am |
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EFT Payments scheduled for Sat, Sun and Mon. are sent when? |
The Friday before by 2pm |
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EFT Payments for the next day are sent when? |
The day before by 2pm |
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Define Annual Enhancement fee as if you were explaining the fee to a member. |
Typically used for the upkeep and maintenance of the gym, but may be used for other reasons. |
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What are the authorized to do? 1) Level 1Club Contact 2) Level 2 Club Contact 3) level 3 Club Contact |
1) Member Info Only 2) Member Changes Only 3) Club and Member Changes |
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Who CAN NOT use the IVR? |
1) Canadian Accounts 2) Spanish Speaking Members 3) Inactive Accounts 4) RFC 5) PPMP/ PPMR/ PPMS 6) Payment for a different date |
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What screen is used to waive fees? |
F10 |
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What two codes are used to waive fees? |
WLF and WSF |
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Where would you go to obtain an "approval code"? |
Main Menu - WAC |
