New Processes
Customer Service
Scanning Location Names
Finance
Team Challenge
100

Skip the plastic! Payments made without credit cards involved should be logged here.

Cash payment ledger

100

First impressions are everything! Name three 'warm welcome' practices you may want to use everyday

Greeting

Small talk

Calling by name 

Saying hello 

100

Bookworms, unite! This is the scanning point for our fun program geared toward avid tween readers.

Literacy Enrichment > MS Book Club or Middle School Book Club 


100

Membership fees? No thanks! Name two specific programs whose interns get a free pass on paying for their membership.

MYEEP, CYN, LLA

100

Envelope A

How to use Attendance Plus

200

This weekly team meeting activity, completed by AAs, keeps the squad aligned by sharing data with the group.

Data dive

200

Finish this sentence: "Thank you for calling Boys & Girls Clubs of San Francisco, Clubhouse, ..... "

how may / can I help you?" 

what can I assist / do you for today?" 

*name* speaking" 

200

Juneteenth! Dia de los muertos! Lunar New Year! All celebrations to use this scanning point on

Special Event > Cultural Event 

200

Cash rules everything around me! When accepting bills, a receipt must be emailed to the caregiver and sent to this secondary destination. 

Cashreceipts@kidsclub.org

200

Envelope B

Tracking special events

300

Homework Helpers! Gym Heros! They used to be tracked using QR codes, but now they're tracked exclusively through MCH. 

Volunteer Tracking

300

An upset parent is on the phone giving you an earful about a Clubhouse incident. Once they finish sharing their side, this should be your very next response

Thank you for telling me, let me connect you with the Clubhouse Director. 

That is an issue we take seriously, let me connect you with our Clubhouse Director. 

300

It would be un-bee-lievable to forget to scan here. We use this specific location to catch the buzz and track attendance for youth participating in this annual competition! 

Academic Competitions

300

This caregiver says, “Forget installments—I’m paying it all today!” What are the steps you should take to help them pay off their balance in one go?

1. Go to household account

2. Go to billing schedules > billing schedule #

3. Click on "Make All Payments Now"

300

Envelope C

Tracking volunteers

400

Making sure every kid can play! This is our system for when families are unable to pay the full cost of a membership.

Financial Aid

400

VIP coming through! Take these steps to welcome an outside partner or adult visitor who is arriving for a Clubhouse tour.

Greet them with a warm welcome, ask them why they are at the Club / their organization, have them sign in the visitor log, ask them to wait for the person touring them (CD / ACD etc). 

400

Get your glue sticks and good vibes ready! This BHS-based scanning location usually features a fun craft event.

Healing Arts 

400

Hold the phone! Before that child can officially kick off their summer fun, you need to check off these 4 crucial pre-start steps the moment a parent mentions Children's Council.

1. Ask for the first and last name of the youth.

2. Check the Children's Council Roll Sheet (If name is not present, case worker should notify Jolie).

3. Register the youth, charging fees to the household.

4. Submit Children's Council timesheets every month.

400

Envelope D

Applying a discount

500

This process is not new but revamped! It involves case workers, timesheets, and finance, OH MY! 

Children's Council 

500

TMI! A staff member / teen intern is around the front desk and talking about personal things that parents are overhearing. How do you redirect the staff / teen intern?

Clear is kind! 

- Let them know in a quiet tone to take their conversation to an office / room. 

- Tell them you need to talk to a parent and ask them to move their conversation outside the lobby 

- Check in with them when you don't have parents in the lobby and if it continues, check in with their supervisor 

500

You'll see them around, they're always a plus—but they don't hold any memberships with us. Who are these youth?*

OYS

500

Using a dedicated tracker and collaborating with the CD, you're responsible for assigning these to members.

Discounts

500

Envelope E

Taking a cash payment

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