Manager's Checklist
Ideally, when should you complete the Manager's Checklist?
At the beginning of your shift.
This status means the member is paid up and does not require any additional forms?
Current
EFT stands for?
Electronic Funds Transferred
This report shows your transfer ins/outs
Franchise Settlement
What does DFR stand for?
Daily Financial Report
This status means the member is paid up, but needs to fill out a billing agreement?
Pending
When should you run your EFT declines?
Every Friday, 15th, and 30th
What should the owner be checking in the system regularly?
Dashboard
How often should you be role playing?
Daily
This status means they are on pause until they decide to come back?
Frozen
What declines do you not need to run?
Suspended
What form does the owner needs to sign before receiving services?
Safety Acknowledgement
What report do you use to check comps?
Waives/Returns/Comps
This status means the member owes you money usually due to insufficient funds
Suspended
What day is your biggest day of the month that you will see declines?
28th
What tab in the system will show you where your Active members are trending?
Spa Projection
What report do you use to check on why someone cancelled their membership?
Member Status
When the member is in this status you run their declined dues on Friday, 15th, & 30th
Hold
What 3 things do you need to complete when trying to collect declined dues?
Run dues, Call, Notate Account
When receiving a credit card dispute, you will use this report
Credit Card Reconcile report