Agreement Billing Workshop
Spring 2024 Session Option 2
We will cover how members can manage their payment options, communication and email template tips, how to manage declines and update information, and recommended reporting options to get the numbers you need. This workshop is best suited for individuals who already utilize Agreement Billing and recurring payments within Fusion.
11:00 AM- 1:30 PM EST
What can I expect to learn from this workshop?
Develop in-depth knowledge in the following Fusion modules:
- Agreement Billing
- Invoice Management
- Reporting & Revenue
Be able to identify:
- Key Fusion language and terms utilized by front-line staff and members
- Common aspects of errors members or staff may encounter
- Areas to enhance for more streamlined member management procedures
Obtain a better understanding of:
- Functionality options with Agreement Billing such as: Agreement Waivers, proactive approaches to declined cards.
- Common problem solving techniques to better serve your members when updating cards and communication.
Hello from Sunny Florida future Fusion Champions! I am thrilled to be an instructor for the Fusion Champ Series courses & look forward to working closely with you all. I am located in Lakeland, FL but no stranger to the Midwest climate as I am a Wisconsin cheesehead native.