Agreement Billing Workshop

Spring 2025 Session

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.
Course Date

April 16th

Course Time

2:00 PM-  4:00 PM EST

What can I expect to learn from this workshop?

In-depth knowledge

Develop in-depth knowledge in the following Fusion modules:
 

  • Agreement Billing
  • Invoice Management
  • Reporting & Revenue

New tools

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

Better understanding

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.


INSTRUCTOR

Andy Boehnlein

Hi! I am so excited to be working with you all within the Fusion Champ Series courses! Currently, I am located in Albuquerque, New Mexico, but have also lived in Ohio and Michigan.
 
Prior to working at Fusion, I worked in the Campus Recreation field mostly with intramural sports, club sports, and summer camps. I joined the Fusion Education Team in May 2023. My favorite part about my job is getting to work with clients and staying engaged in the campus recreation world, but from a different lens.
 
Some fun facts about me: I love theater, sports, being outside (mostly walking my dog), and crafting.