How to Charge a Payback to a Participant who didn't complete the U-First Program Requirements

How to Charge a Payback to a Participant who didn't complete the U-First Program Requirements

These instructions are for the UMED Corporate Wellness Program Manager and will instruct them as to the steps taken in order to charge a U-First Participant the program payback when they have not fulfilled 100% of the U-First Program Requirements.

NOTE: You will need to set up your Payback Auto-Pays in the backend of MINDBODY before initiating payback to a participant.


  1. Ensure that you have discussed the status of the program with the participant and the following:
    1. Reference the U-First Payback Contract that the participant signed at the start of the program
    2. Requirements that were not met (ideally, you will have already been in contact with them to provide alternative options and/or dates to support them in completing the requirements)
    3. Amount that you will be charging to the participant and if the charge will re-occur more than once (auto pay schedule) 
    4. Schedule/dates that they participant will be charge if the charge will re-occur more than once (auto pay schedule)
    5. Review the Billing information on file in MINDBODY (if credit card) and ensure it will not expire before the payments are complete
    6. Ensure that you have the participants correct email address and home/cell phone number in case you need to contract them due to payment errors.
  2. Log into your MINDBODY Account
  3. Navigate to the Retail Screen
  4. Search the member that you are looking to charge
  5. Select Auto-Pays Bundle tab
  6. Select the Auto-Pay that matches the U-First Payback Contract that the participant signed at the start of the program
  7. Add item
  8. Select the billing information that you wish to charge
  9. Ensure that the box is checked next to the participant's email address so that they will receive a receipt each time their payment goes through
If the monies from the payback re going back into an escrow account for the Employerr/Payee of the U-First Program, make sure to note this payback in there.


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