KNOWLEDGE BASE

Learn the basics of how FAcheck works and what you can do with it.

Getting Started

  • What is FAcheck?

    FAcheck is a state-of-the-art web application that empowers YMCAs to quickly and accurately qualify individuals for financial assistance, all while creating a welcoming experience. By eliminating the need to collect personal documents such as W2s and pay stubs, FAcheck reduces the labor required to verify eligibility for aid. This streamlined process makes it easier than ever for YMCAs to grant financial assistance to their members and grow their membership base, ensuring that more people can benefit from YMCA programs and services.

  • What Can it Do?

    • Check eligibility instantly
    • Capture member information
    • View recommended assistance levels
    • Save and track results
    • Sync results with Daxko (if enabled)
  • Who Uses FAcheck?

    FAcheck is designed with YMCA branch staff and administrators in mind—especially those who support members through the financial assistance process—making it easier and more approachable to help every individual get the support they need.

  • How It Works (Simple Overview)

    1. Enter member information
    2. Submit the eligibility check
    3. Review the results
    4. Save or print the outcome
  • Before You Get Started

    Navigate to the Account section in the left-side menu. Locate the setting for the automatic qualifying email and select whether you want this feature enabled. When enabled, the system will send an email to all individuals who qualify.


    If you choose to enable automatic emails, enter your standardized message in the designated text area on the Account page.


    To create additional users, select Branch Users from the left-side menu and click Add Users. Refer to the admin levels chart below for guidance on assigning appropriate permissions.


    For additional Association Admin users, submit a request, as these accounts must be created by the system administrator.

Checking Eligibility

  • Step 1: Enter Member Information

    Fill out all required fields including name, household size, email, phone number, and address.

  • Step 2: Review the Information

    Make sure all details are correct before submitting.

  • Step 3: Submit the Form

    Click Submit Details to run the eligibility check. Results are returned instantly. See Understanding Results section to learn more about this.

  • Important

    1. All required fields must be filled out.
    2. Email and phone are required if Daxko integration is enabled.
    3. Double-check spelling for best match results.

Understanding Results

  • Qualified

    Example of a qualified result.

    The member qualifies for financial assistance. You will see percentages for different programs such as memberships, swim lessons, or youth programs.

  • Not Instantly Qualified

    Example of not instantly qualified.

    The member does not qualify automatically. 


    You should continue with your organization’s standard financial assistance process.

  • No Match Found

    FAcheck could not find a matching record. (A new prospect may be created in Daxko if the integration is enabled.)

  • Next Steps

    • Add comments about the result
    • Select Accepted or Deferred
    • Click Save Details
    • Print results if needed

Roles

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Task Association Admin Branch Admin Branch User
Check Eligibility
Access Reports
Add Branch User
Edit and Add Branches
Edit Association Information
Add Branch Admin
Add Association Admins
View Financial Assistance Table
Edit Financial Assistance Table

Integration with the Daxko application

Admin Access Required

Only Association Admins can set up the Daxko integration. If you do not have access, contact your system administrator.

  • How the Integration Works

    When you submit a member through FAcheck, the system automatically searches Daxko using the member’s last name and email address.


    If a match is found:

    • A note is added to the member record
    • The note includes eligibility results and assistance amount

    If no match is found:

    • A new prospect is created in Daxko
    • All submitted information is carried over
    • A note is added to the new record

    This process happens instantly after clicking Submit.

  • Important Requirements

    • Email and phone number become required when integration is enabled
    • These are required by Daxko to create a prospect record
  • How to integrate with your FAcheck system

    This can be done through three easy steps at any time. 


    Step 1: Authorization. 

    A signed Data Access form is required to allow FAcheck to connect to your Daxko account. Once signed, it is submitted to Daxko for approval.


    Step 2: Add Branch Numbers.

    • Log into FAcheck
    • Click Branches
    • Click Edit next to each branch
    • Enter your Daxko branch number
    • Click Save

    Branch numbers should start with a capital "B". Contact your Daxko representative if you don’t know your number.

    We are able to assist with this step. Please contact us via our Support email


    Step 3: Enable Integration

    • Go to Account
    • Find the Daxko Integration toggle
    • Turn it ON
    • Click Save

    Once enabled, FAcheck will automatically sync with Daxko.


  • What Gets Saved in Daxko

    • Eligibility results
    • Assistance percentages
    • Staff comments
    • Member or prospect details

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