Rolling out Daxko Flex Fees: How to communicate changes and keep members engaged

Rolling out new technology and systems is always a balance of strategy and empathy, especially when it impacts the way members make payments. For nonprofits and member-based organizations, the introduction of Daxko Flex Fees can streamline operations and create more flexibility. Success is also driven by how well you communicate the rollout and engage your staff throughout the process.

Below, we break down key strategies for implementing Daxko Flex Fees with clarity, care, and confidence.

When approaching any Daxko implementation, it’s critical to establish internal alignment first. Define your timeline, identify the staff responsible for managing the Daxko Flex Fees rollout, and map out touchpoints where staff and members will need extra support.

Tips for your internal plan:

• Create a checklist for staff covering technical setup, training, and FAQs.
• Practice and roleplay related member conversations with your team to improve staff confidence and identify any helpful refinements.
• Use Daxko’s resources, including onboarding and training modules, to streamline adoption.

By preparing staff first, you ensure they can confidently answer member questions and guide the transition.

The most important factors in successful transitions are staff clarity and member trust. Communicating clearly and early reduces confusion and strengthens confidence in your organization.

Best practices for how to prepare:

• Align with your leadership on your preferred staff training and communication strategies.
• Share example communication templates with staff to keep messaging consistent.
• Ensure staff-facing signage is compliant and discreet.
• Use simple, non-technical language to ensure accessibility.
• If payments are referenced in member communications, reassure members about what’s staying the same and highlight the benefits—automatic drafts, flexible payment options, smoother operations, and uninterrupted service.
• If relevant and approved by leadership, update future member agreements.
• If members ask about the change, ensure staff are ready with simple, supportive talking points that emphasize available payment options and frame responses within the context of the standard nature of transaction fees across many services and industries.

Clear, consistent messaging—delivered when needed—helps both staff and members feel supported and builds long-term trust.

Change can feel disruptive if not paired with engagement. Make staff and members feel like partners in the process by inviting feedback and keeping the tone positive.

Ideas for engaging members during payment changes:

• Provide staff with friendly, reassuring talking points.
• Encourage staff to take extra time at the front desk to support members directly.

The more members feel supported, the smoother the rollout strategy for nonprofits will be.

Rolling out Daxko Flex Fees is an opportunity to strengthen member relationships. With the right strategy, clear communication, and ongoing support, your nonprofit can create a foundation of trust that carries forward.

Ready to see how Daxko Flex Fees can empower your organization to grow with confidence? Schedule a demo with Daxko today.