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Customer Card Flashcards | StudBud
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Customer Card
Customer Card
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#customer #card
Flashcards
11 cards
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Practice quiz
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Host live
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Questions
11
Answers
1
how many services are in a general quarterly service?
4
5
3
6
2
If you cant find a customer by address, how else can you look them up?
name
facebook profile
phone number
email
3
If a customer wants to be taken off of Auto pay, how do you do that?
make a note of it
go to the billing tab and switch it to NO
contact the billing department
keep them on the CC and dont do anything
4
Where do you go to make a Red note?
documents
info
admin
notes
5
If a cutomer has a past due balance where is the FIRST place you see it?
when you check the billing
as soon as you open up the card
when you look at the invoices
in the notes
6
how do you add a customers bae to the contact list?
in info under additional contacts
in the notes
in thier documents file
write it in the appointment notes
7
Where do you go to check history of services?
documents
notes
subscription
appointments
8
Where should you send the cancellation confirmation?
through their customer card
slide in the DM'S
through email
by text
9
What do you do if a customer wants a certain tech ONLY
say sorry i cant do that
make a normal note
make a RED NOTE
Tell your manager
10
If someone wants to cancel where should you look first?
check documents
check subscription
look at billing info
look in the notes
11
Where do you go to update credit card info?
invoices
billing
info
subscription
