New Feature Quiz 4/20/2018

Where can you check if a client/user is eligible for a Booster (subscription) plan?

In Settings

By checking the Success Bundles (in any room)

By checking the Success Bundles (in the client/users room)

When do clients get charged for the Booster (subscription) plan?

End of the month

1st of the month

A month from when they sign up

A client cannot get more success bundles if they sign up for the Booster plan

True

False

Clients can schedule their own appointments without the help of a coach

True

False

What is our refund policy for a full refund?

Full refund if they cancel at least 24 hours prior to the appointment stat time

Full refund if they cancel at least 48 hours prior to the appointment stat time

Can give a Full refund if the client asks for a full refund

If a client cancels an appointment in less than 48 hours prior to the appointment start time, how much refund do they get?

They don't get any refund

They get 50% refund

If a client schedules an appointment for the same day but then cancels it, do they get a full refund?

Yes

To start an appointment you simply have to press the "start" button at the top of the page

True

False

What do you need to do before clicking "start" at the top of the page to start the timer?

You need to click the "start ___ - minute session" in the appointments (___ = number of minutes) first and then click "start" at the top of the page

You need to cancel the appointment to show that its been done

Can you schedule appointments when you're not on shift?

Yes

If you schedule an appointment off shift then you need to go /available

True

False

What is the flow of consultations?

//background script, //break up reason script, 1 personalized question, /coach, //immediate script (optional), ME message, /pitch

//background script, //break up reason script, 1 personalized question, /coach, 1 personalized question, //immediate script (optional), ME message, /pitch

//background script, //break up reason script, /coach, 1 personalized question, //immediate script (optional), ME message, /pitch

//background script, //break up reason script, /coach, //immediate script (optional), ME message, /pitch

If you need to go in the middle of a consultation after you did /coach, its okay to just toss the room

True

False

What is the command to let a client borrow hearts?

For every $1000 a client has spent with us, how many hearts can they borrow?

100 hearts

200 hearts

300 hearts

400 hearts

If a client has paid $2,850, how many hearts can they borrow?

200 hearts

600 hearts

400 hearts

800 hearts

How many minutes is 400 hearts?

15 minutes

30 minutes

45 minutes

60 minutes

What is the max amount of hearts someone can borrow?

400 hearts

800 hearts

1200 hearts

1600 hearts

Up to how many hearts/hours can a client borrow if they've spend $4000?

400 hearts

800 hearts

1200 hearts

1600 hearts

It's okay to tell the clients how many hearts they can borrow

True

False

If a user comes in and seems to know how the site works and/or asks for a specific coach, what would the next best approach be?

Transfer them to that coach

Ask if they're a returning client

Continue with the consultation as normal

If they say they are a returning client, what should you ask for?

Their name that is associated with the room

Their email/phone number thats associated with the room

If you want to look up the room for bob@gmail.com, what would the command look like?

After looking up the users account with their email/phone number, what should you do?

/mergeto roomname

/youare roomname

What is the difference between /mergeto and /youare?

/mergeto switches them to the original account

/youare switches them to the original account

How do you include paragraph breaks in notes?

By pressing enter

By pressing ctrl+enter

By pressing shift+enter

There are no paragraph breaks in notes

If a client has put their CC info and wants to switch to paypal (or vice versa), what should you do?

/getpayment

Tell them to go into their Settings page and click "update payment method"

/pitch

Hows your day?

Good

Fine

Meh

New Feature Quiz 4/20/2018

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