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BC400-0000002
Paulina
Created on March 7, 2024
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Transcript
The Basics of CS4000
Understanding the Administrative System Behind Travorium
GO!
Index
Magnifying Key Features
Unit 3
Reviewing the Bigger Picture
Unit 2
Review of the System
Unit 1
What is the CS4000 & how do we use it?
Objectives
Objectives
What is the CS4000 & how do we use it?
The CS4000 is a system uniquely designed for Travorium and its customers. We utilize this system to:
- Manage customer data and information
- Process orders and invoices
- Send out important information
- Assist with customer inquiries
Unit 1
Review of the System
Unit 1
Review of the System
Unit 1
Review of the System
Partner/Customer Maintenance: The majority of partner and customer inquiries will necessitate the use of one or multiple tools from this toolbox. It's essential to familiarize yourself with the function and purpose of the links. Note that not all of them will be outlined, as you may not need to use each one. It's essential to familiarize yourself with the function and purpose of the links. Note that not all of them will be outlined, as you may not need to use each one.
Activate, refresh, or reload the Titanium services on an account.
Activate, refresh, or reload the Platinum services on an account.
Process a payment for the member through their account.
Create a template for the efficient and automatic processing of the correct travel membership payment each month.
Activate, refresh, or reload the member's Dining & Shopping Dollar services. (US ONLY)
Activate, refresh, or reload the member's Travel Site services.
Activate, refresh, or reload the member's Dreamcation services, encompassing both Getaways and World Tours.
Examine the account detailing commissions disbursed to members and assess whether the requisite qualifications were fulfilled.
Record any actions taken on the account or information exchanged with the member in this log.
Unit 1
Review of the System
Review the member's volume history.
Review the Travel Points History on the account.
Clear further attempts to process a payment after a payment has been successful on an account.
Review someone's Genealogy
Downgrade a member's account from Platinum to Titanium.
Send PayQuicker invitation
Review World Tour bookings/transactions for a member.
Create a template for the efficient and automatic processing of the correct travel membership payment each month.
Activate, refresh, or reload the member's Dining & Shopping Dollar services, and/or Travel Site.
Review different login sessions and location of account access.
Re-send Welcome to Travorium email to a new member.
Order history of transactions, monthly membership payments, reviewing the autoship for the member
Access to the member's online account
Unit 1
Review of the System
Unit 2
Reviewing the Bigger Picture
Unit 2
Reviewing the Bigger Picture
When you open someone's account
Of what you will see
This is an example
Unit 2
Reviewing the Bigger Picture
Unit 2
Reviewing the Bigger Picture
Unit 2
Reviewing the Bigger Picture
Unit 3
Magnifying Key Features
Unit 3
Magnifying Key Features
Call Log: The Call Log is where you will document all your notes, changes, and any interactions with customers where the information may be relevant or important for someone to reference in the future.
View Orders: The View Orders section is where you can track all paid, unpaid, refunded, and canceled orders for our members. It is crucial to become familiar with checking this and being able to read and understand the status of a member's account. This will help in the majority of your inquiries.
Unit 3
Magnifying Key Features
Create Autoship: The Create Autoship feature allows you to add a template, which essentially instructs the system to process a specific payment on a designated date, ensuring that payments are processed in an orderly manner.
View Online Office: The View Online Office option will take you to the customer's 'back office', where you can access their account services, review their commissions, check their team structure, and see everything from their perspective. This enables you to provide precise information and instructions based on their account details.