Operators have the ability to create Help and Refund Requests directly from the dashboard without needing to access the customer app. This feature allows you to streamline the process of managing customer issues by making requests quickly and efficiently. You can create a new request by clicking the Create Request button, which is accessible from anywhere within the dashboard, making it easier than ever to address customer needs.
Creating a Help or Refund Request
Access the "Create Request" Button
The Create Request button is available from anywhere on the dashboard, providing quick access no matter what page you are on.
Choose Request Type
When you click Create Request, a dropdown menu appears with the following options:
Help Request: Use this option if you want to create a new help request for the customer. This is useful when the customer needs assistance with an issue or when submitting details regarding a service.
Refund Request: Choose this option to create a refund request, allowing the customer to receive reimbursement for a product or service.
Search for an Existing Customer or Add New Customer
In the New Request window, search for an existing customer by typing their name, email, or phone number.
If the customer is not yet in the system, you can click + Add New Customer to enter their details manually.
Fill Out Request Information
For Help Requests:
Fill in details like Request Type, Description, and optionally include equipment or an image.
For Refund Requests:
Based on how you have refunds set up you may be prompted to enter Refund Amount, Refund Method, Payment Method, Transaction Date, etc.
Ensure that all information, including customer contact details, is correct before proceeding.
Save the Request
Once you have filled out the required information, click Save to create the request. The request will be created, and the customer will be notified that a request was created on their behalf.
Creating Requests from an Existing Request
Operators can also create Help or Refund Requests from an existing request in order to add more information or create a related request for follow-up. Here’s how:
Open the Existing Request
Navigate to the relevant Help Requests or Refunds section and locate the request you need to add more information to.
Use the Three-Dot Menu
In the request row, click the three-dot menu (⋮) on the right-hand side.
Select either Create Help Request or Create Refund Request to initiate a new request that is linked to the existing one.
Complete Request Details
Fill out the new request details using the customer information already available. This allows you to provide additional support or make changes to the refund process based on the existing request.
Conclusion
The ability to create Help and Refund Requests directly from the dashboard provides operators with an efficient way to manage customer needs. With the flexibility to add new requests or create them based on existing ones, operators can offer timely and effective service. If you need further assistance or have questions about creating requests, please contact our support team.