Refund processing

SECTION ONE: PROCESS OVERVIEW

TITLE: What are you calling this process?

> Refund processing

SUMMARY: A one-sentence description of the process.

> Bi-weekly newsletter with an overview of forum activity, to provide updates to our clients, going out every other Saturday.

WHY: Briefly explain why the process is important.

> Since the forum is growing bigger and bigger, it is really easy to miss something that is important for them. This brief overview helps others to go through the most important topics that were discussed over the last 2 weeks.

INTERVAL: How often does this process need to be complete?

> Every other Thursday (as it is checked and polished for grammar by Maria overnight and then final check on Friday by Tomas or Andrew)

SECTION TWO: PROCESS EXECUTION

STEP #1

OntraPort

• remove tags allowing to access the course (like "Market_Internals_Has_Access" or "Market_Internals_Pro_Has_Access")


• add a refund tag (e.g. "Market_Internals_refund" or "Market_Internals_PRO_refund")


• remove contact from sequences (e.g. "TMI EG 3. Purchase")

update the user by adding to sequence "AA User - Update"

STEP #2

PayPal refund

• Login to PayPal


• Find the right payment based on the name or email address


• Scroll down to section issue a refund


• Issue and confirm a refund (follow the print screens below)

SECTION THREE: REPORTING

WHO: Who should be the outcome sent to?

>

WHAT: What are you expecting to see in the outcome?

>

WHEN: When does the person reviewing the outcome want it?

>

HOW: How should the outcome be delivered?

>