Money money money money...MON-AY
"I want to change the payment method for a workshop that already billed."
What is NO?
If Spear cancels an event, this is the amount of funds that we would refund, if any
What is 100%?
"I want to change the name on my membership to my spouse." You'll need to do the following
What is advising the customer that this is not possible due to CE and contracting. Your spouse will need their own membership and can get one when your membership ends?
When we say "Jiggle", we mean doing this
Updating the user's position and user type in core/legacy/myriad
This person rocks Xmas better than Santa himself
Who is Jackie?
"I was told I'd be billed $200/month for Study club, but I'm being billed $280"
Who is the CSM?
"I went to a workshop but didn't attend the 3rd day, I would like to know where I can locate my CE"
What is NOWHERE because you don't qualify for CE if you miss the entire third day?
"I'm an associate with a Nav practice and I can log in, but can't see the Nav center." Support will....
What is verifying the user group and then adding the associate to SPOC?
We use Dynamo to do the following
WHAT IS TRICKING ALAN?
This person is afraid of fun
Who is Orion?
"My account closed because I didn't pay y'all. I don't remember who my study club advisor was. I want to rejoin now." Support will escalate to...
Who is the study club advisor/CSM?
"I completed an online course but can't find the CE. HALP." These are the steps support would take to verify.
What is checking the history/course page and reviewing the CE page itself?
"I don't want to cancel, but I don't want to renew." You'll have to do the following
What is marking the contract line to "terminate"?
There are two NS ID types, but only one is referenced in core/legacy/myriad
What is the NS Internal ID?
This person is afraid of a certain type of bird
Who is Alan?
"I want to restart my membership. I had Foundations but it closed because my card expired." Support will do the following
What is create New/Winback ticket for orders?
If a customer has a credit memo, this is where we'd confirm how much and when it expires
What is the Support Case?
An owner wants to pay for an associate's membership. They'll have to do this-
If that doc is in a CSM's BoB, that means they are in....
What is Book of Business?
This person has gone to every single state in these United States
Who is Allison?
"I showed up to campus but no one told me the event was cancelled. GRRR!!!!" Support will escalate to....
Who is Allison, Jen, and Braxten/relevant sales rep?
"I was a no-show for a workshop in 2023 and want to register for a new course." The name for the attendee category in the new registration is this
What is an Audit?
"I have a large practice and want some information on coaching."
What is TIME TO DANCE, THAT'S A NAV LEAD? Escalate to the territory EA/EC if no membership, or to Lisa if it's in her BoB!
A Study Club's PCA CSM stands for these words.
What is a Pre-Club Assignment CSM?
This person's furry companion can't stop trying to quit them.
Who is Lisa?