'How To' Before Appointment
Member Services
Coconut
Updating Ease of Use Team
At Appointment
100

Where members go to schedule their appointment

What is canvas.org?

100
Member lost cards

What is replace debit or credit card?

100

The first step in Coconut when the member arrives

What is "Check-In" and/or "Start"?

100
Your member journey champion's names

What is 'Brandon' and 'Doug'?

100

How do we know confirm our members identity?

What is verify ID?

200

The option that members choose when creating an appointment

What is Order Ahead Banking?

200

Member needs certified funds for a large purchase

What is a cashier's check?

200

The final step when the member leaves or is leaving

What is 'Finish'?

200

Fastest way to send a message to your Ease of Use Team

What is 'Teams Channel'?

200

Where do we document the ID?

What is receipt?

300

The number of family members needed to be available for Order Ahead appointments

What at least 1 family member?

300

The cash withdrawal limit with order ahead banking

What is $500?

300

The members appointment lives here

What is 'Coconut'?

300

How do you ensure that you get notified when there's been an update to the teams channel?

What is 'All activity' and/or 'notifications on'?

300

The receipt is then retained where

What is "with your checks" or "in your work"?

400

The 'Other' section on the receipt is documented in what way

What is 'Order Ahead'?

400
Member needs to add cash or check(s) to their account

What is a deposit?

400

The member doesn't arrive for their appointment

What is 'No Show'?

400

Family members on your team who have access to the teams channel

What is everyone?

400

The member skips their appointment but you already created the replacement debit card

What is 'destroy' or 'shred'?

500

How is the order stored until pick-up?

What is sole control?

500
Member didn't provide enough information to complete transaction

What is 'call the member'?

500

The appointment duration for an Order Ahead appointment

What is 15 minutes?

500

How does the member provide feedback on the order ahead experience?

What is 'QR Code'?

500

The member skips their appointment but you already completed their withdrawal

What is 'void'?