What Does "User Disabled Instant Login" Mean?
When you see "User disabled instant login" in your activity notes, it indicates that the customer has opted out of the instant login feature on their dashboard. This security setting prevents the creation of an instant login URL for their account, enhancing the user's privacy and security.
Understanding Billing Cycle Delays
Occasionally, a customer payment might experience a one-cycle delay. This situation occurs when a customer receives their delivery, has a payment scheduled, and then cancels their subscription. The scheduled payment is also canceled, leading to the delay. The customer is informed via a cancellation email that any outstanding balance will be collected in the next billing cycle.
Locating Inactive Customers with Outstanding Balances
To find inactive customers who have an outstanding balance:
Navigate to Admin Dashboard > Finance > Overdue Accounts.
For a specific list of inactive customers, access Advance Person Search without enabling the active filter.
After searching, download the results by pressing "Show" next to "Download CSV" and then "Download".
In the CSV, sort by 'Is Active' and 'Cash Balance' to identify inactive customers with negative balances.
Bulk Changing Customer Debt Limits
Yes, it's possible to adjust the debt limits for all customers in bulk. Simply go to Site Admin > Hub Details > Default Debt Limit and save your changes.
Addressing Customer Card Declines
For detailed information on why some customers might experience card declines, please refer to the specific article on this topic.
Identifying Customers in Credit
To find all customers with a positive cash balance:
Use the Advanced Person Search.
Filter as needed and search.
Download the resulting list as a CSV.
Open the CSV and use filters to find customers with positive balances in column G ('Cash Balance').
Communicating with Customers via Email
For guidelines on sending emails to customers through the Ooooby system and ensuring privacy with BCC'd addresses, see this article.
Viewing and Managing Automated Customer Emails
To review the automated emails sent to customers, access the article that showcases all default automated emails.
Adding a Customer from the Backend
Instructions for adding customers directly from the backend are detailed in a separate article.
Using the ‘Add Note’ Feature
When you add a note to a customer's account, it appears in their activity notes and in the Crew Dashboard > Customers > Incomplete Activity Notes. This section helps you keep track of important reminders.
Subscription Cancellation with Outstanding Balance
Customers are allowed to cancel their subscriptions even with an outstanding balance. They will be included in subsequent billing cycles until the balance is cleared.
Making Payments Through Windcave & Ooooby
Customers cannot directly make payments through Windcave. For billing or advance payments, they must contact the hub to arrange.