Help Center

Objective

The objective of this SOP is to guide team members on how to purchase event bundles and assign events included in the bundles to team members effectively.

Key Steps

1. Log in to the website.
2. Choose the Events section.
3. Select the desired Event Bundle.
4. Read about the bundle details and pricing.
5. Add the bundle to the cart and proceed to checkout.
6. After completing the checkout process, access the Client Hub.
7. Navigate to Manage Events in the Client Hub.
8. Assign team members to specific events included in the bundle.
9. Select the series date for each event.
10. Hit Save to register team members for the events.

Cautionary Notes

• Ensure team members are properly assigned to the correct events to avoid confusion.
• Double-check the series dates selected to align with team availability.
• Verify the number of seats available for each event before assigning team members.

Tips for Efficiency

• Familiarize yourself with the different event bundles offered to make informed decisions.
• Take advantage of bundle discounts by purchasing multiple bundles.
• Reach out to support at support@servicestarconsulting.com for any assistance or questions.

Link to Loom

https://www.loom.com/share/8d172f21fb9842089366058c6b6750f3

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For additional help, please email support@servistarconsulting.com or book a 30-minute help call.