hey team, for customers switching to bank payments...
# administration
c
hey team, for customers switching to bank payments, please keep in mind that once instructions are sent to them and they confirm they have switched, we (admin team) need to remove the cc fee from their subscription as a final step also can one of you confirm what instructions are given when parents ask for help with this?
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i
So far, that has been the only instance I have had this year. The others we have not yet had anyone ask. Thank you for the CC reminder. As for the instructions, from now on I was planning on letting them know: In order to update your account to a bank payment we would need you to visit this link (insert the page for managing their subscription)and click the button that state "Change Payment". From there you should be able to add your bank details and have it saved as the preference of payment. Please let us know one you have added your payment on file so we can double check it has been saved in the system. ^ please lmk if you would liked this to be altered.
c
can you check if there's a template in gmail instead? I think I hve one that is still relevant. Otherwise check documentation please, it should have a snippet there to send to customers.
i
Confirming there is no gmail template, and the instructions on task doc asks us to summarize for messages.