We recommend agencies provide a training session with each client as part of the website handover process. We've found running a handover & training session vastly improves overall client satisfaction, helps reduce your support load, and provides a good opportunity to setup billing and administrators.
Recommended Training Topics
Website & Contacts
- Adding new pages, moving pages, and editing Page settings.
- Editing and updating website page content.
- Managing media and uploading files to a page.
- Adding blog posts / news articles to the website.
- Contact management, how to filter by conditions, and where to find form submissions and enquiries.
- Create and send an e-mail newsletter.
- Basic automated workflows (eg. e-mail message on form submission).
- Connect Facebook, Twitter & LinkedIn social accounts.
- Invoicing and how to raise a manual sale.
- Adjustments and refunds.
- Order shipping fulfilment.
- Add / remove / update Products.
- Inventory management.
- Managing Product Categories.
Towards the end of your training session, setup the client with an administrator login and ensure payment information is entered into the account:
1. Invite Administrators
To send an e-mail invite to administrators, login to their website account and navigate to Dashboard > Settings > Administrators.
Each admin user needs to have their own unique account (rather than a shared login).
Users will enter a mobile number as part of the invite process, which will be used for 2-factor authentication.
If the e-mail invite doesn't arrive in the client's inbox, advise them to check their spam / junk folder. Otherwise, you can edit the administrator's contact record and set a password for them manually.
2. Add Payment Information
After the client has been setup with an administrator login, they can navigate to:
Dashboard > Settings > My Account to view all invoices and add payment information.
Clients can pay via:
- Visa debit and credit cards.
- MasterCard debit and credit cards.
- American Express debit and credit cards.
3. Set Billing to "Active"
Oncord billing runs on the 1st of each month, on all accounts set to the Billing Status of "Active".
To update the billing status of one of your accounts, login to the Reseller Panel and navigate to the "Your Websites" page to view all your accounts. Edit the website, check the features / pricing plan is correct, and change the Billing Status from "Paused" to "Active".
If you need help with any of the above, or for any billing errors please contact us, and we'll work through a solution.