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Issuing credit card refunds

This training and video cover the process for giving a refund of a credit card purchase. …

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Creating a Survey

Creating a Survey

These are the steps to produce a high quality survey that will engage your customers and get maximum responses. …

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Aweber broadcast message for Authorize.net release

In this training I show you how to use Aweber to draft and prepare a broadcast message announcing an Authorize.net release. …

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Using Jing to communicate

Jing is a great free tool for creating screen recordings. We use Jing to communicate remotely as well as to respond to client requests. …

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Helpdesk flowchart

This flowchart goes through the typical process of responding to a helpdesk ticket. It’s important to know this chart and refer to it frequently. …

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Helpdesk full ticket response example

In this training I use my hotmail account to send in a ticket then show you all the emails you will see and the client will see as you respond to the clients request. …

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Helpdesk Views

The helpdesk allows you customize the way you view tickets. This customization includes which columns to include in the listing and how to order them. …

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Helpdesk Notifications

The helpdesk allows you to setup notifications when certain things happen. For example, you can setup your helpdesk account to send you an email each time a client survey is filled out for a ticket that you own. …

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Authorize.net debugging

The log files are the best way to debug the Authorize.net for WordPress plugin. …

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How to use the Helpdesk

I use a commercial support desk from Kayako. This allows me to communicate with all my employees and clients in a way that nothing gets lost. It also allows me to track time worked and time billable. It’s extremely important that you enter your time as soon as you reply to a ticket and that you bill […]

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