Admin Verification
Admin Verification
1. Subscription Purchase Notification Email
Admin workflow
Step | Annotation text |
|---|---|
Opening | Subscription Purchase Notification Email |
1 | Open the mailbox used for purchase notifications |
2 | Locate the new subscription purchase email |
3 | Review the sender, subject, and content |
4 | Open Events and Logs section |
5 | Review the included member and purchase details |
Closing | Result: Admin can confirm that the purchase notification was received |
2. How to Verify a New Subscription Purchase in Alpaca
https://youtu.be/HmJ7KtDPsmEStep | Annotation text |
|---|---|
Opening | How to Verify a New Subscription Purchase in Alpaca |
1 | Review the Subscription section after payment for the new subscription plan by the customer |
2 | Confirm the purchased plan |
3 | Confirm that the purchase is active |
Closing | Result: Admin can verify that the purchase was created correctly |
3. How to Review Purchase Price and Promo Code
Admin workflow
Step | Annotation text |
|---|---|
Opening | How to Review Purchase Price and Promo Code |
1 | Open the New touch> Choose the patient> Complex form> Subscription tab |
2 | Open the subscription details if needed |
3 | Review the purchase price |
4 | Review the applied promo code if used |
5 | Confirm the final amount |
Closing | Result: Admin can verify the subscription price and promo code |
4. How to Review the Primary Wellness Specialist and Booking Restriction
Admin workflow
Step | Annotation text |
|---|---|
Opening | How to Review the Primary Wellness Specialist and Booking Restriction |
1 | Open the Subscription section |
2 | Open the active subscription details by clicking on the Subscription plan name |
3 | Review the assigned Primary Wellness Specialist (Main specialist on the Specialists tab) |
4 | Open the booking flow if needed (Services tab) |
5 | Confirm that only the allowed specialist is available |
Closing | Result: Admin can verify the member’s specialist restriction |
5. How One-Time Specialist Consultations (Add-Ons) Work
Admin workflow
Step | Annotation text |
|---|---|
Opening | How One-Time Specialist Consultations Work |
1 | Open the Subscription section |
2 | Review the assigned Primary Wellness Specialist for the paid subscription |
3 | Open the purchased one-time service or add-on |
4 | Start booking for the one-time service |
5 | Confirm that the relevant specialist is available for this service |
Closing | Result: One-time services can be booked with the allowed specialist |