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Admin Verification

Admin Verification

1. Subscription Purchase Notification Email

Admin workflow

https://youtu.be/C-xTCSm6CsU

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/HmJ7KtDPsmE

Step

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

https://youtu.be/WygVNhZ1BcY

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

https://youtu.be/gP0v9F7wZMs

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

https://youtu.be/lpNqkRIS-cQ

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

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