- Do not call on the first or 2nd ticket. Only call on the following.
- Call the member on the 3rd and 5th reminder, send canned response for automatic hold for Commission payments, loss of access to Company systems, and loss of ability to book further travel with Company credentials.
If Agent Picks Up and Updates the Card
(Transfer the call to Mariah or Abhinay so they can complete the next steps)
- Update the Card on File in Stripe
- Click the Invoice in Stripe and press "Retry Charge"
- After it goes through, go to WorldVia PRO and make the status "Active"
If Agent Does Not Pick Up
- A total of 5 tickets will populate over the next 5 days. Call the member in an attempt to update the card on file after each ticket is received.
- After the 5 tickets and 2 call attempts
- Change the Trams Agent Profile to Inactive - This will notify Accounting
- Merge all 5 tickets in the Agents Freshdesk account
- Assign the ticket to Abhinay in Pending
- Abhinay will process the termination after 7 business days