Step 1: Identifying the issue
The first step in helping your client is to identify the specific problem they are encountering.
Step 2: Gather detailed information
To expedite the support process, gather detailed information about the issue. Ask your client the following questions:
What specific difficulties are they experiencing?
Are there any error messages or screenshots they can share?
Have they tried any troubleshooting steps so far, such as restarting your phone, deleting and reinstalling the app, etc.
Is there any additional information that might be relevant?
Step 3: Direct them to our customer service channels
For immediate assistance, direct your client to our customer service channels. Our response time on these platforms is typically under 5 minutes:
Email: [email protected]
Live Chat: Available in the Checkboard app
Encouraging your client to provide all the gathered information when reaching out to ensure a quick and efficient resolution.
If your client is unable to contact us directly due to exceptional circumstances, you can act on their behalf. Provide us with the details you have gathered about their issue. Once we receive this information, we will place your client on our "Outgoing Calls" list and contact them as soon as possible.