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Understanding Wallet & Transactions Inside TutorMax
This SOP provides a step-by-step guide for team members to manage wallet transactions and track charges in the Max account effectively.
Key Steps
1. Understanding the Wallet Functionality 0:01
- The wallet in your Max account auto-recharges with $10 when the balance reaches zero.
- This wallet is used for various services including phone calls, SMS, and email credits.
2. Accessing Wallet Transaction Summary 0:19
- Navigate to Billing in your Max account.
- Click on Wallet Transaction under Settings.
- Select Summary to view spending details.
3. Reviewing Spending Details 0:45
- Check the summary to see how much has been spent on services (e.g., phone system, SMS).
- Example: An account may show $0.39 spent on the phone system.
4. Tracking Charges 0:58
- Go to Payments in your Max account.
- Review all incurred charges to keep track of expenses.
5. Seeking Assistance 1:12
- If you have questions or need help, reach out to your Customer Success Manager.
Cautionary Notes
- Ensure to monitor your wallet balance regularly to avoid service interruptions.
- Be aware of the auto-recharge feature to manage expenses effectively.
Tips for Efficiency
- Set reminders to check your wallet balance weekly.
- Use the summary feature to identify any unexpected charges and address them promptly.