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Reception Review: Clients and Transactions

  1. What pieces of profile information does the guest of a client share with the primary account holder?
    1. Phone
    2. Email
    3. Login into client app
    4. VIP status
    5. Service History
    6. Client Notes

 

Answer: A, B, C, 

 

  1. How can a client’s password get set/reset for the client app?
    1. Paper airplane icon (appointment details/ ticket)
    2. Magic Password link in profile
    3. Forgot Password link at log in
    4. Entered directly on profile page
    5. Padlock icon in client search window

 

Answer: All of the Above

 

  1. Who can unlink shared Credit Cards On File?

 

Answer: The primary account holder and employees with access to the client file.

 

Note: Only employees with access to the client file can link credit cards.

 

  1. True or False? Any transaction can be voided.

 

Answer: False. Voids can only be performed on the same day as the transaction. To learn more, click here. 

 

Transactions that have already batched need to be refunded.

 

  1. What are the steps when refunding a card present transaction that was run through the terminal?

 

Answer: On the transaction page, selecting Issue Refund will queue the terminal for a card to be chipped or typed in. The card must be the same card that paid for the ticket originally. Choose Full or Partial Refund. Choose a Reason. 

 

To learn more about full refunds, click here.

 

  1. Where can tickets be merged?
  1. The Transaction page
  2. The Dashboard
  3. The Appointment Calendar
  4. The Open Ticket page
  5. None of the Above

 

Answer D. To learn how to merge tickets click here.

 

  1. Which report do you use to open and close your day?

 

  1. Today’s Team 
  2. Sales 
  3. Register
  4. Dashboard

 

Answer C

 

  1. True or False? If a guest responds to an auto notification incorrectly, the salon will be notified.

 

Answer: True. Responses appear in the Messages window indicated by a gray circle in the upper right corner of the Aura window. If there are any unread messages, the circle will display in blue.

 

Note: Access to this feature is determined by your plan.

 

  1. True or False?  Salons cannot send/receive images through texting.

 

Answer: False. Images can be sent and received through Two Way Texting. To learn more click here.

 

Note: Access to this feature is determined by your plan.

  1.  If a guest comes in and wants to only purchase retail or a gift card, you can easily complete their transaction by:

 

  1. Watching a Help Center video
  2. Creating an appointment
  3. Using the Walk-In feature
  4. Resetting their password

 

Answer C. To learn more about walkins, click here.

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