Quick Summary:
Transitioning a customer to the AMP Clarity system is simple, seamless, and designed for speed. This training video walks you through the full migration process—from identifying the customer to finalizing their membership in the app. No payment is due today, and the customer’s billing period stays the same.
Key Learning Objectives:
✅Select a session and begin the migration process
✅Identify legacy account info and enter updated contact details
✅Create a new customer profile in the AMP app
✅Add a credit card for future recurring payments (no charge today)
✅Finalize with checkout and a digital signature to complete the migration
Step-by-Step Process:
Step 1: Access Customer Session
Navigate to the retail app and locate the customer session—in this example, Ivana Zoom in Lane One. Tap the session bubble to access detailed customer information.
Step 2: Review Customer Profile
Upon opening the session, Clarity displays relevant customer data, including vehicle make, model, and license plate.
Step 3: Initiate Membership Purchase
To begin the membership sale, select “Purchase Membership” from the session interface.
Step 4: Select Membership Plan
You’ll be directed to the plan selection screen. Choose the appropriate membership tier based on customer needs and preferences.
Step 5: Confirm Payment Method
If the customer has a saved payment method, it will be available for immediate use.
Optional: You can change the payment method or apply a promotion/referral code at this stage.
Step 6: Proceed to Checkout
Once the plan and payment method are confirmed, tap “Checkout” to continue.
Step 7: Terms Agreement
Present the terms and conditions to the customer. They must review and agree before proceeding.
Step 8: Capture Digital Signature
Request the customer’s signature directly on the device. After signing, they should tap “Agree” to finalize the transaction.
Step 9: Membership Activation
The membership is now successfully attached to Ivana’s account. The sale is complete.
