ExpensePoint™ team offers free onboarding assistance up to 14 days. During this time you have the opportunity to browse the app and setup your basic needs.
Complex business structures are offered 30 days for the onboarding and follows the following process:
- KickOff Meeting gathering basic information (setup form) for account setup
- Credit Card Integration
- Admin training
- Delivery training
- User training
Key Forms and Checklists:
- Setup Form
- Test Checklist
- Final Checklist
Onboarding Roadmap:
- Kickoff (KickOff Meeting->Customer SUF Completion -> Account Setup/Integration Tickets Creation)
- Present Onboarding Roadmap
- Present Set Up Form (SUF)
- Confirm additional basic info for your account
- Book for SUF Completion
- Book for Date and Delivery Meeting
2. Delivery (Delivery Meeting->Admin Training-> Account Testing)
- Account Credentials
- Your Implemented ACCOUNT PRESENTATION
- 1ST Admin training
- Supplementary Billing (if required)
- Account Testing
3. Conclusion (User Training, Conclusion Meeting, CSTAT)
- Onboarding Checklist Review
- Onboarding Checklist Sign-off
- Intro to the Customer Service Team
- Customer Satisfaction Survey - How did we do?
Customer Assistance is at the heart of our system, providing users with comprehensive support and guidance throughout their journey. Whether it's through help documentation, live chat, or dedicated customer support, users can access the assistance they need to navigate the system effectively. From troubleshooting issues to understanding features and policies, assistance is readily available to ensure users can make the most of the platform.