x ISCA Full Access Request

PROCESS TO FOLLOW WHEN FULL ACCESS TO ALL MODULE HAS BEEN REQUESTED

WHAT

A coach who has paid in full will sometimes request full access to the entire program because they want to go through it faster

1. A task will be added to BC with name and email of client who requested full access to all modules.

2. Go to client’s account in Infusionsoft.

3. Confirm and double check the Orders tab that the client has already paid in full/has no balance owing on ISCA.

* Double check this as ONLY people who have paid in full are able to gain full access to the program.

4. If they haven’t paid, send this email:

5. If they have paid

6. Go to Tags tab:

7. Scroll down to (a) – then add tag (b) :

Click ‘Apply this Tag’:

Click ‘Save:

8. Check the Tags tab if tags has been applied, this tag will apply tags Week 0 – Week 40 to the clients record and enable them to access all the modules

9. Check the Campaigns tab to confirm if the nurture email has been triggered:

10. Refresh the page to check that the client's tags Week 0 – week 40 have been applied