Automated Refund & Cancellation Using HighLevel

Today we're gonna be talking about another snapshot feature update to our ultimate snapshots. We highly recommend our ultimate small business snapshot. It's one of our most popular selling snapshots. It's universal. 

 

It works for any niche and really gives you that basic set of automation that you need to get your clients up and ready and started with gohighlevel in as little as a day. 

 

So enough about that. But the feature update that we're releasing is all about refund and cancellation requests, especially if you're a SaaS agency. This is an important feature to have. So I'm sure you all of the SaaS agency owners and your clients out there have gotten requests where they want to cancel their services or their subscription. Right? So we need to have a reliable, easy automated way to take care of that. 

Whenever somebody wants to cancel your services or would like a refund, you wanna know why they're choosing to leave so that you know you can either try to save that client or at least you'll have feedback to improve your services in the future. 

 

So that's always super valuable.  And then what this form is that what this email is asking them to do is go ahead and submit their request into a form and it lets them know that it's gonna take you know four or five business days. 

 

And that they can also check out your return policy which is also templated  in here into the snapshot  so when they click on and then just go ahead and send away and you know you're good to go there when they submit this form. 

 

I mean when they open up that link it takes them to this page where their details are auto populated. 

 

All they have to do is explain why they're requesting a refund and here they can upload and you recedes files or photos for to document their their refund. 

 

 

Once they go ahead and submit that then it triggers ▪ off a few messages to the internal team. 

 

It adds the that customer to refund request pipeline and sends internal notifications to the team to let them know that hey you got somebody that wants a refund and this is their message why they want to refund. 

 

And then the internal team they would open up to you know efficiently handle that refund. 

 

We've implemented a status update form. ▪ So the status update forms are included within all of our snapshots. 

 

We use them in different ways but they really help to streamline steps and procedures within you know work process without having the client to without requiring the user to come into high level. 

 

So for example here when a refund request, when when somebody submits this form that we have then the user, the agents in the user of this account is emailed and texted this form to fill out.