FAQs
Can the plan accommodate special occasions or gifts, such as adding a bonus for birthdays or holidays?
Plans can usually be customized to include bonuses or gifts for special occasions. Set these up through promotional or campaign management tools within the syste
How can I handle cancellations and refunds for plans?
Plan Cancellation can be done directly via Jwero Dashboard each plan wise. -Jeweller must mention all the information regarding cancellation and refunds in the Content section of the page. This will ensure the end customer is able to understand the ...
Is there flexibility to pause a plan, and under what conditions?
If a Customer wishes
Can customers upgrade or downgrade their plans mid-term?
Yes, customers can typically upgrade or downgrade their plans mid-term. You'll need to configure these options in the plan settings, including any prorated charges or refunds.
How do I create tiered plans with varying benefits?
To create tiered plans, navigate to the plan configuration section and set up multiple levels of plans. Define the benefits, pricing, and eligibility criteria for each tier.
How can I track outstanding payments or debts from customers?
Use the system's financial or accounting module to track outstanding payments. This module should allow you to view customer accounts, outstanding balances, and payment histories.
Can the system generate year-end financial reports or summaries?
Yes, most systems allow the generation of financial reports including year-end summaries. You can typically generate these reports through the reporting section, where you can select specific data points and time frames.
What are the backup and data recovery options in case of a system failure?
The system should offer automated backup options that can be configured according to your needs. Check the system settings for backup frequency and data recovery procedures to ensure you can restore data in case of a failure.
How do I update the system or access new features?
System updates and new features are usually rolled out automatically or are available for download from the system's website. Keep your system updated by following the notifications and instructions provided by the software provider.
Can the system integrate with other software we use, such as accounting or CRM systems?
Integration capabilities depend on the system architecture. Check if there are existing integrations or APIs available that allow for connectivity with your accounting or CRM systems.
Is there a way to customize the dashboard to better fit our needs?
Yes, the dashboard typically allows customization. You can often adjust what information is displayed, how it is organized, and even integrate widgets or tools that are specific to your needs.
How can I ensure the security of my customer's data?
Ensure data security by using strong encryption for data storage and transmission, enforcing strict access controls, and regularly auditing security protocols. Also, ensure that all system users follow best security practices.
What do I do if I encounter an error or glitch in the system?
If you encounter an error or glitch, report it immediately through the 'Help' or 'Support' section of the system. Provide detailed information about the issue to facilitate a quick resolution.
How do I reset my password if I forget it?
To reset your password, go to the login page and click on the "Forgot Password" link. Follow the instructions to receive an email link that will allow you to set a new password.
How to check the list of customers who missed the payments this month?
Generate a report in the "Reports" section filtering by payment status to identify customers who have missed payments this month.
My customer missed the payments. How do I check?
Check the payment status in the customer’s profile under the plan details. Missed payments will be flagged as overdue.
What payment method can my customer use to make the payments?
Customers can make payments using various methods set up in your system, including credit/debit cards, online banking, mobile payments, or offline methods like cash.
My customer is logged in to the website but can't see the plan?
Ensure that the customer is assigned to the correct plan and that there are no restrictions or settings preventing the plan from being displayed.
How to control if the accumulated rates are visible to the customers on the website?
You can manage visibility settings in the plan configurations, where you can choose whether to show or hide accumulated rates from customers.
How to add fixed rewards in the plan?
In the plan settings, you can set up fixed rewards that will apply based on specific conditions met by the customer or the tenure of the plan.
How to add interval-based rewards in the plan?
Configure the plan settings to include interval-based rewards, specifying the criteria and intervals at which rewards should be applied.
How to update the customer's unique code as per our company's code format?
In the customer's profile, there is an option to update details where you can change the unique code to align with your company’s format.
How to accept multiple payments?
To accept multiple payments, navigate to the payment section of a customer’s profile, where you can add each payment separately as they are made.
How to enroll my customer into a plan if he has visited for the first time?
For first-time visitors, create a customer profile, collect necessary details, and then select the appropriate gold scheme plan to enroll them.
How to send Payment received WhatsApp message to the customer?
Configure WhatsApp integration to send automated messages upon payment confirmation. This can be set up in the messaging settings of your dashboard.
How to send automate gold scheme due date Reminder to the customer?
Set up automated reminders in the customer engagement or notification settings, specifying the frequency and time for reminders related to due dates.
How to download plan-wise ledger for my customer?
In the customer's profile, select the plan for which you need the ledger and use the 'Download Ledger' option available.
Where can I see all the payments report and download?
Go to the "Reports" section in the dashboard. Here, you can access comprehensive payment reports and download them for your records.
Where can I see all the payment received for the gold scheme for my customers?
You can view all received payments in the "Payments" section of the dashboard, where you can filter by different criteria including payment status.
Customer said he has done the payment but it's not showing in dashboard why?
Check the payment gateway for any delays or issues. If the payment was made offline, ensure that it was manually entered into the system.
Customer has made the payment, but the entry is shown as 'Processing,' why?
The 'Processing' status may appear if the payment gateway has not yet confirmed the transaction or if there is a delay in the bank's processing time.
How to add payment reference when payment made offline?
When recording an offline payment, you can add a payment reference number or details in the payment entry section to keep track of the transaction manually.
How to assign a customer's family member into a plan but keep the main contact as the main POC?
You can add a family member to a plan by creating a sub-account under the main customer account. The main account holder will remain the primary point of contact. To add a Sub account:
How to know the plan is closed now?
Once a plan is closed, it will be marked as "Closed" in the plan status on the customer’s dashboard. You can also receive notifications if you set them up for tracking plan closures.
How to know which team member has closed this customer plan?
When the Jeweller is closing the Plan or if the plan is closed by a team Member. Under Close By , Select Team Member Name. In case if the Team Member is already Logged in the system will automatically capture the Name of Team Member. Once the plan is ...
I want to verify if the customer who wants to close the plan is the actual customer. Do you have OTP-based verification?
Yes, you can set up OTP-based verification for closing plans. -To enable the above feature it is mandatory to set up SMS Integration. Once the SMS integration is completed,Create a DLT template for OTP. Once created inform care@jwero.ai
What to do when a customer wants to redeem the plan?
When a customer wishes to redeem their plan, verify the details and the maturity of the plan, then proceed with the redemption process available in the plan's options. Jeweller can redeem the plan in two scenarios: 1.All Payments are completed by the ...
How to Close Plan?
Jeweller can close the plan in two scenarios: 1.All Payments are completed by the Customer 2. Customer wishes to Close the plan midway. Jeweller can close the Customer’s plan only via dashboard. Customer cannot close the plan directly online. To ...
How to check the list of customers who missed the payments this month?
Jewellers can check the list of customers whose payments are missed. To check: Go to Jwero Digigold > Payments - Missed Payments An entire list of customers whose payments were missed will be visible under the list.
My customer missed the payments, how do I check?
Check the payment status in the customer’s profile under their CRM profile To check - Go to CRM > Search the Customer > On the right click on Digigold > Check plan History. To Check in Bulk go to Digigold Gold > Payments Section > Check Missed ...
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