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SOP-V-2212 Updating a Shipping Address in InfusionSoft
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Procedure / Policy Overview
Accurately change a shipping address for a client in InfusionSoft who moves while currently going through the Online Acne Program. .
If a client moves, the shipping address needs to be updated before a new invoice is created. NOTE: If the address is changed after the invoice is created then the order will go to the wrong address
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Navigate to InfusionSoft and login
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Search the client profile
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Click on the client’s name to open the client’s full profile
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Find and click the tab that says Address (Next to General)
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Update the address under Shipping Address
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SAVE
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Notify the client you have changed their shipping address on file
**Coaches should also create a HappyFox ticket to notify the Shipping Department and tag Josue of an address change to ensure new address is properly reflected in Ship Station and Clear Connection (see second video)**
If you are unfamiliar with how to submit a HappyFox ticket please refer to - https://naturalacneclinic.happyfox.com/kb/article/563-sop-2330-submit-happyfox-tickets/
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Changing a client’s address in InfusionSoft
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Date |
Version |
Description |
Approved |
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2/20/21 |
1.0.0 |
Initial document created |
bee |
