Account verification

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Account verification by Mind Map: Account verification

1. Client

1.1. First and last name correct?

1.1.1. Yes

1.1.1.1. Proceed with Email address Is correct?

1.1.1.1.1. Yes

1.1.1.1.2. No

1.1.2. No

1.1.2.1. Confirm if the account can be under another name

1.1.2.1.1. Correct name Proceed with email address

1.1.2.1.2. Incorrect? Ask client to verified information at website

2. Coach

2.1. First and Last Name correct?

2.1.1. Yes

2.1.1.1. Proceed with Email address Is correct?

2.1.1.1.1. Yes

2.1.1.1.2. No

2.1.2. No

2.1.2.1. Confirm if the account can be under another name

2.1.2.1.1. Correct name Proceed with email address

2.1.2.1.2. Incorrect? Ask client to verified information at website

2.2. Calling on behalf of the client Locate the account with Email Address or client ID

2.2.1. Account Located Verified Name and Last Name Is correct?

2.2.1.1. Yes

2.2.1.1.1. Proceed with Email address Is correct?

2.2.1.2. No

2.2.1.2.1. Confirm if the account can be under another name