Back Office Tutorial - PowerPoint PPT Presentation

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Back Office Tutorial

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This password will only work one time. Press Login' to continue to Step 4. ... Ensure the new Consultant has read the Terms and Conditions found on the back of ... – PowerPoint PPT presentation

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Title: Back Office Tutorial


1
Back Office Tutorial
Basic Navigation New Consultant Sign Up Shopping
2
Step One Accessing your website
  • This is the home website.
  • You will have a replicated website.
  • For Example If your name is John Smith your
    website would be
  • There will be an option to personalize your
    website in your back office.

jsmith.zeropointglobal.com
3
Step Two Open back office
  • Click Consultant login to proceed to step 3.

4
Step Three Initial Sign In
Your Username is first initial and last name.
For Example John Smith would be jsmith
  • When signing up, the initial username and
    password are emailed to you.
  • This password will only work one time.
  • Press Login to continue to Step 4.

Initial Password is emailed during sign up
5
Step Four New Password
  • Create a password that you can remember and enter
    it in the first box
  • Enter the same password in the second box.
  • It must be a minimum of 8 characters.
  • Click Login to continue to Step 5.

Create your own Password.
Confirm your password here.
6
Step Five Account Details
You are here.
  • Ensure your personal information is accurate or
    make changes as necessary.
  • Please also send an email to info_at_zeropointglobal.
    com if you change email or mailing information.
  • Always Save before moving on!
  • Click on Default Placement to continue to Step
    6.

7
Step Six Default Placement
  • Default placement is set to Power Team
    Auto(strongly suggested)
  • Power Team Auto keeps both of your teams
    balanced to your advantage.
  • The other options are Left Team and Right Team
    and will add new consultants accordingly,
    regardless of volume.
  • Click on Replicated Site to continue to Step 7.

8
Step Seven Replicated Site
  • The Replicated Site tab allows you to name your
    personal website.
  • The name that you enter here becomes your unique
    ZPG website.
  • Example if you want the site name John, then
    enter John in the field. Please note spaces and
    signs are not recognized characters.
  • Be sure to hit save
  • Your ZPG website would be john.zeropointglobal.com
    .
  • Type your website directly into the address bar
    (no www).

john
9
Step One New Consultant Account Details
  • You can add new Consultants in your Back Office.
  • Click on Sign Up
  • The first page is for your new Consultants
    Account Details
  • Enter as much information as possible on this
    page.
  • Social Security or EIN Numbers are required in
    order to receive commissions!
  • Click on Package to continue to Step 2.

10
Step Two Package Selection
  • Click the down arrow next to the word select.
  • You will see four categories
  • Wellness Consultant
  • Basic Consultant Package
  • Family Starter Package
  • Fast Advance Package
  • Select one.
  • Click on Select Products to continue to the
    next step.

11
Step Three Product Selection
  • The Product Selection Page allows you to
    customize the products in your chosen startup
    package.
  • The products offered are the only choices
    available.
  • Hover over the products with your mouse to see
    additional details.
  • Click on Placement to continue to the next step.

12
Step Four Placement
  • If you dont change anything, the new Consultant
    will be placed using the default placement
    setting in your Account Settings.
  • You can override your default settings by
    choosing one of the options in the drop down
    list.
  • If you choose Manual, you will indicate
    placement on the next screen.
  • If you choose the default setting or a setting
    from the dropdown list, then click on Billing
    Information to continue to the next step.

13
Step Four (cont) Manual Placement
  • Your new Consultants name will appear in the box
    at the top left.
  • Drag and drop it to any OPEN spot in your
    Binary.
  • After manual placement, you will automatically
    return to the Signup Page to complete the Signup.

j
14
Please keep in mind All placements are
FINAL!!!!!
15
Step Five Billing Information
  • Enter the credit card billing information.
  • If it is the same as consultant address click
    here.
  • Security Code or CVV is the 3 digit code on the
    back (4 for AMEX)
  • Click on Shipping Information to continue.

16
Step Six Shipping Information
  • Choose shipping method from the drop down list.
  • Enter shipping information.
  • If shipping information is the same as the new
    Consultants address, simply check the Copy
    Consultant Address box.
  • If shipping information is the same as their
    Billing Address, then click the Copy Billing
    Address Box
  • Click on Terms and Conditions to continue

17
Step Seven Terms and Conditions
  • Ensure the new Consultant has read the Terms and
    Conditions found on the back of the Independent
    Consultant Application.
  • Click I Agree
  • It is mandatory to agree to abide by the Terms
    and Conditions.
  • Click Payment Confirmation to continue

18
Step Eight Payment Confirmation
  • Your previous choices will be reflected in the
    amounts on the Payment Confirmation page.
  • You may return to the previous pages to review
    your entries.
  • Click Sign Up if you want to complete this
    form.
  • On the following page, you will get a
    confirmation number.

19
Step Nine Sign Up or Clear Form
Congratulations, we made it!!!! Applicant sign up
is almost complete. At this point, you can go
back and check your entries (you may end up
reentering some things) or Click on Sign Up (go
ahead, click it) As you see, you arent locked in
yet. You can always clear everything out too!!
20
Final Step Order Confirmation
  • When you are finished you will have a
    Confirmation page
  • If you do not see this screen please check for an
    email receipt or call to confirm your order.

21
Shopping
Step One Shopping
  • Click on the shopping tab
  • Products will be displayed with and without
    pictures.
  • Please be sure to read the description to ensure
    you choose the right product.
  • To see a complete description click .

22
Step Two Scrolling
  • There are scroll bars on the right and possibly
    the bottom.
  • If you can not see all the products than you may
    need to adjust your screen resolution.

23
Step Three Screen Resolution
Part 2
Part 1
  • If you can not see your entire back office please
    follow these steps.
  • If you can see everything please skip this slide.
  • Click on the Start button in the lower left
    hand corner of the screen.
  • Choose Control Panel.
  • Click on Adjust screen resolution.
  • Slide the toggle switch all the way to High.
  • Click Apply.
  • You may need to log out of your back office to
    let these settings take effect.

Part 3
24
Step Four Choosing Items
  • Click on the
  • next to the item to make it appear in your cart
    on the left.
  • Add or remove this item from your cart by
    changing the quantity.
  • Choose Billing Info to continue to step 5.

25
Step Five Billing Info
  • Fill in each block completely with the billing
    information related to your credit card.
  • Security Code or CVV is the 3 digit code on the
    back (4 for AMEX)
  • Choose Shipping Info to continue to step 6.

26
Step Six Shipping Info
  • Choose Shipping Method
  • Ground
  • 2 Day Air
  • Overnight
  • If the information is the same as your billing
    info check the box.
  • If not please fill in the information completely.
  • Choose Complete Order to continue to step 7.

27
Step Seven Complete Order
  • Verify your Subtotal.
  • Verify your shipping and handling.
  • Click Submit Order.

28
Final Step Order Confirmation
  • When you are finished you will have a
    Confirmation page
  • If you do not see that screen please check for an
    email reciept or call to confirm your order.
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