Training Video:
https://www.loom.com/share/abca6ad4c16c42a4a6d990d4d0db0c77
Process
- Log into salesforce and find the correct itinerary by searching the email address, name or student name based on what they gave you. Select the correct Itinerary
- In the Itinerary, go to the studentโs portal by clicking the [Portal Link]
- Once in the portal click the [Checklist] item in the left hand column
- You can see the items they are still missing by looking for the [Red X] on the right hand side
- You can see the due dates in the left hand column
[TEMPLATE] Email Reply
Hi , we are happy to help. I just double-checked and you currently have the following items left to complete.
- Onboarding packet (Due Dec 3, 2023)
- Medical Record (Due April 23, 2024)
- Other items if needed
You can access and complete these items in your Travel Portal with the login information below.
Username: [student email]
Password: Lastname + Birth Year (example Smith2007)
Thanks again & let us know if we can help,