Recording · Walk-through

Refund outside the return policy

Sara · 26 Sep, 09:40 · 2:58 long · 36 steps · 20 voice notesWalk-through: the person narrates as they work.

What happened, in order

Highlighted moment at 2:07
  1. 0:04
    Opened Return request – rug bought 6 weeks ago – Ticket #48213 – Oasis Home Support
    oasishome.zendesk.com
  2. 0:07
    Clicked Conversation
    oasishome.zendesk.com
  3. 0:07
    Voice note

    “Okay, I'll show you how I handle a return that comes in after the 30 days.”

  4. 0:11
    Voice note

    “This one is a rug bought six weeks ago.”

  5. 0:16
    Clicked Requester details
    oasishome.zendesk.com
  6. 0:18
    Voice note

    “First thing, before I even read the whole email, I check who the customer is.”

  7. 0:23
    Voice note

    “Tier changes everything”

  8. 0:26
    Opened Orders – Oasis Home Admin
    admin.oasishome.ae
  9. 0:30
    Typed Search orders → OH-104812
    admin.oasishome.ae
  10. 0:33
    Clicked OH-104812
    admin.oasishome.ae
  11. 0:38
    Opened Order OH-104812 – Oasis Home Admin
    admin.oasishome.ae
  12. 0:39
    Clicked Items
    admin.oasishome.ae
  13. 0:42
    Clicked Delivered 2 Sep
    admin.oasishome.ae
  14. 0:42
    Voice note

    “Delivered 42 days ago, so on paper it's outside the policy.”

  15. 0:47
    Voice note

    “The policy says 30 days, no exceptions”

  16. 0:49
    Opened Returns & Refunds Policy – Customer Ops – SharePoint
    oasishome.sharepoint.com
  17. 0:54
    Clicked Section 2 – Return window
    oasishome.sharepoint.com
  18. 0:55
    Voice note

    “That's the written policy.”

  19. 0:56
    Voice note

    “But in practice, gold customers, we always make an exception.”

  20. 1:01
    Voice note

    “That part is not written anywhere”

  21. 1:05
    Opened Order OH-104812 – Oasis Home Admin
    admin.oasishome.ae
  22. 1:09
    Clicked Layla R.
    admin.oasishome.ae
  23. 1:14
    Opened Layla R. – Customer – Oasis Home Admin
    admin.oasishome.ae
  24. 1:16
    Clicked Loyalty
    admin.oasishome.ae
  25. 1:16
    Voice note

    “Here, loyalty tier: gold.”

  26. 1:18
    Voice note

    “11 orders in two years, so we waive the 30 days”

  27. 1:21
    Clicked Create refund
    admin.oasishome.ae
  28. 1:25
    Opened New refund – Oasis Home Admin
    admin.oasishome.ae
  29. 1:27
    Chose Refund reason → Outside return window – loyalty exception
    admin.oasishome.ae
  30. 1:33
    Typed Refund amount → AED 460
    admin.oasishome.ae
  31. 1:33
    Voice note

    “Now the important bit.”

  32. 1:35
    Voice note

    “When we make the exception, it goes back as store credit, never to the card.”

  33. 1:40
    Voice note

    “The card refund outside policy needs finance sign off and takes ten days anyway”

  34. 1:44
    Chose Refund method → Store credit
    admin.oasishome.ae
  35. 1:46
    Clicked Notify customer by email
    admin.oasishome.ae
  36. 1:47
    Voice note

    “And the amount, anything above two thousand dirhams, it has to come to the team lead.”

  37. 1:51
    Voice note

    “That's me.”

  38. 1:52
    Voice note

    “Below two thousand, the agent can do it alone”

  39. 1:56
    Typed Internal reference → ZD-48213
    admin.oasishome.ae
  40. 2:00
    Submitted Issue store credit
    admin.oasishome.ae
  41. 2:05
    Opened Refund RF-7731 – Store credit issued – Oasis Home Admin
    admin.oasishome.ae
  42. 2:07
    Copied Store credit code → [code]
    admin.oasishome.ae
  43. 2:12
    Opened Return request – rug bought 6 weeks ago – Ticket #48213 – Oasis Home Support
    oasishome.zendesk.com
  44. 2:12
    Voice note

    “Then I reply, and I always say it's because they're gold.”

  45. 2:16
    Voice note

    “They should feel the exception, otherwise they think the policy is soft”

  46. 2:20
    Clicked Public reply
    oasishome.zendesk.com
  47. 2:26
    Typed Reply body → Hi Layla, as a Gold member we can make an exception: AED 460 store credit is on your account today. Our courier will collect the rug.
    oasishome.zendesk.com
  48. 2:29
    Chose Ticket status → Solved
    oasishome.zendesk.com
  49. 2:34
    Submitted Submit as Solved
    oasishome.zendesk.com
  50. 2:37
    Clicked Book collection
    oasishome.zendesk.com
  51. 2:42
    Opened New collection – Oasis Home Admin
    admin.oasishome.ae
  52. 2:45
    Chose Collection slot → Tomorrow 10:00–14:00
    admin.oasishome.ae
  53. 2:49
    Submitted Book collection
    admin.oasishome.ae
  54. 2:52
    Clicked Internal note
    admin.oasishome.ae
  55. 2:57
    Typed Internal note → Gold exception – 30-day rule waived – store credit AED 460
    admin.oasishome.ae
  56. 2:58
    Voice note

    “And I leave an internal note so if he comes back, whoever picks it up sees the exception was already made.”