H2O Wireless Family Plan: Dealer Portal Guide 1 H2O WIRELESS FAMILY PLAN: DEALER PORTAL WALKTHROUGH

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1 1 H2O WIRELESS FAMILY PLAN: DEALER PORTAL WALKTHROUGH

2 2 TABLE OF CONTENTS Login & Family Plan Page 3 SECTION 1 Sign-Up (Overview) New to H2O Family Plan (New Activation)... 5 New to H2O Family Plan (Existing H2O Customer) SECTION 2 Sign-Up (Overview). 10 Add A Line to an Existing Family Plan SECTION 3 Port In (Overview) Port In (continued) SECTION 4 Service Change (Overview) Rate Plan Change

3 3 H2O WIRELESS FAMILY PLAN: DEALER PORTAL GUIDE 1. Login In by using your Dealer code & Password 2. Under the wireless tab, select H2O Family Plan

4 4 3. Signing up is EASY! : The dealer portal provides you two options, Sign-up for a NEW family plan or bring more lines into an existing Family plan. A. Select Sign-up to create an entirely new family plan, whether it s for an existing H2O customer or a brand new activation. Reminder: Once signed up, you MUST have an active LOPEDS account to recharge H2O Family Plan.

5 5 3A. Family Plan Sign-Up (New Activations): For new activations simply enter the ACTFAST codes into the respective fields, select a plan (product type), area code and city. Please note, in order to activate a family plan, two or more lines are REQUIRED. Once all the information has been submitted, simply click on the SUBMIT button. Please allow 1-2 minutes (depending on total amount of lines) for the system to check and activate all the Sim cards. Reminder: Once signed up, you MUST have an active LOPEDS account to recharge H2O Family Plan. *Primary Lines do not receive $10 discount. However, primary lines can register under the $30 Month plan, unlike the sub accounts, which can only register under $40, $50 or $60 Month plans.

6 6 (Continued) What if the customers already have an H2O Number? Not a problem! Select I already have an H2O number(s) and follow the steps. See below:

7 7 (Continued) Sign-up for Existing H2O customer(s): Only 1 number is required to proceed to the next page (add up to a maximum of 4 existing lines). Reminder: Once signed up, you MUST have an active LOPEDS account to recharge H2O Family Plan.

8 8 (Status Check) Sign-up for Existing H2O customer(s): Enter existing H2O numbers and click check. Notice the pop up: By Clicking OK you will not forfeit the customer s balance. This step will only check the status of the mobile numbers. However, balance and expiration will be removed upon completion of the H2O Family Plan sign-up on the following page. Please note that the first existing H2O number you enter will automatically become the primary line. *Primary Lines do not receive $10 discount. However, primary lines can register under the $30 Month plan, unlike the sub accounts, which can only register under $40, $50 or $60 Month plans.

9 9 (Status Check Result) Sign-up for Existing H2O customer(s): After clicking ok you may proceed with the sign up process. Status Check Result will display current plan, expiration date and status of the mobile numbers submitted in the previous page. It will also allow you to select the rate plan that the customer wishes to enroll in for the Family plan. If you wish to add more lines (new activations) you may enter the Actfast codes in the designated area. The system will then proceed to activate these new lines and tie the existing numbers into an H2O Family Plan. REMINDER: At this point, once you hit the submit button, all balances/expirations will be forfeited from the existing H2O numbers. If the customers do not wish to lose any days, we recommend waiting for the end of the billing cycle.

10 10 Now that we ve set up a brand new family plan, let s go over adding additional lines to an Existing FP. Signing up is EASY! : Back to the Family Plan Home Page. This time we re going to select option B (Add a Line). B. Select Add a Line if you wish to bring more family members on board to an existing FP.

11 11 3B. Add a Line: Signing up other members that already have H2O Service into an existing family plan is Simple! 1. Enter a mobile number that belongs to the family plan to which you want to add more lines. 2. Click Check REMINDER: If the existing customers do not wish to lose their balance/expiration, we recommend waiting for the end of the billing cycle before adding more lines onto the family plan.

12 12 Add a line (Continued): After Clicking Check the system will display all the numbers that are currently tied together. 3. Simply enter any additional existing H2O numbers that you wish to bring on board on the respective fields. 4. Next, click Check

13 13 Add a line (Continued): Once again, the system will advise via Pop-up that upon completion of the signup process, any remaining balance/expiration will be removed. 5. Click Ok REMINDER: If the existing customers do not wish to lose their balance/expiration, we recommend waiting for the end of the billing cycle before adding more lines onto the family plan.

14 14 Add a line (Continued): For your convenience, the below page will allow you to select a different rate plan in case the customer wishes to change services. Also, if there is still room available for other lines, the system will allow you to activate a new mobile number and tie it together. 6. Click SUBMIT after you have entered and verified all the information to add new lines onto the existing family plan. Reminder: Once signed up, you MUST have an active LOPEDS account to recharge H2O Family Plan. Here we conclude the process for signing-up new customers and existing H2O customers to our NEW H2O Wireless Family Plan. Please see the following pages for additional information

15 15 Port In: Need to port over a number to H2O Wireless Family Plan? Follow the click here link to continue on to the next page.

16 16 Port In (Continued): The port process for the family plan remains the same as a regular port. Simply fill out the information and submit. *You cannot sign-up a number into an H2O family plan until it has been successfully transferred to our service. Once the port is completed, you may create a new family plan or bring that number into an existing FP.

17 17 Service Changes: H2O s family plan continues to provide the same flexibility to its customers. Under the wireless tab, select Service Change to perform any mobile number change and equipment change (Sim card change). You can also change rate plans, but remember that by doing so, all the other members will lose their balance. REMINDER: If the existing customers do not wish to lose their balance/expiration, we recommend waiting for the end of the billing cycle to perform and changes.

18 18 Rate Plan Change: When you attempt to perform a rate plan change on a number that belongs to a family plan, the system will provide the below results: Follow the click here link to continue on to the next page. Finally, make any changes necessary and click SUBMIT

19 19 We are committed to improve our service every day! Our dealer s satisfaction is always important for us. Therefore, if you encounter any issues or have any suggestions that might help us improve your experience, please don t hesitate to contact your Master or sales manager. We sincerely appreciate your business and hope that we continue to grow as a team!