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Retail returns and exchanges training template

Returns are a good first Staff Hub workflow because small staff misunderstandings can create inconsistent customer experiences.

Use this when: staff ask managers the same returns questions, policy changes are missed, or different locations handle exceptions differently.

Training module outline

  1. When a receipt or order record is required.
  2. How gift receipts should be handled.
  3. What to do with damaged or faulty items.
  4. When a manager must approve the decision.
  5. What note staff should leave for follow-up.

Lesson copy starter

Lesson 1 - Check the receipt or order record
Before processing a refund or exchange, check the receipt, gift receipt, or order record. If you cannot confirm the sale or date, ask the manager on duty.

Lesson 2 - Gift receipt returns
Gift receipt returns should normally be exchange only unless a manager approves another outcome.

Lesson 3 - Escalation rule
Escalate damaged items, unclear dates, unhappy customers, or any situation where the policy does not clearly apply.

StaffHub setup steps

  1. Create a training module called `Returns and exchanges basics`.
  2. Add the three lessons above and adjust them to your real policy.
  3. Assign it to one staff member, role, or location.
  4. Ask one person to complete it before their next shift.
  5. Check completion status.

Optional announcement

If the policy has changed recently, publish a short announcement as well. Use read receipts to confirm that current staff saw the update.

What success looks like

The manager should be able to see that at least one staff member has completed the returns training, and the staff member should know when to make a decision and when to escalate.

Related: Create your first training module | Create your first announcement