Working With Your Clients and Client Information

All you need to know about your clients

What is a trial client and what is a paid client or member?
Trial clients have signed up through our website and get a small amount of task time (usually 1 hour) for free to test us out before deciding to commit to a...
Fri, 24 Feb, 2017 at 4:39 PM
When is my clients bill date?
You can see when your client bills in the 'client' section on the portal. This is when they purchase their hours for the month.  The client&...
Fri, 24 Feb, 2017 at 4:40 PM
How do I know how many hours my client has left?
Time etc client's have a "wallet" in their account that contains funds that they can spend on your Virtual Assistant services.   When your cli...
Fri, 24 Feb, 2017 at 4:42 PM
What happens when my client is out of funds?
Clients have a wallet that contains pre-purchased credit that they can use to pay for your services.   When you see this warning it means that your client...
Fri, 24 Feb, 2017 at 4:45 PM
How do I access an email address set up by my client via Time etc
To view any emails sent to the new email address set up by your client simply go to your Time etc Inbox as normal and click on the client's name - a...
Fri, 24 Feb, 2017 at 4:45 PM
How do I know how many hours my client purchases?
You can view the number of hours they have in their account by going to your my clients section. It will then display the number of hours they currently h...
Fri, 24 Feb, 2017 at 4:46 PM
My client wants me to use Lastpass but I don't have an account?
Setting up an account with Lastpass is free and easy: LastPass
Fri, 24 Feb, 2017 at 4:47 PM
Client authorisation - enabling a 3 way call
As a freelance Virtual Assistant, if you need your clients authorisation to speak on their behalf to a company i.e. changing a flight or cancelling an accou...
Fri, 24 Feb, 2017 at 4:47 PM
My client has sent me a task through email/phone/text. Do I make it a task on the portal?
We recommend always logging all of the work you do in the Time etc platform by creating a task.  This is so that we can guarantee the payment of your fees a...
Fri, 24 Feb, 2017 at 4:49 PM
Is it okay to not communicate with my client through the portal?
Yes, this is completely fine. As a freelance Virtual Assistant we recommend communicating with your client however they prefer.  That said, we always re...
Fri, 24 Feb, 2017 at 4:51 PM