If you need to use your client's credit or debit card to make payments on their behalf, there are a number of ways for your client to safely share these details with you, including LastPass and Passpack. It's also possible for your client to set-up a prepaid debit card (i.e. Pockit and Google Pay) for you to pay for more frequent expenses.
It depends! Please check with us first.
Yes, all calls are 100% confidential.
When speaking with new clients, make sure you prepare well ahead of the call, take the opportunity to ask questions and, most importantly, convey the very best first impression possible!
This includes the Health Assured mobile app and a confidential 24/7 helpline.
There are no set rules here - try to use what the client already prefers to use, but otherwise make a suggestion!
AssistYou includes access to the My Healthy Advantage app. The app has been designed by experts to support your mental and physical health by offering a broad range of content and tools that cover a wealth of real life issues.
Please keep your work within the realm of what should reasonably be expected of a professional Virtual Assistant. If you're unsure, let us know!
If you go over the client's available 'remaining balance', the portal will automatically top-up their account with extra hours for you to use. It's expected!