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Answers to the questions we hear most about getting started, working with your assistant, billing, and security. Can't find it here? Send us a message below.
Getting started
4 articlesTell us the tasks you want off your plate. We match you with a vetted assistant whose skills fit, usually within a day, and you take it from there on a short kickoff call.
Most clients are paired with an assistant and running within 24 hours of booking a call. Complex or specialist requests can take a little longer to match well.
None to start. Your assistant works inside the tools you already use, email, calendar, project boards, spreadsheets, so there is nothing new to set up on your end.
Yes. The first week is a fit check for both sides. If the match is not right, we re-match you with a new assistant at no extra cost.
Working with your assistant
4 articlesPlans are built around a weekly hour allowance rather than fixed shifts. You and your assistant agree on overlap hours that suit your time zone during onboarding.
Yes, any time. Tell your success manager and we will re-match you, handing over your task history and preferences so nothing is lost in the switch.
Through whichever channel you prefer, email, Slack, or a shared task board. Most clients settle into one primary channel within the first week.
Anything requiring a professional license, such as legal or tax filing advice. Your assistant will flag these and help you route them to the right specialist.
Billing & plans
4 articlesA flat weekly rate based on the hours you need, with no setup fees. Pricing details are confirmed on your intro call once we understand your workload.
Major credit and debit cards, plus bank transfer for annual plans. Invoices are issued automatically at the start of each billing cycle.
Yes, you can scale your hours up or down with one billing cycle of notice. Changes take effect on your next renewal date, never mid-cycle.
Your assistant will flag it before it happens. Extra hours are billed at your plan rate for that month rather than a surprise overage charge.
Account & security
3 articlesOnly your matched assistant and the small internal team supporting your account. Access is limited to what each role needs to do its job.
Every assistant signs a confidentiality agreement before being matched to a client, covering your business information and anything they access on your behalf.
From your client portal, where you can update billing details, contact info, and the channels your assistant is connected to at any time.
Cancellations & refunds
3 articlesMessage your success manager or use the cancel option in your client portal. There is no minimum contract, so cancellation takes effect at your next renewal date.
If the first week is not a fit, we refund that week in full. After that, plans are billed per cycle in advance and are not refundable for partial weeks.
Yes. You can pause for up to four weeks without losing your assistant match, useful for slow seasons or planned time away.
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If your question isn't covered here, tell us what's going on and we'll get back to you within one business day.