How To Know Which Clients Are Assigned To You

We use Airtable & Juicy to keep records of all of our clients, and the VAs and back-up VAs assigned to them. They also include contact information, service plan details, rates and capacity planning.

The Office Administrator creates a login to Airtable for each new team member as part of the New Employee Process, and this can be found in your LastPass Vault via your Chrome bar. Let the Office Administrator know if you cannot find the login, or are not able to log into your LastPass account.

Client & Staff Register in Airtable.