Objective

This SOP outlines the steps to create a complete profile for client engagement, ensuring all necessary details are accurately entered for effective communication and payment processing.

Key Steps

Step 1: Enter Break Duration

• Decide if you want breaks between sessions.

• Enter the break duration in 15-minute increments (0, 15, 30, 45, 60).

Step 2: Set Time Zone

• Confirm that your time zone is set to Indian time.

• If operating from a different location, change the time zone accordingly.

Step 3: Enter Tax Identification Number

• If you have a GSC number, VAT number, or any tax identification number, enter it here.

• If you do not have one, leave this field empty as it is optional.

Step 4: Input Payment Details

• Enter your bank account details:

  • Bank account number

  • IFSC code

  • Bank name

• Ensure all details are correct for payment routing.

Step 5: Provide Contact Information

• Enter your contact details for client communication:

  • Email address (can be your own or that of an admin assistant).

  • Phone number (can be someone assisting you).

• Ensure the phone number includes the country code.

Step 6: WhatsApp Integration

• If the phone number provided is also used for WhatsApp, click the option to copy it over.

Cautionary Notes

• Ensure all entered information is accurate to avoid communication issues.

• Double-check the bank details to prevent payment routing errors.

Tips for Efficiency

• Use a template for entering bank and contact details to save time.

• Regularly update your profile information to reflect any changes in contact or payment details.