Congratulations on your promotion to Organizer. The buttons below have information you will need to do the job.

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RingCentral
You will now have more interactions with clients and other service providers. You will want to keep your personal phone number for personal things and do business through the company’s phone line (toll free 855-284-3246, local 703-574-1113).

You should have an email from RingCentral. You need to follow their instructions to activate your new extension and configure your user account. Most of the settings aren't important, but you should tell RingCentral that you have no hours and that it should take a message after hours. Give it your email address and it can email an mp3 of any messages you receive.

Download the RingCentral app for your phone. You should be able to make calls that show our toll free or local number as caller ID, rather than your cell phone.

WhatsApp
You’ve been added to our WhatsApp Organizers chat group.

Calls and Texts

You will now have more interactions with clients and other service providers. You will want to keep your personal email for personal things and do business through the company’s email. You now have a ConquerTheClutter.org email address.

You should access your email through: webmail.conquertheclutter.org

   1. Enter your full email address (YourFirstName@conquertheclutter.org) as your username, and your password (F!xM3N0w).
   2. Once you have logged in, click the "Open" button near the upper left.
   3. Change your password!
   4. If you have any problems feel free to reach out to Scott.

eMail

You can now add your client appointments to the company's Events calendar and move them to the Cancelled Events calendar if they get cancelled.

Google Calendar

I have shared another folder with you, A3 CtheC Organizers Current Client Files. This is where we will share client info. You will have access to client information, such as the Initial Assessment report and photos. This where you will upload photos, notes, etc.

File Sharing using Box

Some of your clients will want to pay by credit or debit card. We use Square for card processing. You should have an email from Square.

Follow their instructions to create a User ID that is tied to our account. If you already use Square for something else, this needs to be a separate User ID.

Download their app to your phone.

Explore and experiment. You may need to change some settings on your phone, but you should be able to accept card payments with a tap.

Credit Card Processing

Several of our clients have checked out our Meet the Team web page to find out in advance who is coming to their home. You should already have your picture on the page. If you didn’t previously do so, I need you to provide me with a paragraph to go with it. Nothing major, and definitely not too personal, but something to make you a real person and let the client feel comfortable.

This is required of all Organizers.

Meet the Team web page

Pay Rate
As part of your promotion you will be getting a $5/hour raise. This is what you will be paid whether you are working as an organizer or assisting another organizer. The client will be billed the rate appropriate for your role, but you will be paid your rate, regardless.

Expenses
When you make purchases, whether to restock your supplies or something directly chargeable to a client, make sure to send me the receipt, and identify what it is for, when you send me timesheets. You will be reimbursed on your next paycheck.

Business Cards
We will order personalized business cards for you the next time we place an order.

Miscellaneous

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