Virtual assistants and online business managers

Every client's tasks, calls and posts are in one place. One timer follows you between them. Magpie bills each retainer every month.

Your business works in Personal, or in a team of its own once you hire help. Clients who use Magpie can invite you into their teams, for the areas you help with.

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Nadia Brennan’s Personal calendar for the month: her client calls, To-dos and deadlines, each on its date.

This combination of six Magpie areas fits a virtual assistant.

Proposals
Proposals quotes a monthly retainer, and the client signs online.
To-dos
To-dos lists every client's tasks together, with reminders.
Calendar
Calendar keeps each client's events in their team, and your client calls in yours.
Time Tracking
Time Tracking records your hours on each client, with one timer.
Invoicing
Invoicing bills each retainer every month, and any extra hours you add.
Social Media
Social Media writes and schedules posts for a client's accounts.

Clients sign a monthly retainer, with extra hours if they need them.

Proposals turns your fees into a quote the client signs online. Magpie's retainer starter has a monthly fee and an optional line for extra hours. It adds a one-off onboarding fee.

When the client accepts, Magpie can make their Time Tracking project. It can start the monthly invoices too. The client can save a card for those invoices.

A monthly support proposal from Larkspur Desk for Clearwater Coaching, with the cover, the recommended twenty-hour package chosen and the monthly total in a bar at the foot of the screen.

Your To-dos show every client's tasks together, and remind you before each is due.

To-dos is one list across Personal and every team you are in, your clients' included. You can see each client's tasks or all of them at once.

A To-do has a time, a deadline and reminders. Recurring tasks repeat on their own, such as a client's Friday invoicing. A List can be shared with one client, who sees nothing else of yours.

Each client's calendar is a tab away, and yours can show every client's posts.

Calendar gives each team its own calendar of events and To-dos. The team is in each page's address. One tab can show a client's calendar, and another your client calls.

Your Personal calendar can be your content calendar, with the posts scheduled in every client's team. With Google Calendar connected, each team's events can be added to your Google calendar.

One timer follows you between clients, and records each hour at that client's rate.

Time Tracking runs one timer across Personal and every team, shown in the page bar. You start it on a client's project, a To-do or a calendar event.

Each client's project has a rate and a budget of hours. It shows how much is used. Reports total the hours by client, with the billable amount, and export as CSV.

Larkspur Desk’s Time Tracking: a timer running on Clearwater Coaching’s monthly support, and the morning’s entries for other clients.

Magpie bills each retainer on its date, and you add any extra hours.

Invoicing issues each client's retainer invoice every month, from the accepted proposal. A client who saved a card is charged when it is issued.

Hours over the retainer go on an invoice with Add unbilled time. Clients pay by card into your own Stripe account.

You write a client's posts, and they go out from the client's own accounts.

Social Media posts from the accounts a client connected to their team. You write each post, with its own text for each account. Bluesky, Mastodon and LinkedIn posts go out at their time.

The client chooses whether you can schedule and publish, or only write. You can batch a launch's posts in a campaign, and schedule the ones marked finished.

Seven more areas cover email, logins, files, boards, voice notes, portals and clients.

Mail
Mail gives your own business addresses at your domain, such as hello@.
Password Vault
Password Vault keeps your own logins and two-factor codes, encrypted in your browser.
Secure Files
Secure Files sends a file by a link that expires and can need a passphrase.
Kanban Boards
Kanban Boards holds a client's content plan or projects as cards in columns.
Walkie Talkie
Walkie Talkie sends a client a voice message, as a guest in one conversation.
Client Portal
Client Portal gives a client who does not use Magpie their files, steps and invoices.
Contacts
Contacts keeps each client's notes, proposals and invoices on one page.

A client's month goes from their tasks to a paid retainer invoice.

Everything you do for them is kept in their own team.

  1. The invitation

    The client invites you into their team as a guest, with To-dos, Calendar and Social Media.

  2. The week's tasks

    Their To-dos appear in your own list, beside every other client's.

  3. The posts

    You write the month's posts in a campaign, and schedule the ones marked finished.

  4. The hours

    Your timer runs on their project while you work, wherever you are in Magpie.

  5. The invoice

    On the first of the month, the retainer invoice is issued and charged to their card.

  6. Extra hours

    You add the hours over the retainer to an invoice with Add unbilled time.

Setting up takes four steps.

  1. Add your business details

    You add your name, address and tax number for invoices. Help: Send and configure invoices.

  2. Connect Stripe

    You connect your Stripe account, so clients can pay by card. Help: Connect Stripe to receive money.

  3. Set your retainers

    You open the retainer starter, set your monthly fee and hourly rate, and save it. Help: Proposal starters, saved sections and the price list.

  4. Add a project for each client

    You give each client's project its rate and an hour budget. Help: Time Tracking projects, rates and tags.

Plans

A virtual assistant working alone fits Pro, for your own work in Personal. It has no limit on proposals, invoices or contacts.

Working in a client's team costs you nothing. You are their guest, and take none of their member places. A free team has room for 10 guests, and a paid one for 100.

On the free plan, you can send 5 proposals and create 5 invoices a month. Magpie adds no fee to invoice payments. Prices are on the Pricing page.

Other people who work for several clients have pages of their own.

Consultants

A consultant quotes each engagement and shares an action plan with the client.

Questions virtual assistants ask

Can I work inside a client's own Magpie team?

Yes. The client invites you as a guest. They choose the areas you can use, such as To-dos and Calendar. Some areas, such as Documents, can be limited to the records they share with you. Their team appears in your team selector, marked Guest.

Can I see all my clients' tasks together?

Yes. Your To-dos list includes the To-dos assigned to you in every team, and shared Lists. You do not need to open each client's team to see what is due.

Can I keep two clients open at once?

Yes. The team is in each page's address, so each browser tab keeps its own team. One tab can show a client's calendar and another your own.

Can I track time across several clients?

Yes. One timer runs across Personal and every team. It stays in the page bar when you switch. Each entry belongs to a client's project, at its rate. Reports total the hours by client.

Can I bill a monthly retainer automatically?

Yes. A monthly line in an accepted proposal starts a recurring invoice. If the client saved a card when signing, each invoice is charged to it. If a charge is declined, Magpie emails the client a link to pay.

Can I bill hours over the retainer?

Yes. Add unbilled time lists your billable hours for the client. You tick the hours over the retainer, and each becomes an invoice line. Hours on an issued invoice are locked.

Can I schedule posts for a client's social accounts?

Yes. The client connects their accounts to their team and gives you Social Media. You write each post, with its own text for each account. When the client lets editors schedule and publish, you schedule it too. Posts to Bluesky, Mastodon and LinkedIn go out at their time.

Can I see every client's scheduled posts on one calendar?

Yes. Your Personal calendar can show the social posts from every team. Each is labelled with its team's name and colour.

Where do I keep my clients' logins?

In your own Password Vault, encrypted in your browser with your own vault password. It keeps logins, recovery codes and two-factor codes, and imports from Chrome, Bitwarden or 1Password.

Can I share a task list with a client who does not use Magpie much?

Yes. You share one List with them as Can view or Can edit. They join as a guest and see only that List.

What does Magpie take from my clients' payments?

Magpie adds no fee to invoice payments. Stripe's processing fee is taken from each card payment. The rest goes to your own Stripe account.

Bring your clients into one place.

Create a Magpie account and add your business details.

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