Assistant Help Desk

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Table of Contents

Chapter 1: Welcome to Magic

Chapter 1

Welcome to Magic

Welcome to Magic! 

We are happy to have you on the team.

We prepared this handbook to describe what you can expect from Magic and what we’ll expect from you. The information may be subject to change, but don’t worry, we’ll let you know if anything changes.

What Is Magic?

Company Background

Magic was established in San Francisco in 2015. With the goal to bring Magic into the world, the company’s aim is to bring the personal assistant experience to the next level – making it easier for people to offload items on their to-do list, spend more time with their family, worry less about the weight on their shoulders, and so on.

Company Values

One Team
We are one united collective that acts together to achieve a common goal. Magic is a close-knit community that is comfortable with expressing ideas and sharing thoughts. We look for ways to build each other up, and treat each other with respect and trust. We understand the power of collaboration and although we may not be geographically close, we share a united spirit of one common vision.

Rapidly Iterates
Our approach is to solve problems quickly. We believe in removing obstacles, freeing roadblocks, and overcoming complications with agility, understanding that sometimes we need to use a strong temporary solution before we create a permanent one.

Ambitious Goals
Magic doesn’t shy away from a challenge. We embrace the thrill of a stretch goal and like to test the limits of what we believe is possible. We truly believe in the adage that if we shoot for the moon, even if we miss, we’ll land at the stars.

Employment Basics

In this section, we outline the basics to help you get started.

The Role: What’s It Like Being A Magic Assistant?

As a Magic Assistant, you will be working directly with a client tackling tasks such as admin work, customer service, marketing support, sales lead qualification, and much more. You may work closely with them or more independently based on the role.

Making Every Match Count!

At Magic, maximizing client-assistant pairing is important. Here’s how you can make the most of your opportunities:

Update on Your Intro Call: 
If you haven’t heard back on the results of your Intro Call with a client, you can reach out to our Support Team at [email protected] or the Magic Representative you were with during the call. 

Support and Guidance:
We understand that challenges may arise, and we’re here to support you, please reach out to your Account Coach or the Support Team at [email protected]. 

Chapter 2: Working With Magic

Chapter 2

Working with Magic

Magic Tools and Resources

Magic Tools

Magic Tools is a tool to help you be more efficient when working with clients and performing day-to-day tasks.

With Magic Tools, you can do the following:

  • Edit emails for tone and grammar
  • Generate responses
  • Generate call scripts
  • Create email templates
  • Conduct Research
  • Generate images and visuals

Use these helpful tools for tasks related to your Magic client. Learn how to create an account and more about Magic Tools’ features here.

For the best experience, we recommend using Google Chrome and installing the extension. If you already have an account and the extension, you can skip this step.

If you encounter any issues while using Magic Tools, please send a report to the Support Team at [email protected]. Please include a Loom video and screenshots to help us understand the problem.

Magic Assistant Workspace

Magic Assistant Workspace is a tool that is used to observe your productivity and quality by seeing what’s on your computer screens in real time. 

Assistant Workspace gives you visibility into your hours worked, upcoming schedule, and your ongoing projects, with more productivity-focused tools coming soon.

Assistant Workspace is also used to record your clock-in and clock-out each day. 

New Feature Alert: Apply directly through Workspace! 

You can now view and apply to job listings directly in Assistant Workspace through the new Job Listings feature. No more waiting for job links to be posted in Discord! Each listing includes all the details you need to assess if you’re a good fit: client expectations, schedule, required tools, and skills. It’s your one-stop-shop for all available jobs tailored to your profile.

To learn about Magic Workspace and how you can utilize it, you can check our Loom video playlist here or visit the Magic Workspace page.

MagicGPT

Magic GPT’s vision is to be your AI-powered sidekick that transforms you into a super assistant. Seamlessly integrating into your workflow to enhance your productivity by allowing you to work more efficiently while maintaining focus on high-priority tasks.

It can help you research, generate answers into spreadsheets and can understand what’s going on your screen without switching between tabs.

To learn more about MagicGPT visit this page.

Attendance SOPs

At Magic, we understand that you won’t always be able to attend work and recognize that people get sick, need time off, and that emergencies happen.  At the same time, attendance and punctuality is very important.

During the first two weeks, if there are any absences, resignations, or attendance issues during this period, pay will not be issued and the role will not continue.

Attendance and Calling out:

  • If you are not able to make it to your shift, let the client know at least one hour in advance (the sooner it’s communicated, the better). Please reach out to your Account Lead or to the Support Team at [email protected]. 
  • Two instances of negative feedback due to tardiness, will result in the removal from the assistant pool.

In case of an absence without prior notice:

  • Assistants who do not inform their client of an absence beforehand will be removed from the assistant pool.
  • If you are unable to attend a call without informing Magic beforehand, you will be unmatched with the client and you will be removed from our assistant pool.

Client Matching Eligibility

We value the commitment to maintaining high standards and want to ensure that our assistants meet the eligibility criteria to provide exceptional service. Your status as an assistant may be reviewed under certain circumstances:

  1. Feedback: If you receive feedback indicating performance or professionalism issues from clients or Account Leads, such as unresponsiveness or noncompliance, further evaluation will be necessary.
  2. Client Pairing: You’ll be matched with a client up to 5 times. Afterwards, other applications will be prioritized.

If you have any questions about your eligibility status, please reach out to [email protected].

Compensation

Billing Cycle

The billing week starts every Sunday at 12AM, Pacific Daylight Time (PDT), and ends on Saturday at 11:59PM PDT of the following week. Pay is processed 8 calendar days after the end of the billing week.

If there are any changes to your weekly plan hours (e.g. leaves, extra hours, undertime), please inform the Support Team within 7 days from the end of the billing cycle.

Payouts are sent to Deel by the end of every Sunday Pacific Time (Monday PHT). It may take up to 2 days for your pay to show on your Deel account. If it doesn’t appear on Deel after that time, email our Support Team at [email protected].

Reminders:

  • Make sure to clock-in during your working hours on Assistant Workspace.
  • You have 7 days after the billing cycle to review and submit any changes to your work hours for the previous week (e.g.  working extra hours, time off, callouts, etc.).
    • Any changes to a billing cycle reported after the adjustment period will not be recorded.

First Payout

Your first payout will be submitted 8 days after the end of the first billing week. The total amount that you will receive is the hours you worked for the first billing week. After that, your pay will be weekly.

We’ve included an example of what that could look like in the image below. In the example, the first payout would include hours worked between the 4th and the 7th. Also shown are the important milestones during your first few weeks as an assistant.

Should you have any inquiries regarding your initial payout, please reach out to [email protected] or visit the earnings page within your Magic Workspace account for more details.

Requesting Extra Hours

If you’ve completed your plan hours, but your client wants you to continue working, you should request extra hours. When requesting extra hours, please consider the following:

  • Extra hours must be agreed upon by both you and the client before you work them.
  • Before you work extra hours, you must get approval from your client.
  • Extra hours will only be paid if they’re approved by the client.

You can request extra hours by submitting this form. If you’re unable to time track your extra hours via Assistant Workspace, please contact the Support Team via [email protected].

Chapter 3: Magic Support Team

Chapter 3

Magic Support Team

Help Desk

The Assistant Help Desk is a resource for current Magic Assistants and applicants to learn about getting matched with clients, Magic Tools, getting paid, and more.

You can access the Assistant Help Desk here.

Support Team

The Support Team is the main point of contact for any and all assistant concerns and inquiries. Reach out to the Support Team by sending an email to:

[email protected]

  • General inquiries, such as questions on onboarding, Magic tools, and client concerns.
  • Questions or clarifications on your pay, such as extra hours, adjustments, or questions about Deel.

Important Calls To Schedule

Orientation Call

If you’re a recent graduate, the Orientation Call takes place every Tuesday from 7-8:30 AM. Participating in the orientation call and reviewing the provided materials are essential steps to ensure success with your client and your overall experience with Magic. 

During which the following details will be discussed:

  1. Policies and processes of Magic
  2. Payment details and billing cycle
  3. Understanding Magic Internal Tools
  4. Clocking in and out in Workspace

Assistant Feedback Call

You can schedule a call at any time with the Support Team to give feedback on your clients or Magic. To schedule a call, please reach out to [email protected].

Account Leads

As a Magic Assistant, you have the opportunity to work with an Account Lead. Account Leads act as supervisors during your shift. They’re a resource to help guide you through client dynamics and tasks.

Here’s what you can expect from working with your Account Coach:

🧭 Daily Stand-Ups

These are quick syncs that help you stay aligned with the client and your Account Coach. 

Why it’s important: The DSU ensures that you understand what needs to be prioritized, it gives your AL a chance to address any concerns you might have, and it helps you stay in sync with the client’s expectations from day one. It’s an absolute key part of your daily routine for the first two weeks, so don’t miss it!

✅ Daily Check-ins

These check-ins help us fully understand your client’s tasks, working style, and what they truly value. This is key to building a strong foundation early on.

💬 1-on-1 Sessions

Once a week, your AL will meet with you to go over with Task updates, account health or any concerns or questions you may have. This is your space to speak up, ask questions, or get clarity.

🚀 Coaching Plan (if needed)

If we notice you could use some extra guidance, your AL may set up a 2-week personalized coaching plan. This will focus on areas like Communication, Productivity, Task execution and more!

At the end of the day, your Account Coach is here to make sure you feel confident, prepared, and empowered in your role.

Once you begin working with a client, your Account Lead will reach out to you. If you haven’t been paired with an Account Lead, our Support Team is available to answer any questions and provide assistance.

Chapter 4: Grow With Magic

Chapter 4

Grow With Magic

Maximize your potential with Magic! Check out our best practices to help your career and improve your skills.

Tips, Tricks, And Best Practices For Magic Assistants

Communicating Professionally
Practice the habits of communicating effectively with your client – this is key to success.

When communicating:

  • Organize your thoughts and be mindful of your client’s time
  • Provide as much context as possible
  • Be respectful – tone is important
  • Be positive and optimistic

It’s also important to set expectations and give updates by:

  • Tasks you’ve worked on.
  • Stating what was done and being specific.
  • Suggesting next actions.

Remember to stay transparent and communicate consistently. Stick to a schedule to get into a rhythm with your client.

Anticipating Risks
Maintain a proactive awareness of potential issues with your tasks, regardless of their complexity. It’s important to communicate any risks to the client promptly, allowing for necessary adjustments to be made.

Always keep your client informed of any roadblocks you encounter. However, don’t stop at just reporting the problems – come prepared with potential solutions or alternative approaches. Remember, our goal is to solve problems, not create them.

Working Independently 
Even when your client is unresponsive or is not always there to observe your work, make sure to stay consistent in your active hours and do your work with integrity.

Identifying Critical Concerns
Your client will not always be available to address your concerns. They will expect you to be somewhat self-sufficient.

Make sure to ask yourself these four things before raising a concern:

  • Are you unable to resolve it on your own? (e.g. with a Google search)
  • Does your concern affect the entire project?
  • Is the concern urgent?
  • Are you unable to access the tools needed to resolve this concern?

If all these are a yes, then this is considered a critical concern.

Working Efficiently
One method to help you manage your workload is by identifying which tasks are of higher or lower priority.

Example: Your client gave you 3 tasks.

  • On your first day the client mentioned they want you to manage their sales leads and delete any contacts that haven’t been touched for a year.
  • They message you on Whatsapp asking you to create a presentation for a meeting in an hour.
  • They emailed describing data collection for a report and wanted it compiled by the end of the month.

With this example we can determine that creating a presentation is important and urgent, collecting data is important but not urgent, and managing their database is not important nor is it urgent. With this in mind, you can arrange your priorities for today and dedicate your time to working on each task depending on importance and urgency.

Today you should:

  1. Finish the presentation ASAP
  2. Collect data for the report
  3. Delete the untouched contacts


Receiving & Giving Feedback
Giving and receiving feedback is an integral part of career growth. Clients and assistants are encouraged to give feedback to one another and report back to Magic on how things are going.

If your client has comments on your work, don’t worry! Getting direct feedback is the best way to learn and improve. Remember that they are not saying it to hurt your feelings – but work with you through them. When you receive comments from your client, keep these in mind:

  • Don’t take it personally
  • Listen to what your client is saying
  • Acknowledge the concern
  • Provide context
  • Take appropriate action
  • Thank them for the feedback

Additionally, the Support Team is there to help and listen to your concerns. If you have any concerns regarding your client or your work, please reach out to the Support Team at [email protected].

When giving feedback about a client, be as objective and as transparent as possible. This will help give us a full picture of the situation. Your opinions matter and we’re always here to help. You can send an email or schedule a feedback call; whichever suits you best.

Assistant Perks

MEA Training Program

The MEA Training Program provides key insights and techniques for effectively handling Executive Assistant tasks, including communication methods, organizational skills, and client service strategies.

It also introduces you to Magic’s core values, effective communication practices, AI-powered workflows, and client-facing essentials like handling intro calls and understanding client needs — all designed to help you succeed in real-world assistant work.

If you have any further inquiries regarding the MEA Training Program, please reach out to [email protected]. Should you encounter any issues with the application process, please email [email protected] for assistance.

Referral Program

Earn cash bonuses by referring your friends to work with Magic! You’ll receive a bonus after your referral has worked with their client for a month.  

To refer candidates, direct them here. Remind them to enter your name as their reference during the sign-up process.

Chapter 5: FAQs

Chapter 5

FAQs

Help Desk

Check out the Assistant Help Desk to learn about our payment process, policies, and more.

What kind of topics can I find on the Help Desk?

  • Recording Your Time
  • Billing Schedule
  • The Matching Process
  • Taking Time Off
  • Request Extra Hours
  • Onboarding Call
  • Deel

Support Team

For general inquiries including onboarding, Magic tools, client issues, or for any questions about your pay, such as extra hours and adjustments, please reach out to [email protected].

What should I send to the Support Team? 

  • Change in Plan Hours
  • Questions about Onboarding Processes
  • Pay related issues
  • Giving and receiving feedback
  • Magic Assistant Workspace Issues

Why should I schedule an orientation call?

This call offers a comprehensive overview of the tools you’ll need for your tasks. We’ll address any questions about the onboarding materials, along with Magic’s policies and procedures.

During the orientation call, we’ll assist in setting up your Deel account, and introduce you to Magic Workspace and Magic Tools to enhance your efficiency.

If you haven’t received an orientation email, please reach out to [email protected].

What if a client is unresponsive?

  • If your client becomes unresponsive, send a follow-up email while you continue with your work. If there’s no response after a few hours, reach out to your Account Lead or to the Support Team at [email protected].

What if I need to take a leave?

  • Advise the Support Team AFTER informing your client about it.
  • Please include the following in the email:
    • The number of days you will be away
    • The date you will be returning to work

I need to leave my role – how can I go about it? 

  • We understand your situation can change, and we’re here to support you through the transition. If you’re planning to step away from your role with your client, then please immediately inform your Assistant Coach on Discord, or reach the Support Team at [email protected],  or book a call here.

  • You’ll need to give Magic at least a 2-week notice so we can work with your client and find a suitable replacement. To ensure a smooth transition, we also ask that you help train and hand off your responsibilities to the new assistant during your final days in your role.

  • Leaving your role without proper notice may affect your eligibility for future opportunities at Magic, so please coordinate with us early to ensure a smooth transition.

My role has evolved and it requires skills I’m not confident on yet. What should I do?

  • When a role evolves, it’s often a great opportunity to learn and grow. If you’re facing new responsibilities that you’re not yet confident about handling, don’t worry—you’re not alone.
  • We encourage you to book a coaching session with your Assistant Coach or the Support Team. They can help you assess the situation, build a plan, and get the support you need to succeed in your role.

How do I refer a friend?

  • You can refer freelancers to Magic through this link.
    • Don’t forget to have them enter your name as a reference and get a referral bonus when your referral has worked with their client for at least 1 month.

What will happen if I don’t follow the rules and regulations? 

  • If you disregard the rules and regulations or violate any of the terms or practices, you can expect the following:
    • Initial Communication: We will first reach out to you to discuss what happened. Our aim is to understand the situation and provide clarity on the rules and expectations. Open communication is key, and we will make an effort to resolve any misunderstandings or errors.
    • Meetings and Support: Depending on the outcome, we may schedule one-on-one meetings to further discuss the matter and explore ways to support you.
    • Observation: After addressing the issue, we may supervise your work more closely for a period of time.
    • Formal Warning: In cases of repeated violations, you may receive a formal warning.
    • Termination of Contract: As a last resort, if there are continuous issues that cannot be resolved through support and communication, we may have to consider terminating your contract. This decision would only be made after a thorough review process and as a final step when all other measures have failed.
  • We are committed to maintaining a positive and productive environment and will do our best to support you. If you have any further questions, please reach out to your Account Lead or the Support Team.

Magic Assistant Workspace

How should I track hours for the work week?

  • To track your hours, go online/offline on your Magic Assistant Workspace account. This applies regardless of whether you work a fixed or flexible schedule.

Do I have to confirm my hours with Magic every week?

  • Your hours are based on your plan hours and schedule in Magic Workspace. If you worked extra or less hours, please submit an hours adjustment form before Saturday at 8AM PHT. 
  • If you plan to take a leave, are sick, unable to work, inform your client and send an email to [email protected].

How do I request for Extra Hours?

  • If agreed upon by both you and your client, you can request extra hours by submitting this form.

What should I do if I worked less hours? 

  • Please submit an hours adjustment form before Saturday at 8AM PHT. Any adjustments reported after that time will reflect on the following billing cycle. 

If I have more than one client, can I track time on multiple clients at the same time?

  • No. To accurately capture the time spent working for each of your clients, you’ll need to track time separately.
    • If you are currently working on client A and decide to work on client B, you should clock out for client A and then clock in for client B.

I can’t apply for roles on Workspace. Can you please review my profile?

  • Yes. If you need clarification about your status, please reach out to [email protected].

Why can’t I access my Magic Assistant Workspace account features?

  • If you are not yet matched with a client or still waiting for your start date, the Magic Workspace features will not be available. 
  • If you cannot access your Magic Workspace account features and have already started working for your client, please contact the Support Team at [email protected] immediately.

How will I know if the Magic Assistant Workspace is tracking my work session?

  • An online status of the Magic Assistant Workspace extension will show once you go online in your Magic Workspace account.  You can check it by the Magic Extension button found on the uppermost right portion of your Chrome browser.

What happens if I do not clock in/go online?

  • If you do not clock in, there may be errors in your pay.
  • If you have any issues with going online/offline, please reach out to the Support Team at [email protected] so we can get it resolved ASAP.

Can I login on different devices at the same time?

  • It will only allow one browser session to accurately record clock-ins. Please use one browser when tracking time with your client.

What Timezone is the Workspace set in?

  • The Assistant Workspace uses the same timezone as your computer.

How do I send a bug report?

  • There is a red “Report Bug” button on the right side of the Magic Workspace. Please include the console and a Loom recording of the error you are experiencing.

Follow these steps to report a persisting issue to an engineer or contact the Support Team. To learn more about Magic Workspace, please check our FAQ page here.

Billing

Payment Process

How do I get paid?

  • Magic pays you via Deel. Deel is a company that handles hiring and payment services for contractors.
  • Magic handles your payouts, not your client, so make sure to reach out to the Support Team if there’s a problem.

How do I report pay discrepancies? 

  • For any pay discrepancies, you can reach out to the Support team at [email protected] or send a form to report it. 

If I use up my work hours for a client, how do I request for more?

  • For detailed help on requesting extra hours please refer to this page.

What if I’m unable to work a shift for a client?

  • If you need to take a leave or are unable to work, please inform your client/s and send an email to [email protected].
  • To help us make adjustments quickly and accurately, please let us know that you were unable to work as soon as possible or submit a form.

What is the 7-day adjustment period?

  • The adjustment period is the window during which the Support Team can process adjustments to your pay. 
  • The 7-day adjustment period takes effect when a billing cycle ends (every Saturday 11:59 PM PDT). You have 7 days to submit any changes to your work hours. 
  • Email the details of the adjustment including: 
    • Number of adjusted hours
    • The days you worked extra hours or took time off
    • If asking for extra hours, confirmation from your client in the form of a screen shot
  • Changes in your weekly hours can include:
    • Client approved extra time or time off
    • Changes in plan hours
    • Any changes to your contract with your Client

Tracking Your Payment Cycle

How is my pay adjusted if the billing week starts on Sunday but my start date was on a different day?

  • Your pay will only reflect the hours worked between your start date and the end of the billing cycle.

How can I track all my payouts?

  • You can track your payouts via the invoices on your Deel account or by checking the Earnings Page in your Magic Assistant Workspace account.

Are the payouts weekly?

  • Yes, we send your pay to Deel every Monday PHT.

Deel

How do I create an account?

  • A member of our HR Team will send a Deel contract link to your email. The contract link will lead you to a page to create an account . You can also check out our guide for more help.

I can’t sign the contract on Deel –  it’s requiring me to create a US Tax Form. Do I have to do this? 

  • Yes. Deel requires this form to be completed before allowing the contract to be signed, regardless of your citizenship or tax residency.

I’m paid in dollars, is it okay to choose Philippine peso as the withdrawal method?

  • Yes. If you do not have an account that supports USD, you can choose the Philippine Peso as the withdrawal currency.

I’ve started the withdrawal on Deel, but it’s not in my account yet?

  • You can find the status for all your active withdrawals on your Dashboard in Deel’s Active Withdrawals section. If the ETA is a range, you will see the last day in that range as the estimated time of arrival.

Is there a fee for transferring the amount in Deel to my bank account?

  • Yes. The fee depends on the bank. For BPI, BDO, and Paypal, the fee is based on percentage.

I need a verification letter that I’m a Magic Assistant – how do I get this? 

  • You can request a verification letter on the documents section of the Deel Platform. You can read more about the process here.
  • If you’d like to request for changes on the verification letter, please send a separate request to [email protected]. 

We look forward to working with you!

All the best,
your friends on the Assistant Support Team

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