SphereMail Operators

Welcome to SphereMail 2

• Introduction To SphereMail →
• Why Virtual Mail →

Training Video 1

• Watch - Training Guide →

Everything CMRA 8

• What is CMRA?→
• CMRA Format Requirements→
• Verifying Customer Information→
• California Document 17538.5 →
• Refusal of Mail→

See all 8 articles

What is a Virtual Office? 1

• What Is A Virtual Office? →

Getting Started 24

• Configuring The Administrator Settings and Getting Started→
• Update Business Information →
• Update Email→
• Select A Color Scheme and Options →
• Update or Change Your Subdomain →

See all 24 articles

Integrations 7

• Linking Deskworks to Your SphereMail Portal→
• Linking Nexudus to Your SphereMail Portal→
• Linking OfficeRnD to Your SphereMail Portal→
• Linking Quickbooks to Your SphereMail Portal→
• Export Your SphereMail Customers' Info to HubSpot→

See all 7 articles

Manage Mail 28

• The Mail Cycle →
• Customer's Mail Features →
• Mailroom Notification Feature →
• Notifications for Mail Item Requests→
• Add Single Mail Item →

See all 28 articles

Manage Customers Accounts 28

• Add a New Customer/User →
• Subscribing a Customer by an Admin →
• Activate a Customer→
• Deactivate a Customer →
• Manually Assigning A Mailbox Number →

See all 28 articles

Manage SpherePhone (Virtual Phone Number) 9

• How to Make Outgoing Calls Using SpherePhone Virtual Phone →
• Add a Virtual Telephone for a Customer →
• Enable or Update Outgoing Calls →
• How to Setup Voicemail →
• Update a Forwarding Number, Update Company Name, Add Extensions →

See all 9 articles

Billing 6

• Downloading Customer's Invoices →
• Mail Storage Fees→
• Create an Invoice or Add an Invoice Line Item→
• Business Name Invoices→
• Applying a Discount Coupon →

See all 6 articles

Live Answering/Receptionist Service 2

• Adding Live Receptionist Service for my Customer→
• Receiving Messages from The Live Answering/Receptionist Service →

Reports 2

• Viewing Charge Details on Your Operator Account →
• View and download customers' Quarterly Reports.

Demo Video 0

How To's 6

• Logging In/Out of the App
• Add Envelope Picture →
• Upload & Download a Scan →
• Forward Mail →
• Mark Mail Items as Picked Up →

See all 6 articles

General Questions 53

• Does SphereMail have a Security Policy?
• What activities are charged right away and what activities get charged at the end of the month→
• When we attempt to sign up a user for our location, we receive an error message indicating that the email is already taken?
• Why are our customers charged for any services or activity we provide? →
• How often are we expected to ship mail? Is there a SphereMail policy around that? →

See all 53 articles

Managing Mail 41

• Can you confirm when do storage fees go into effect? (is it 30 days?) →
• Why can't I forward mail internationally with USPS?
• How do we handle cancelled customers' mail?
• How do we charge for the forwarding of the package? Do we charge a handling fee as well?
• For forwarding mail, is the price that I can set for each plan just the fee that our business takes (not including the cost of postage)? Or should it include that postage cost? →

See all 41 articles

Operator General Settings 23

• Do we have access to a detailed history report of all customer transactions? →
• What are the requirements to operate as a virtual office provider in Ireland? →
• How is tax handled on the platform in the U.S. and/or other countries? →
• Where can I download CA 17583.5 document?
• Is there a way for you to modify the hourly conference room access to a dollar credit amount that can be used towards our meeting rooms and workstation rentals? →

See all 23 articles

Managing Customers 25

• Is there a way for a customer to add an additional recipient and for me to mark it free of charge after they add it? Or do I need to add the recipient? →
• How can we re-assign a mailbox number? →
• What to do if one of my customers is unable to log in to the SphereMail's portal?→
• How does canceling or deactivating a customer affect billing or their box number?→
• Is there a way to delete a mailbox number from an inactive customer's account so it can be reused by a new customer? →

See all 25 articles

Virtual Phone Number and Live Answering Services 23

• Do you charge the operator for voice message setup or personal recording? →
• Do I have to offer all the services on the platform? What if I am already offering live answering services or notary services and I don’t want to offer them through the SphereMail platform? →
• What is the difference between a virtual phone number and a land line/cell phone number? →
• What are the differences among all the live receptionist plans? →
• A customer signed up for virtual phone service, is there anything we need to do as an operator? →

See all 23 articles

Billing 18

• We have a customer who is on monthly subscription but wants to switch to the 6 months or yearly plan. Will their new rate be pro-rated with what he has already paid?
• Is there any way to apply a credit to a client's account? (In the event they prepay)
• Can a customer add their credit card now for the future start date of their plan?→
• Our customer just entered their Credit Card, why were they charged on all pending invoices since the date they were activated?→
• How do we handle a customer's deactivated account that's been locked out due to non-payment? →

See all 18 articles

Reports 0