Record Coverage
Record Coverage

As an assistant, you occasionally need someone to take care of your client when you get busy.

When someone covers for you, we want to pay them for the extra work they took on, and when you cover for someone else, you want to be paid too!

This doc teaches you how to record coverage.

Read the

Frequently Asked Questions⁠

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Record Coverage in 2 Steps:

Step 1: Go to this link

https://coda.io/form/Request-Coverage_dNTIogfJuu1⁠

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Step 2: Fill out the form

Managing Assistant : The person who covered

Covering Assistant: The person who was covered

Start Date: The first day covered

End Date: The last day covered

Client Connection: The client connection being covered

What is the coverage for?: The coverage reason

Hit Submit

⁠

You’re done!

If you need coverage for more than one client, you’ll need to fill out the form for each individual client.

If your client declines coverage you don’t need to fill out the form.

The person who was covered will get a confirmation email checking to make sure the dates are correct.

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They can click the link and confirm or dispute coverage

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The covering assistant will also get a reminder email

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If you have any questions or problems, please check the

Frequently Asked Questions⁠

or email

finance@gosquaredaway.com⁠

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