One contact profile
Keep the right contact, address and ordinary business details together.
For personal assistants
Client records for personal assistants
Keep personal assistant contacts, booking history and everyday business notes together, ready before the next piece of work.
Start 30-day free trial See how it works
Know the contact before work begins
Know the contact and the work before you begin.
Personal assistant work may mix diary, travel and correspondence tasks, so deadlines and the authority to act on each request need to be clear.
An ordinary business record answers practical questions: whom to contact, where the work was booked and what follow up is due. If your work needs specialist case notes, keep them in the appropriate system rather than treating ordinary booking notes as a substitute.
Offlico in practice
A clearer view of the next step.
Find the next booking alongside the contact and previous ordinary business notes.
Confirm completed actions and the next work block, keeping private messages and account access out of general booking notes.
The next piece of work is easier to prepare for when the previous ordinary booking and next business action are visible. Check whether the contact, location or agreed time has changed before you start.
Explore the full workflowHow it works
From contact to useful business history
A practical way to manage the business side of personal assistant work.
See the booking history
Find previous personal assistant work and the next booking without searching across messages.
Finish the admin
Confirm completed actions and the next work block, keeping private messages and account access out of general booking notes.
What changes
Remember the person, not just the slot.
Bring the contact and previous personal assistant bookings back into view before the next piece of work, while specialist records stay in the systems your profession requires.
Start 30-day free trialCorrect contact and address
Previous ordinary business bookings
Useful logistics and notes
Invoice and payment status
Where specialist tools still matter
Offlico handles ordinary bookings and payment admin. Keep sensitive personal information, delegated decisions, secure access credentials and specialist records in appropriate systems.
Explore the details
Find the part you need
Frequently asked questions
A few things worth knowing
Can Offlico replace every tool I use for personal assistant work?
Offlico handles ordinary bookings and payment admin. Keep sensitive personal information, delegated decisions, secure access credentials and specialist records in appropriate systems.
What belongs in an ordinary business record?
Keep the contact, address, booking history, useful logistics and payment follow up together. If your work requires specialist case notes, keep those in the appropriate system.
Can I try Offlico before committing?
Start with a free trial and see how the everyday workflow fits your own way of working.
Offlico for personal assistant work
Make the next working day easier to run.
Bring your diary, contacts, reminders, payments and ordinary admin into one place.