NEW MEMBERS
WELCOME!
you will have two platforms to set up and use as a collective member.
the soona platform - where you manage your services, availability, and assignments.
invoice management platform - where you sign the contract, set up direct deposit, and submit invoices.
use the instructions below to help you set up both accounts and familiarize yourself with the platforms.
ONBOARDING CHECKLIST
steps with * must be completed before any assignments can be given!
STEP 1:
sign contract + set up direct deposit
🖋 create a collective.soona.co account*
(invoice management system)
already have an account? sign in here
got kids? create an account for each individual person + read the drop down below
📄 sign the contract*
review the contract anytime in the terms of service page
💵 enter bank + tax information*
the account holder's name must appear on the bank account given.
for minors, this may mean having a shared account with a parent.
GOT KIDS?
if multiple people from your household will be providing services, each person will need to set up their own invoice management system account using their tax identification information.
additionally, to avoid payment delays or issues, the bank account used for direct deposit must also display the name of the account holder. this likely means minors need to be listed as a shared account holder on the bank account used.
MORE ABOUT OUR INVOICE MANAGEMENT SYSTEM
we use a third party platform called Worksuite to process payments. your bank and tax information is encrypted and secure within this platform. it is only accessible by our payments team for tax verification and to process payments.
bank and tax information is required in order to process payment and be compliant with IRS tax rules and regulations.
STEP 2:
set up your soona platform
👩💻 learn about the soona platform!
don't have a soona account?
create one here*
✅ turn on your services*
remember to complete your traits!
📅 set availability*
📧 learn how to manage assignments
STEP 3:
emergency contact
so we have someone to contact in case of an emergency.
STEP 4:
about assignments
VOILA!
you have completed all four steps of soona onboarding! please continue to refer back to these pages + tutorials whenever you have new questions or need a refresher.
we encourage you to visit the hub often and continue to explore + learn about your services.
