SphereMail Operators
Welcome
Login
Sign up
Home
Solutions
How can we help you today?
Enter your search term here...
Search
New support ticket
Check ticket status
Knowledge base
SphereMail Academy
Welcome to SphereMail
2
Introduction To SphereMail →
Why Virtual Mail →
Training Video
1
Watch - Training Guide →
Administrator Guide
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
29
Add a New Customer/User →
Subscribing a Customer by an Admin →
Activate a Customer→
Deactivate a Customer →
Manually Assigning A Mailbox Number →
See all 29 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.
Becoming a Virtual Office Provider
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? →
FAQs
General Questions
52
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 52 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
20
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 20 articles
Reports
0
Mobile App
Demo Video
0
How To's
9
Logging In/Out of the App
Adding Mail →
Add Envelope Picture →
Upload & Download a Scan →
Forward Mail →
See all 9 articles
Help Desk Software
by Freshdesk