VA Onboarding Checklist for WhatsApp
24 tasks to get a new VA up and running on your guest communication. Check them off as you go — your progress saves automatically.
Your Progress
0 of 24 completeAccess Setup
Communication Templates
Escalation Rules
Handover Protocol
Property Cheat Sheet
Get the printable version
Download a PDF of this checklist to share with your team.
Or skip most of this
BNBChat handles VA onboarding in 5 minutes. No device linking, no handover docs, no access codes to share. Just add them to your team.
See How It WorksWhy this checklist exists
Most VA onboarding is tribal knowledge
You know how to give a VA WhatsApp access because you've done it before. But can your manager do it without calling you? This checklist turns that knowledge into a system.
Every skipped step costs you later
Forgot to set up device naming? You won't notice until someone quits and you can't figure out which device to remove. Skipped the handover protocol? Your next hire will learn that the hard way.
This takes 2-3 hours per VA
If you're hiring multiple VAs, that time adds up fast. BNBChat's onboarding takes 5 minutes: add their email, set permissions, done. No device linking, no group setup, no handover docs.