Help Center

Your clients

Find and add your clients, bring them over, send photo reports, make coupons, get more reviews and referrals, and keep them coming back.

  1. 1 Find and add your clients Everyone who booked or asked for a quote, with their bookings, their prices and how to reach them. Video 1:07
  2. 2 Offer Spanish to your clients Clients pick English or Español, and your booking page, their links and your texts and emails show in their language.
  3. 3 Give your clients their own portal One link where a host, an office manager or a builder sees their schedule, photo reports, invoices and bids, and asks you for extra work. Fewer texts to you.
  4. 4 Keep a home profile for each home Pets, the alarm, where the key is, parking, what they love, products to use and avoid, and pictures of how they like things. Your partner sees it on the day of the cleaning.
  5. 5 Keep track of client keys A key log for every key you keep: who has it, when it went out and when it came back. Keys out shows every key with a partner right now.
  6. 6 Never send a partner to a client Pick partners who must never be offered or given a client's jobs. Every job offer, every regular-first offer and every suggestion leaves them out.
  7. 7 Keep files for a client Contracts, tax-exempt forms and floor plans, saved with the client or one of their places. Private: only you can open them.
  8. 8 Block a client from booking Stop a client from booking online or with Irene. They hear kindly that you'll reach out, and only you see why.
  9. 9 Pause a repeat client while they're away A vacation hold: their repeat visits are skipped until the day you pick, then start again by themselves.
  10. 10 Turn off messages for one client Stop cleaning reminders, review asks or marketing for just one client. Receipts and booking updates always go.
  11. 11 Let clients pick text or email Clients choose text and email, text only or email only for their reminders and updates, right on their portal.
  12. 12 Merge duplicate clients The same person on your list twice? Put them together: everything moves to the one you keep, and the other is removed.
  13. 13 Answer a client's privacy request A client asks what you have on them, or asks you to erase it? Download everything about them in one file, or forget them. Their money records stay.
  14. 14 See what a client said yes to, and who saw their door codes Each client's page shows their texts, calls, marketing emails, photo reports and review sharing, and, for you, who saw how to get into their home.
  15. 15 Get a heads-up on risky first bookings A note just for you when a new client's big or prepaid first booking has details that don't fit. Busy Book never stops the booking.
  16. 16 Label clients with tags Your own labels for clients, like VIP, Pays late or Realtor referral. Filter your client list by them, email only the clients with one, and see them at a glance everywhere.
  17. 17 Add your own fields and booking-form questions Your own fields on clients and bookings, like Gate color or Number of floors, and your own questions on your booking form, like Any pets? or How did you hear about us?
  18. 18 Bring your clients over Move your client list from Jobber, BookingKoala, ZenMaid or a spreadsheet in a few minutes. Video 0:33
  19. 19 Bring over saved cards from Stripe Coming from BookingKoala or another tool that kept clients' cards in your own Stripe account? Bring the cards over. Nothing is charged.
  20. 20 Bring over repeat schedules Switching tools? Your repeat clients keep their day, time, price and partner, with their next visits on your calendar.
  21. 21 Make a coupon A code clients type when they book, for a percent or a dollar amount off. Grow and Pro. Video 0:37
  22. 22 Give $25, get $25 client referrals Every client gets their own code to share. Their friend saves on the first cleaning, and they save on their next one. Grow and Pro. Video 0:34
  23. 23 Get reviews from your clients The day after each cleaning, clients get a link to rate it. You choose which reviews show on your website. Video 0:45
  24. 24 Reply to reviews, and how verified reviews work Write one public reply to any review. See which reviews are verified, and ask Busy Book to remove one that breaks a fair rule.
  25. 25 Choose which reviews show on your website Show every review of 3 stars and up, 4 stars and up, or only the ones you pick. Every client is still asked, and still gets your Google and Thumbtack links.
  26. 26 Offer extras before the cleaning About 3 days before, clients get a link to add extras like inside the fridge, at your prices. Grow and Pro. Video 0:36
  27. 27 Sync an Airbnb host's calendar Every guest checkout becomes a turnover cleaning on its own, from Airbnb, VRBO or Booking.com. Video 0:41
  28. 28 Get same-day turnovers done first When the next guest checks in the day another checks out, the turnover is flagged with the check-in time, goes to your partners first, and you hear if nobody has it.
  29. 29 Add a client's places For a host with several rentals or a company with several sites: each place gets its own address, door code, size, on-site contact and regular partners. Video 0:56
  30. 30 Send a photo report after every job After each job, your client gets the before and after photos, room by room, and the checklist, sent for you or after you look it over and add your notes. A host also gets damage ready for an Airbnb claim, missing items and more. Grow and Pro.
  31. 31 Set up each rental's inventory and restock list Set once what partners count and restock at a rental. Missing items show in the host's report, and low supplies land on one restock list with a shopping list for every rental. Grow and Pro.
  32. 32 Charge for late checkouts, last-minute changes and same-day turnovers Your partners log how long they waited for a late checkout. Choose to bill it in flat blocks, add a late-change fee with one tap, and have the same-day fee added for you. All of it starts off.
  33. 33 Track linens and laundry for each rental Set the linen sets each rental needs. Partners say what went to the laundry and what's stained or missing, and the laundry list shows what every day needs.
  34. 34 Pay partners a set amount for each turnover Give each rental its own flat pay, so partners earn the same for every turnover there instead of a share of the price. It starts off.
  35. 35 Schedule rental inspections A partner walks a rental on a schedule, counts the lists and sends the host a photo report. Each visit books itself 2 days ahead.
  36. 36 Clients to check in with Repeat clients who've gone quiet, so you can reach out before they slip away. Grow and Pro. Video 0:30
  37. 37 Send your clients a birthday wish Save a client's birthday, the month and day only, and send a warm wish on the day. Off until you turn it on. Grow and Pro.
  38. 38 Tell everyone when a guest leaves early When a guest leaves a rental early, the partner on the turnover and you hear it can start sooner. Off until you turn it on.
  39. 39 Book mid-stay cleanings for long stays A cleaning during a guest's long stay, at your own mid-stay price. Off until you turn it on.

Still stuck?

Tell us what you're trying to do and we'll walk you through it.

Contact us