Find and add your clients
Everyone who booked or asked for a quote, with their bookings, their prices and how to reach them.
Your Clients page keeps everyone in one place: how to reach them, every booking and what they've spent.
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1
Open Clients
In the menu, tap Clients. The top shows how many clients you have.
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2
Find someone
Type a name, email, phone or city in the search box. Tap Total booked or Next cleaning to sort the list.
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3
Add a client yourself
Tap New client, fill in their details and tap Add client.
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4
Open a client
Tap a client's name for their details, what they've spent and every booking. An Airbnb host's page has their Rental calendar too.
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5
Give a client their own prices
On their page, tap Custom Pricing to set prices just for them. They see their own prices when they book.
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6
Reach out
Tap the ... button on their row for Call and Email. To book their next cleaning, tap New booking and pick Regular Customer.
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7
Send them their own page
On a client, tap Copy their page link and text it to them, or send it from the Client portal card. Their page is their client portal: their cleanings, photo reports, invoices and bids, and a spot to ask for extra work. They move a cleaning to an open time, skip one repeat cleaning or cancel, update their card, tip and book again. Once you turn on Clients can change or cancel their cleanings online in More settings, it's in their night-before reminder too.
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8
Add a second contact
Someone else who should know, like a spouse or the property manager? On the client's page, tap Add a second contact, fill in their name, how they're connected and their mobile, and tap Save. The partner on the job sees them. Tick Also send them a copy and they get the cleaning reminders, running-late and on-the-way texts too.