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Your plan and settings

Irene's monthly conversations, pausing your plan, referring another owner, downloading your data and more settings.

  1. 1 Irene's monthly conversations Your plan includes a number of Irene conversations each month. Here is how to see them and add more. Video 0:29
  2. 2 Pause your plan Take a break for 1 to 3 months and pick up right where you left off. Video 0:32
  3. 3 When Busy Book is paused No plan running? Everything waits, saved, until you add a card and pick a plan.
  4. 4 Close your account Cancelling never deletes anything. To close your account for good and delete your data, just ask us.
  5. 5 Add a code to your plan Joined the Launch Bootcamp after you signed up, or got a code from us? Add it to the plan you already have. Video 0:27
  6. 6 Refer another owner Share your link with another cleaning business owner and get a free month when they start their plan. Video 0:25
  7. 7 Earn money sharing Busy Book Apply to the Busy Book Affiliate Program and earn a share of what the owners you bring pay. Results vary.
  8. 8 Download all your data Your clients are yours. Download everything as spreadsheets, any time, on every plan. Video 0:27
  9. 9 Add your office team Give your office admin, VA or manager their own login, with switches for what they see. Every change shows their name.
  10. 10 Turn on two-step login Ask for a code after your password, from an authenticator app or by email, so a password alone is never enough.
  11. 11 Set login rules for your team Sign team logins out after a while without use, and ask every team login for a code after the password. Both start off.
  12. 12 Log in, reset your password and sign out Log in with your email, get back in with a code when you forget your password, and sign out on a shared computer. Video 0:43
  13. 13 Keep your account safe See where you're signed in, sign out everywhere else in one tap, change your password, and know what our security emails mean.
  14. 14 Pick how you run your business Just me, contractor partners, or a team on payroll. Your menus and the words on your screens follow your pick. Video 0:32
  15. 15 More settings Let Irene call leads who ask for a call, let clients change their cleanings, pick how soon clients can book, and paying an invoice in parts. Video 0:48

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