Skip to content

BusyBook

Start free trial

Help Center

Step 15 of 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.

SettingsBusiness profileMore settings Open More settings

Turn your sound on. Watch it done on a practice account (0:48). Tap any step below to jump to it. Narrated with an AI voice.

A few extra choices live on the More settings tab.

1

Open More settings

In the menu, tap Settings, then Business profile, then the More settings tab.
2

Let Irene call leads who ask

Irene texts every new lead within a minute and answers every call that comes in. She never calls a lead on her own. Turn on Irene calls leads who ask for a call and she can: a lead ticks Yes, you can call me on your website's note form, or asks her for a call by text, then confirms with a YES text from their own phone. She calls them once, and those calls use your plan's call minutes. It needs Irene's phone set up (Irene AI, then Phone calls), your texting number, and your business phone number in Business profile. It starts off.
3

Let clients change their cleanings

Turn on Clients can change or cancel their cleanings online and clients can move a cleaning to an open time, skip one repeat cleaning or cancel from their own page and their booking page. Your cancellation policy still applies: before they cancel, they see what it costs and agree to it. It starts off: until you turn it on, they see Call now, Text now and Email now buttons instead, so you can help them first.
4

Pick how soon clients can book

Under How soon clients can book, pick how far ahead clients have to book, like 1 day ahead. Your booking page, your website form and their own page won't offer anything sooner, and Irene won't either. Any open time is how it starts. You can still book any time yourself.
5

Let clients pay in parts

Turn on Clients can pay an invoice in parts and set the smallest payment at a time.
6

Save

Tap Save.

Good to know

Why the YES text: the law treats an AI voice like a robocall. Before an AI can call someone about booking, that person has to say yes in writing. Their YES text from their own phone is that yes, and Busy Book keeps it as your proof. Nobody at your business can say yes for a lead.
How Irene calls: once for each yes, 9 AM to 8 PM Monday to Saturday, never on a Sunday or a holiday. She says she's your AI assistant and how to stop calls, gives your business number before she hangs up, and never leaves a voicemail. If they don't pick up, she texts them once.
Anyone who says "stop calling" on a call or in a text, or texts STOP, is never called again.
Every other lead gets Irene's texts. If she can't text a new lead (no texting number, they didn't tick OK to text, or her text didn't go through), you get a note right away to call or email them yourself. The Call button on the lead's page dials them from your phone.
Calls to leads aren't available for businesses in Canada yet. Canada has its own rules for AI calls.
Clean for hosts with several rentals? Let Irene pick the rental when a host texts lets Irene work out which rental they mean. It starts off. See the guide on it for how it works.
Want Irene to quote from photos clients text? Turn on Irene quotes from photos (Grow and Pro). It starts off. See the guide on it for how it works.
Clients can never delete a cleaning, not even from their own login. To cancel, they open the cleaning and tap Cancel (or reach out to you, while this is off), so your notice and late cancellation fee always apply.
Irene follows Clients can change or cancel their cleanings online too. While it's off, she never cancels a cleaning by text or on a call. She offers to move it, and if they still want to cancel, she tells them you'll reach out and lets you know right away, so you can save the booking. Turn it on and she cancels for them, with your late fee told first.
Want your client emails to come from your own address, like [email protected]? Send email from your own domain is at the bottom of More settings, on Grow and Pro. See the guide on it for the steps.
Under Clients can change or cancel their cleanings online, pick how close to a cleaning they can still change it themselves, one for one-time and one for repeat cleanings. Up to the last minute is how it starts.
Under How soon clients can book, How far ahead clients can book picks the furthest day clients can book, like 2 months ahead. No limit is how it starts. See the guide on when clients can change or book.

Still stuck?

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

Contact us