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Getting Started

More information about important settings inside the account

1 author16 articles
Automaid Pay

Credit card processing for US clients

1 author9 articles
Bookings

Manage and edit your Bookings

1 author13 articles
Booking Availability

How to add in and edit the dates and times that show to your customers when creating a booking

1 author10 articles
Booking Cancellations

How to cancel a booking, where to manage cancelled bookings, update your cancellation fee and more

1 author5 articles
Booking Form

How to make changes to your premium and default booking forms

2 authors26 articles
Charges

How to place holds, charge, bulk charge, send an invoice

1 author4 articles
Customers

Manage your Customers and their information

1 author11 articles
Discounts & Promotions

Create discount codes, manage your gift cards, and create a referral program

1 author13 articles
Emails

Enable, disable, and customize your email to users inside the account

1 author8 articles
Integrations

Set up guides for our integrations

1 author8 articles
Mobile- Admin/Staff App

Admin and Staff users please use this app

1 author11 articles
Mobile- Team App (cleaner/technician)

Directions for Cleaners (teams) with mobile app features

1 author9 articles
Multi-Location

Set custom pricing and availability based on the zip code/postal code of the customer

1 author3 articles
Quoting a Potential Customer

Add a quote form to your site or use the staff booking form to save booking as a quote and email your portential customer a link to book

1 author2 articles
Reports

View and Export your data

2 authors7 articles
Sales Tax

Enable sales tax and set a custom sales tax rate for a Customer

1 author3 articles
Scheduler

All you need to know about how to view bookings on this page

1 author3 articles
Services and Pricing

Everything you need to get your pricing created inside the system and displaying on your form

1 author16 articles
Stripe

For our international clients

1 author3 articles
Tags

A way to manage important details about your Customers and Teams

1 author1 article
Teams (cleaners/techs working in the field)

Get your cleaners into the system and learn more about assigning thme to jobs

1 author11 articles
Text Messages & Twilio Integration

More information about Twilio and SMS notifications

1 author2 articles
Training Docs- Customer Web Portal

Our New UI/UX customer web update is here,

1 author10 articles
Training Docs- Team Web Portal

Our new Teams UI/UX web update is here. Send these to your Teams so they can become familiar with the new design and fresh look of their portal.

1 author10 articles
Updates
1 author1 article
User Roles
1 author1 article
Miscellaneous
1 author4 articles