You’ve gotten your first Booking. Now what?

Your first booking came in, congrats!.

Here's what's happened in the system since then:

If enabled, system has emailed the customer the Booking Received email and Confirm Account email.
If enabled, system has emailed Support with the New booking by Customer email

Stuck on what to do next?

Follow these easy steps and everything will go off without a hitch.

Step 1: Assign the Job

Click into any booking and scroll down to the Assign Teams Section
Click the Assign To button
The pop up will show you who is available and who is not
Select the cleaner, add wage, and save changes to the booking
If enabled, Team Assigned email will go out automatically to your Team once team assignment is saved to booking.

Via the Scheduler Page, you can also assign jobs

Step 2: CONFIRM THE JOB

If your work flow includes sending a confirmation to the customer for the booking, this email is always manually sent from within the booking.

Click into any booking
Click on Save and Send Message on the right hand menu
In the pop up, you hav the option to edit the messaging before sending

Step 3: SEND THE SCHEDULE

If enabled, the system will automatically send your cleaner their schedule the day before the job per the trigger time you set.

Go to Settings > Misc. > Automated Tasks to enable and edit your trigger time

To send the schedule manually, simply click Send Schedule on the Active Bookings page

Step 4: Place a hold (pre authorize)

It's important to secure funds for the booking before the date of the cleaning, so if there is any issue with the card, you have time to get a good card on file before the cleaner arrives to the property.

Placing a hold or pre-authorizing a card lets you know that the card has funds available to cover the payment. This is done on the Charge Customers page.

We recommend placing holds 24-48 hours before the booking date.

If the card declines, your customer will get an email as well as your Support notifying of the decline

To Place a hold manually, click the credit card icon to go to your Charges page.

Find the booking date using the right hand date picker
Click the red Put on Hold button
Confirm the hold via the pop up

Bookings on hold will display like this

Please note: If you are in the Plus plan or have the Auto Billing feature on your account, you can set triggers for the system to place holds and charge automatically each day, read more here.

Step 5: CHARGE THE CREDIT CARD

This can be done anytime after the job is done. Waiting until the job is complete allows you to make any adjustment to price if needed, before charging your customer.

If for some reason the job is not completed, you will be able to release the hold back to your customer via your charges page.

Once bookings are successfully charged, system will automatically email your customer the Invoice Charged email (if enabled) as a paid receipt.

To charge a booking on hold, click the Charge button and confirm the charge amount in the pop up.
To charge a booking not on hold, click the Charge button and confirm the charge amount in the pop up.

Bookings successfully charged will display like below and be considered "paid" inside the system

Step 6: KEEP TRACK OF TEAM PAYMENTS

After the job is marked as completed (occurs automatically each day), the team wage will be automatically calculated for that booking.

This gives enough time for any changes that are made to the booking to be saved so the system accurately calculates the team wage per job.

If the job is a recurring job, after the current job is marked as complete, the next job will be automatically created by the system at the correct interval.

Click the credit card icon to find your Pay Teams Page.