https://support.cleaningbizai.com/getting-started/Recent content in Getting Started on Knowledge BaseHugo -- gohugo.ioen-ushttps://support.cleaningbizai.com/getting-started/setup-square/Mon, 01 Jan 0001 00:00:00 +0000https://support.cleaningbizai.com/getting-started/setup-square/Setting Up Square Payment Integration Description: Connect your business to Square to accept online payments, manage invoices, and track payment history. 🔧 Steps to Configure Square 1. Navigate to API Credentials or Square Settings Go to your Dashboard Page. Click on the Payment and Square button in Profile Dropdown. 2. Enter Your Square Credentials You will need the following details from your Square Developer Dashboard: Square Application ID Square Access Token Square Location ID 3.https://support.cleaningbizai.com/getting-started/connect-thumbtack-with-cleaningbizai/Mon, 01 Jan 0001 00:00:00 +0000https://support.cleaningbizai.com/getting-started/connect-thumbtack-with-cleaningbizai/Connect Thumbtack with Cleaning Biz AI to Capture Automatic Leads Follow these steps to connect Thumbtack and capture automatic leads for your business: Navigate to your Profile Page. In the Profile Page, click on the API Integrations tab. Scroll down to find the Thumbtack Webhook URL section. Copy the URL provided in this section. Email the copied URL to the Thumbtack support team. In the email, request approval for the webhook URL and provide your Thumbtack Business ID alongside the message.https://support.cleaningbizai.com/getting-started/setting-up-account/Mon, 01 Jan 0001 00:00:00 +0000https://support.cleaningbizai.com/getting-started/setting-up-account/Getting Started: Creating Your Account & First Steps Welcome to Cleaning Biz AI! This guide will walk you through how to create your account, register your business, activate your trial, and start exploring your dashboard. 1. Creating Your Account To get started: Visit the Cleaning Biz AI website. Click on Sign Up or Register. Fill out the registration form with: Username Email Address Password Agree to the Terms and Conditions. Click the Create Account button.https://support.cleaningbizai.com/getting-started/setting-up-business-profile/Mon, 01 Jan 0001 00:00:00 +0000https://support.cleaningbizai.com/getting-started/setting-up-business-profile/Setting Up Your Business Profile Description: This section will guide business owners through managing their business profile, including updating business information, setting pricing, configuring call and API features, and creating custom add-ons. All these options are available in your dashboard under the Profile section. 1. Accessing Your Business Profile From the Dashboard, click the Profile Icon at the top right corner. You’ll be redirected to the Profile Page. In the sidebar, select Business Info to view and edit your core business details.https://support.cleaningbizai.com/getting-started/setup-email/Mon, 01 Jan 0001 00:00:00 +0000https://support.cleaningbizai.com/getting-started/setup-email/Setting Up SMTP Email Configuration Description: Setting up your email properly helps make sure your customers receive booking confirmations, updates, and password reset emails from your business email address. Steps to Set Up Email (SMTP) 1. Go to Email Settings From your Dashboard, click on Profile Icon Look for a button called SMTP Config. 2. Fill in Your Email Details You will need to enter the following: SMTP Host – This is the email service you’re using (e.https://support.cleaningbizai.com/getting-started/setup-sms-agent/Mon, 01 Jan 0001 00:00:00 +0000https://support.cleaningbizai.com/getting-started/setup-sms-agent/Setting Up the AI Agent Description: The AI Agent helps automate customer interactions via SMS or chat, answering questions, booking appointments, and more. You can personalize its name, behavior, and responses to fit your business. Steps to Configure Your AI Agent 1. Navigate to AI Agent Configuration Go to your dashboard. Click on the AI Assistant then a dropdown will open and click on Agent Config button. 2. Set the Agent’s Name Click on the agent’s name (default is “Sarah”) to edit it.