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.

2. Updating Business Information#

Inside the Business Info tab, you can update:

• Business Name
• Business Address
• Contact Information

Steps:

1. Click the Edit icon
2. Make your changes.
3. Click Save to apply updates.

✅ Keeping this information accurate ensures your invoices and communication appear professional.

3. Settings#

Navigate to the Settings tab to manage business preferences:

• Enable or disable the Voice Call Feature
• Configure delay time to call the client if they don’t respond to the first message

Click Save Settings after making any changes.

4. Managing Pricing#

Under the Pricing tab, you can set and update prices for different service types:

Base Cleaning Services:#

• Standard Cleaning
• Deep Cleaning
• Move In/Out
• Airbnb Cleaning
• Commercial Services

Add-on Services:#

• Window Cleaning
• Fridge Cleaning
• Other extras

Steps:

1. Enter your rates in the respective fields.
2. Click Save to apply changes.

💡 Tip: Transparent and accurate pricing helps attract more bookings!

5. API Configurations#

Head to the API Credentials tab to manage integrations:

Add or Update:#

• Secret Keys
• Webhook URL for platforms like Thumbtack
• Twilio credentials for SMS features

You can also:

• Copy or regenerate keys using the provided buttons

⚠️ Warning: Never share your secret keys publicly. Keep these settings accessible only to authorized users.

6. Custom Add-ons#

In the Custom Addons tab, you can create or manage extra services that customers can add to their bookings.

Steps to Add:

1. Click Add Custom Addon
2. Fill in:
   • Add-on Name
   • Description
   • Price
   • Identifier (auto-generated)
3. Save your new add-on.

You can also edit or delete existing add-ons.

🧼 Examples: Oven Cleaning, Carpet Shampooing, Eco-Friendly Products, etc.

7. Managing Your Cleaners

This section helps business owners add, view, and manage their cleaners directly from the Profile page. It allows businesses to create dedicated login access for each cleaner. Once invited, cleaners can log in to the platform and access only their own profile, where they can manage their availability and view assigned bookings securely.#

Accessing Team Management#

• From your Dashboard, open the Profile section.
• In the sidebar, click on Team Members.
• This opens a dedicated area showing cleaner linked to your business

Adding a New Team Member#

• Click the Add Cleaner or Add Team Member button.
• You’be redirected to Cleaner Management Page
• Fill in the required details:
  • Full Name
  • Email Address
  • Phone Number
• Once submitted:
  • They will be added directly to your team list

Managing Existing Team Members#

• Browse through your list of current team members.
• Click on any member to:
  • View their profile
  • See their assigned bookings and current status

Create Login for your cleaner#

• Click create user account for the cleaner button and you will be redirected to the Create Cleaner Account

• Enter Cleaner:

  • username
  • email (Auto Populated)
  • Password

• Click Create Account Button and Cleaner Login detail will be created

• The cleaner can use these login credentials to access the platform, with access strictly limited to their own Cleaner Profile.

Actions Available:#

• Edit Cleaner Login information
• Reset Password
• Remove from business/team

💡 Keeping your team list up to date ensures efficient job assignment and team communication.

7. Saving Changes#

• Always click the Save button after making any update.
• A success or error message will confirm if the update was successful.

8. Tips & Best Practices#

• Review and update your business info and pricing regularly to stay competitive.
• Utilize API and call features to automate notifications and reminders.
• Use custom add-ons to offer unique value and upsell services.