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Cleaner How To's
Detailed step-by-step directions for cleaners.
How to Set Up Payout Instructions
When you set up Payout Instructions on ClearlyBooked, your clients can pay your invoices online, and the payment will be deposited directly into your bank account. No more waiting for checks to arrive, or waiting in line at the bank to make a deposit. Click on the gear icon Click "Payout Method" Enter your information (ClearlyBooked doesn't store this information. We pass it directly to PayPal.) Enter your bank routing and account numbers. Click the box to accept the payment ser
How to Provide Feedback to a Host Regarding Their Rental
Sometimes a guest will leave a note for the Host. To send a copy of the feedback to the Host: Click on "Schedule" Click on the job you're working on Click on "Start Job" Click on "Guest" Click on "Guest feedback" in the orange drop down list Click on "Click to add photo" to take a picture of the note The Feedback will be communicated to the Host when the job is completed.
How Do I Sign Up for ClearlyBooked As a Cleaner
These simple steps get you up and going. (If you are setting up an account as a Host, please click here) Click on the "Sign Up Free" button on the main menu of the home page Enter the requested information and be sure to choose "Cleaner" in the drop-down and click "Continue".
How to Accept a Cleaning Request
When your customer requests a new cleaning you will receive an email with the details. You will also see the request when you log into your account. To Accept from Your Email 1. Click the Accept button in the email. 2. If prompted, enter your login information and click the Login In button. 3. Follow the steps below in the To Accept Online section. To Accept Online 1. Click the Schedule link in the menu. 2. All your pending requests will be listed at the top of the page in the Unconfirmed
How to Assign Work to Another Cleaner
ClearlyBooked is a great scheduling tool for managing the schedules of your employees. Once you have your account set up, you can start assigning jobs to other cleaners. Click on the "Schedule" tab Click on the job that you'd like to assign. Click on the name that the job is Assigned To. Either select a name from the drop down, or Add New Employee. If you "Add New Employee", update the name and email address of the employee and click "Create" We'll send them an email asking
How to Reject a Cleaning Request
When your customer requests a new cleaning you will receive an email with the details. You will also see the request when you log into your account. To Reject from Your Email 1. Click the Decline the cleaning link in the email. 2. If prompted, enter your login information and click the Login In button. 3. Follow the steps below in the To Reject Online section. To Reject Online 1. Click the Schedule link in the menu. 2. All your pending requests will be listed at the top of the page. 3. C
How to Let a Host Know They Need to Order Supplies
Click on "Schedule" Click on the job you're working on Click on "Start Job" Click on "Supplies List details about what supplies need to be ordered, (either separated by commas, or press return) The list will be communicated to the Host when the job is completed.
View Jobs and Tasks on Your Phone or PC's Calendar
You can view your jobs, tasks and job requests on the calendar you already use everyday. Connecting it is simple. Click on the Schedule link in the menu. Click the Connect to calendar link. Follow the directions for your device on the pop-up.
How to Communicate Damage to a Host
Click on "Schedule" Click on the job you're working on Click on "Start Job" Click on "Guest" List details about the damage and click on the orange "Damage" button Click the three dots next to the detail to add a picture Damage report will be emailed to Host when job is completed.
How to Complete a Job
Start the job (click here to find out how). Review the Tasks before you get started by clicking on the "Tasks" icon. Check off Tasks as they're completed. Update "Damage", "Missing from Rental", "Guest Feedback", and anything that was "Left by Guest". Review and/or update the Charges for your work. Update any Supplies the Host needs to order(/en-us/article/how-do-i-let-a-ho
Create Tasks for a Job
When you schedule a job with your customer via ClearlyBooked you can create a list of tasks for the job. You can setup defaults tasks or modify the tasks directly on a job. They're visible to both you and the Host, so everyone's on the same page. Default Tasks Set up Default Tasks for repetitive items since they're automatically added to each job. For example: Clean condo Sweep garage Clean deck Turn down heat A single set of Default Tasks can be applied to all rental properties.
How to Bill for a Job That Wasn't Auto Scheduled
There are times where you may need to bill a customer for work that wasn't auto requested by the ClearlyBooked system. To add this this type of job and bill for it follow these steps: To add the job to your schedule: 1. Go to the "Schedule" section Click the Orange plus button on top right of the page. Type your customer's name in the Customer Search box. Select the property in the drop down box. Enter the date of the job. Enter the amount that you are owed as a **job tot
Connect with Your Financial Institution
Our goal is to automate as much of the management of your business as possible. Not only can you connect with your customers, but you can also connect with your banks and financial institutions. Once you're connected, we pull the transactions from those sites into ClearlyBooked and automate tasks like categorizing your transactions to help you stay on top of your financials. Click the gear icon in the top right menu. Click Connections. Click the orange add button on the top right of
Invite Customers to Join
Adding your customers to ClearlyBooked is easy. We provide two methods for doing so. Customer Invite Form Use the customer invite form to invite one or more customers to join. Using the email(s) you provide, we send your customer(s) an email letting them know you'd like them to join and add their cleaning schedule. Click the Customers link in the menu. Click the orange "+" button to add a customer. Enter the emails for the customers you'd like to invite. Click the Send button.