Set up your shop for the first booking

Work through the Finish setting up card on Today: fill in your profile, prices, service area, a crew, Stripe and your email sender, then publish the booking page. A customer can then book you at /book/ followed by your booking address.

Before you start

You are signed in as the owner. The Today page shows a card called Finish setting up (0 of 7). Each row on it opens the page where that step is done and gets a check mark when it is finished. The Dismiss button hides the card. Only the owner can use it.

Steps

1. Open Settings. Under Business profile, fill in Business name, Booking address, Time zone and Phone. Your booking page lives at /book/ followed by the booking address. Select Save settings at the bottom of the page.

2. Still in Settings, under Booking rules, set Arrival window (minutes) (120 is a common choice), Minimum notice (hours) and Book up to (days ahead). Under Policies, write your Cancellation policy text. Under What customers see, write your Guarantee. Customers see both on the booking page and in their emails. Select Save settings.

3. Open Pricing. Under Base prices, enter a price and the minutes it takes for each bedroom and bathroom combination you serve, then select Save grid. Under Add-ons, add the extras you sell with a price and the minutes each one adds. Under Frequency discounts, set how much weekly, every-other-week and monthly customers save, then select Save discounts. The Preview as customer pane shows the result as a customer sees it. See Set your prices and add-ons for how the total is worked out.

4. Still on Pricing, under Zones, add a zone for each area you serve: a Zone name, a Surcharge ($) and the Zip codes (type a zip code and press Enter). Select Add zone. The Service area section of Settings only reports whether you have a zone and links back here.

5. Open Team. On the Cleaners tab select Add cleaner, enter the name, email and hourly rate, and select Add and invite; the cleaner gets a sign-in email for the crew app. On the Crews tab select Add crew, give it a Name and a Color, tick its Members (one lead) and mark one as Crew lead, then select Save crew. Back on the Cleaners tab, Hours opens each cleaner's Weekly hours.

6. In Settings, under Payments (Stripe), select Connect Stripe and finish Stripe's sign-up. The badge reads Connected when it is done. See Connect Stripe to take cards.

7. In Settings, under Email, set the Sender name and the Reply-to address your customers see on confirmations, reminders and receipts. Select Save settings.

8. Open Plan & billing. Under Booking page, select Publish booking page. The page then reads "Your booking page is live." Open /book/ plus your booking address in a private window and book a test visit with your own email. See Your plan, trial and booking page.

What happens next

The test booking appears on Schedule in the Unscheduled tray, and on Today when its day comes. You receive the same confirmation email a customer would. Drag the visit onto a crew to place it (see Place a job on a crew's day), or open the visit and select Cancel.

If something goes wrong

• There is no Publish booking page button. Publishing needs a card on your plan. Under Booking page, Plan & billing says "Add a card first; nothing is charged until your trial ends." If it says "Card setup opens soon; ask us to publish now." instead, email support@steadystatetechnologies.com and we will publish it for you.
• The booking page says "Pay after your clean. We will not ask for a card now." Stripe is not connected or its sign-up is unfinished. Check Settings, Payments (Stripe).
• A customer sees "That ZIP is outside our area." Their zip code is not in any zone. Add it under Pricing, Zones.
• A customer sees "We don't have a price for that size yet. Try a different size." Fill in that bedroom and bathroom cell under Pricing, Base prices.

Related

Set your prices and add-ons · Connect Stripe to take cards · Place a job on a crew's day · Your plan, trial and booking page