Busy Book Help Center

How can we help?

Short guides and videos that walk you through every step, in plain words.

Getting started

Set up Busy Book in the same order as your Get started checklist, with a short video for each step.

  1. 1 Add your business details Your business name, phone, email, address and time zone. Clients and partners see these on your booking page, invoices and every message.
  2. 2 Add your prices Set what you charge, so your booking page and Sarah quote one flat price for every home.
  3. 3 Add a cleaner (you count too) Clients can only book times when a cleaning partner is free. Add yourself or a partner, set their hours and invite them to the partner app.
  4. 4 Connect how you get paid Connect Square or Stripe so clients save a card when they book, then set your card and cancellation rules.
  5. 5 Let Sarah answer your texts Turn Sarah on, choose what she handles and when, and test her before your clients do.
  6. 6 Pick your cleaners' job checklist Choose the steps your partners follow on every job: walk-throughs, photos, client sign-off and day-of check-ins.
  7. 7 Get your first booking Preview your booking page the way clients see it, then share the link or add it to your website.
  8. 8 Your first booking, start to finish What happens from the moment a client books to the moment you get paid, and where to see each part.

Day to day

Your Home page, your calendar, adding, moving and cancelling bookings, and today's jobs.

  1. 1 Find your way around Home Today's cleanings, what needs you, your numbers and what Sarah did, all on one page.
  2. 2 Use your calendar See every cleaning by month, week or day, and tap one to open it.
  3. 3 Add a booking yourself Book a client who called or texted you, with your flat price worked out for you. Repeat cleanings too.
  4. 4 Find any booking Every booking in one list, sorted into upcoming, awaiting payment, past and cancelled.
  5. 5 Move, change or cancel a booking Move a cleaning to a new day, change its details, cancel it, or mark it done.
  6. 6 Follow today's jobs See where every partner is today, from the taps on their job screen, and spot the job that needs you.

Sarah AI

Connect your Quo number, read her conversations, teach her about your business, and let her answer your phone and website chat.

  1. 1 Connect Quo so Sarah can text Sarah texts your leads, clients and partners from your own Quo number, and their replies come back to her.
  2. 2 Read Sarah's conversations and jump in Every text Sarah sends and gets, and how to answer someone yourself.
  3. 3 Teach Sarah about your business Tell Sarah the little things only you know, in your own words, and test how she answers.
  4. 4 Let Sarah answer your phone Sarah answers calls, gives prices, books cleanings and saves every caller as a lead.
  5. 5 Add Sarah's chat to your website A chat bubble on your own website, where Sarah answers questions and books visitors.

Card payments and invoices

Check card charges, fix a declined card, send an invoice and mark one paid.

  1. 1 Check your card payments Every card charge in one place, and what to do when a card is declined.
  2. 2 Send an invoice and mark it paid Send your client the link to pay, or mark an invoice paid when they pay with cash or a bank transfer.

Money

See what you kept, let clients tip their partner, and sell gift cards.

  1. 1 See what you kept each month Your cleanings, minus partner pay, card fees and your own expenses, so you know what was really yours.
  2. 2 Let clients tip their partner Clients can add a tip after the cleaning, charged to the card they saved, and it goes to your partner.
  3. 3 Sell gift cards People buy a cleaning for someone they love, and the money goes straight to your Square or Stripe.
  4. 4 Offer cleaning memberships A set number of cleanings a month for one monthly price, charged automatically. Steady money every month.

Your clients

Bring your clients over, get more reviews and referrals, and keep them coming back.

  1. 1 Bring your clients over Move your client list from Jobber, BookingKoala, ZenMaid or a spreadsheet in a few minutes.
  2. 2 Give $25, get $25 client referrals Every client gets their own code to share. Their friend saves on the first cleaning, and they save on their next one.
  3. 3 Ask for Google reviews Busy Book asks each client once, the day after their cleaning, with your own review link.
  4. 4 Offer extras before the cleaning About 3 days before, clients get a link to add extras like inside the fridge, at your prices.
  5. 5 Sync an Airbnb host's calendar Every guest checkout becomes a turnover cleaning on its own, from Airbnb, VRBO or Booking.com.
  6. 6 Clients to check in with Repeat clients who've gone quiet, so you can reach out before they slip away.

Your partners

Bonuses, the partner app in Spanish, and phone chats with people who apply.

  1. 1 Give your partners a bonus Thank partners for 5-star reviews automatically, or give a bonus by hand on any job. Always your choice.
  2. 2 The partner app in Spanish Partners can use the Busy Book app and get their job offers in Spanish with one tap.
  3. 3 Phone chats with people who apply Applicants pick a phone chat time, and Sarah can book or move it by text.

Marketing

Your Leads board, follow-ups, email campaigns, your results and where your leads come from.

  1. 1 Work your Leads board Everyone who asked about a cleaning, from the first hello to a happy client.
  2. 2 Turn on follow-ups Friendly check-in texts from Sarah when a lead goes quiet, and emails that bring clients back.
  3. 3 Send an email campaign One email to a group of your clients or leads, now or on a day you pick.
  4. 4 See what your marketing brings in Where your leads come from, which ones book, and what each booking cost you.
  5. 5 Bring in leads from Facebook ads Connect your Facebook and Instagram lead ads once, and every lead lands on your Leads board.

Website and connections

Make your website, send new bookings to another app, and connect Thumbtack.

  1. 1 Make your website A real website for your business, with your prices, booking form and Sarah's chat built in.
  2. 2 Send new bookings to another app Send each new booking to a Google Sheet or another tool you use, through Zapier or Make.
  3. 3 Connect Thumbtack Connect once and every Thumbtack lead lands on your Leads board on its own.

Reports

How your business is doing over time, plus Sarah's texts and calls.

  1. 1 Read your reports Your money, bookings, partners, clients and extras over time, plus Sarah's texts and calls.

Your plan and Sarah

Sarah's monthly conversations, pausing your plan, and referring another owner.

  1. 1 Sarah's monthly conversations Your plan includes a number of Sarah conversations each month. Here is how to see them and add more.
  2. 2 Pause your plan Take a break for 1 to 3 months and pick up right where you left off.
  3. 3 Refer another owner Share your link with another cleaning business owner and get a free month when they start their plan.

Getting help

Ask us a question, report a problem, or share an idea for Busy Book.

  1. 1 Get help or share an idea Send us a ticket when you're stuck, or post an idea and vote for the ones you want.
  2. 2 Ask your coach Ask how to run your cleaning business and get answers from Jazmine's bootcamp teaching.

Still stuck?

Tell us what you're trying to do and we'll walk you through it.

Contact us