Bring over repeat schedules

Coming from Jobber, ZenMaid, BookingKoala, Launch27, Housecall Pro, MaidCentral or a spreadsheet? Upload your file, and Busy Book makes each repeat client's plan: how often, the day, the start time, the price for one visit, the kind of cleaning and their partner. You see every plan and its next 3 visits before anything is made, and nobody gets a text or email unless you ask.

1. 1

   Export your repeat clients

   In your old software, export your recurring jobs, bookings or visits as a CSV file. In Jobber, that's the Recurring jobs or Visits report. In ZenMaid, an appointments export.

2. 2

   Open Bring over repeat schedules

   In the menu, tap Clients, then Bring your clients over, then Bring over repeat schedules.

3. 3

   Upload the file

   Pick your CSV file and tap Upload.

4. 4

   Match your columns

   Busy Book shows what it thinks each column holds, with a few examples. Change any that look off, pick Don't use for the rest, and tap See the plans.

5. 5

   Look over each plan

   Each client shows their repeat plan and next 3 visits. Anything that needs a fix is in red: no price, a partner we couldn't find, a missing day or a how often we can't read. Fix it right there and tap Save this row, or tap Skip this one.

6. 6

   Bring them over

   Leave Let my clients know and Offer these to my partners off to keep it quiet, or tick them. Then tap Bring them over.