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Step 32 of 35

Save your favorite filters

Filter Bookings or Clients the way you like and save it with a name.

Bookings Open Bookings

Look at the same list often, like one partner's deep cleans or your VIP clients? Save it once and pick it from a menu. It's on every plan.

  1. 1

    Filter the list

    On Bookings, pick a partner, a kind of cleaning, dates or a search, then tap Filter. On Clients, search, pick a tag or sort.

  2. 2

    Save it

    Tap Saved views, type a name like Maria's deep cleans, and tap Save.

  3. 3

    Pick it any time

    Tap Saved views and pick a name. The list opens with those filters, showing what's there today.

  4. 4

    Change or delete one

    Save new filters with the same name to change it, or tap the x next to it to delete it.

Still stuck?

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

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