Step 31 of 31

Set when clients can change or book a cleaning

How close to a cleaning clients can still move or cancel it themselves, an optional late move fee, and how far ahead they can book.

SettingsBusiness profileMore settings Open More settings

Letting clients change their own cleanings saves you texts, but a move at 7 AM for a 9 AM cleaning still leaves a hole in your day. Pick how close to a cleaning they can change it themselves, add a late move fee if you like, and pick how far ahead they can book.

1

Open More settings

In the menu, tap Settings, then Business profile, then the More settings tab.
2

Pick your change cutoffs

With Clients can change or cancel their cleanings online on, pick How close to the cleaning they can still change it, one for One-time cleanings and one for Repeat cleanings, like 1 day before. Up to the last minute is how it starts.
3

Pick how far ahead clients can book

Under How far ahead clients can book, pick the furthest day, like 2 months ahead. No limit is how it starts. Then tap Save.
4

Add a late move fee, if you want one

In Settings, then Payments, turn on Charge a late move fee under your cancellation fees, and type the fee in dollars or a percent. It counts inside your Free cancellation up to hours. Tap Save.
5

What your clients see

Inside your cutoff, their portal shows Call now, Text now and Email now for that cleaning instead of the change buttons. With a late move fee on, they see it and tick to agree before a late move, and it's added to that cleaning.
6

Offer something before a repeat client goes

Back in More settings, turn on Before a repeat client cancels, offer to keep them, and add a thank-you credit for staying if you like, like $20. Tap Save.

Good to know

Irene follows your cutoff too. Inside it she doesn't move or cancel by text or on a call: she offers to have you reach out and lets you know.
You and your team logins can always move or cancel any cleaning, any time, for free. The cutoff and the fee are only for clients changing it themselves.
The late move fee goes into the policy clients agree to when they book. A client who booked before you turned it on never pays it, and neither does a cleaning paid in full when it was booked.
The fee is added to that cleaning's invoice on its own line and paid with the cleaning, never charged on its own. It's one late move fee per cleaning: moving it again costs nothing more. If the cleaning is cancelled later, your late cancellation fee decides what it costs instead.
A client can still move a cleaning that's already further out than your furthest day (like a repeat cleaning), as long as it doesn't go later.
You can always book any day yourself, and repeat cleanings keep coming the way they always have.
Before you go shows when a client cancels the first cleaning of their repeat plan on their portal, since that stops every cleaning after it. They pick Keep my cleanings, Change day or time instead or Cancel anyway, and you hear about it either way.
The thank-you credit goes on their account and pays first on their next cleaning. Each client gets it once a year at most, and $0 means just the choices, no credit.

Set when clients can change or book a cleaning

Open More settings

Pick your change cutoffs

Pick how far ahead clients can book

Add a late move fee, if you want one

What your clients see

Offer something before a repeat client goes

Still stuck?

Starting a cleaning business?