Platform Video Guide
Welcome to the Cleanwich video guide. Here you will find step-by-step tutorials showing how to set up your account, manage your booking system, handle customer interactions, and get the most out of our platform. Each section includes a short video and a brief description of the process.
Overview
GENERAL: Company Profile Overview
Public company profile in the directory with a general quick overview.
Essential Settings
SETTINGS: 1st Step - Company Profile & Fixed Prices
The first step is setting up your company profile and fixed prices for the directory calculator.
SETTINGS: 2nd Step - General Settings
Here you configure cancellation and rescheduling options, set up your thank-you page, and add your policies.
SETTINGS: 3rd Step – Payment Settings
Configure payment methods, deposits, and cancellation fees.
SETTINGS: 4th Step – Availability
Set up available days of the week and time slots for each day.
SETTINGS: 5th Step – Email Notification
Set up your email address, configure SMTP for sending emails, and customize your email templates.
SETTINGS: 6th Step – Services
Create your services and configure their full functionality and visibility.
SETTINGS: 6th Step – Services
Create your services and configure their full functionality and visibility.
Settings
SETTINGS: Promo Codes
Set up promo codes (discount vouchers) for your services.
SETTINGS: Coverage
Configure the service location settings and areas you cover.
SETTINGS: Price Adjustment
Set up price conditions based on time, date, or day of the week.
SETTINGS: Recurring Settings & Frequency Discounts
Set up recurring services and define discount conditions based on service frequency.
SETTINGS: Referral Program
Activate and configure the referral program for your clients.
Booking System
BOOKING SYSTEM: Staff Management
Create and manage your staff members.
BOOKING SYSTEM: Client Booking Process
View how the booking process works from the booking form.
BOOKING SYSTEM: Client Access & Booking Control
Guide on how clients can access their accounts and manage their bookings.
SETTINGS: Booking Form Settings
Configure the appearance of your booking form and add additional elements.
BOOKING SYSTEM: Provider Booking Management
Guide on how to manage bookings, confirm, modify, add staff, and more.
BOOKING SYSTEM: Staff Job Management
Guide on how staff can access their accounts and manage their assigned jobs.
BOOKING SYSTEM: Client Feedback
Guide on how your clients can leave real reviews after the service is completed.
BOOKING SYSTEM: Staff Payroll
Guide on managing staff payroll, setting wages, and handling payments.
Job Board
JOB BOARD: Vacancies
Create job vacancies to hire staff, receive applications, and review candidates.
Leads Generation
LEADS GENERATION: Local Jobs Request
Find job requests in your area and provide personalized quotes.
Billing & Subscription
BILLING: Add Funds to Your Balance
Instructions on how to check transactions (including booking fees) and top up your balance.