⚙️ Settings
Geofencing, payment hold, operating days/hours, integrations, email templates, logs + moreAutomating customer reminders (text & email) & job charging
Set up automated customer reminders and learn how to set up jobs to automatically charge
How to set up and edit your arrival time options
Learn how to set up and change your arrival time options for jobs
Manage your Maidily subscription
Learn how to manage your Maidily monthly/annual subscription
Job estimation on booking form
Learn how to set up job estimation for your booking form
Text message communication templates
Take a look at our text message templates used for customer communications
Payment preauthorization
Learn how to place a hold on payment (preauthorize)
Preview and edit email templates
Learn about our customer email notification system including customer reminders, booking confirmation emails + more
Set the maximum number of appointments (bookings) you can handle in 1 day
You can set a limit to how many jobs you can take on in 1 day
How to create a default checklist
You can create a default checklist from Settings that will automatically load for every job
Set up multiple text and/or email customer reminders
Set up multiple text and email customer reminders to be automatically sent
Importing and exporting customers
Learn how to import and/or export your customers
Use geofencing to define your service area
Set your coverage area to prevent outside bookings & preview the changes to the online booking form
Attaching a job checklist to confirmation & reminder emails
You can attach a job checklist PDF file to booking confirmation & customer reminder emails
Requiring a credit/debit card for online bookings
Requiring a credit/debit card for customers booking online will turn off all other options
Logs
Check the email and transaction logs to see which email notifications and transactions were successful
Add/delete/deactivate users
Learn how to manage users and check permissions
Hiding or showing job financials (job totals)
Learn how to hide or show customer job totals/financials from your technicians
Block calendar days
Learn how to block out days on your calendar like holidays or days/times your business is closed
Setting operating days and hours
Learn how to set your company's operating days and hours
Translate your account into a different language
Learn how to translate your Maidily account into a different language