Setting Up Your Account

This tutorial walks you through initial account setup and configuration for a new cleaning company on CleanDayCRM.

1. Create Your Account

1. Go to cleandaycrm.com and click Sign Up.
2. Fill in:
   • Business Name: Your company name as you want customers to see it.
   • Your Name: The owner's full name.
   • Email: The email you will use to log in.
   • Password: A strong password (8+ characters recommended).
3. Click Create Account.

You are now logged in as the Owner of your new company workspace.

2. Set Up Company Profile

Navigate to Settings from the sidebar.

Basic Info

• Verify your Company Name.
• Add your Company Email and Phone Number.
• Add your Business Address.

Branding

• Upload your Company Logo (displayed on invoices, estimates, and the booking page).
• Set your Primary Color (used throughout the customer-facing interface).

Locale

• Set your Timezone (all job times are displayed in this timezone).
• Set your Currency (default: USD).

3. Configure Business Type

Still in Settings, set your Business Type:

• Residential -- homes, apartments, condos
• Commercial -- offices, retail spaces
• Both -- if you offer both

This affects how certain features and reports are categorized.

4. Set Up Pricing

Base Rate

Set your Hourly Rate (e.g., $50/hr). This is your starting point for pricing jobs.

Service Multipliers

Configure multipliers for different service types:

Pricing Rules (Optional)

For more granular pricing, go to Settings > Pricing and create rules:

• By Bedroom Count: Set fixed prices for studio, 1-bed, 2-bed, etc.
• By Bathroom Count: Set prices for 1 bath, 1.5 bath, 2 bath, etc.
• Add-Ons: Extra services like pet hair removal, inside fridge, inside oven, etc.

5. Set Up Payment Integrations

Stripe (Recommended)

Stripe enables credit card payments through payment links and auto-charging.

1. Create a Stripe account at stripe.com (free to create; fees are per transaction).
2. In your Stripe Dashboard, go to Developers > API Keys.
3. Copy your Secret Key and Publishable Key.
4. In CleanDayCRM, go to Settings and paste both keys.
5. Set up a Webhook:
   • In Stripe: Developers > Webhooks > Add Endpoint
   • URL: https://cleandaycrm.com/api/payments/webhook
   • Events: select payment_intent.succeeded and checkout.session.completed
   • Copy the Webhook Signing Secret and paste it in CleanDayCRM Settings.

Alternative Payment Methods

Add your payment details so customers know how to pay:

• Zelle Email
• Venmo Username (include the @ symbol)
• CashApp Username (include the $ symbol)

6. Set Up SMS (Optional)

Twilio enables automated text messages (confirmations, reminders, "on my way" notifications).

1. Create a Twilio account at twilio.com.
2. Get a phone number (Twilio will guide you through this).
3. In your Twilio Console, find your Account SID and Auth Token.
4. In CleanDayCRM Settings, enter:
   • Twilio Account SID
   • Twilio Auth Token
   • Twilio Phone Number (with country code, e.g., +15551234567)

Twilio is optional. Without it, SMS features are disabled but everything else works.

7. Configure Reminders

In Settings, under Reminders:

• Customer Reminders: Enable and set how many hours before the appointment to send (default: 24 hours).
• Cleaner Reminders: Enable and set the timing (default: 24 hours).
• Morning-Of Reminder: Enable to send cleaners a reminder on the morning of their jobs (default: 8:00 AM).

8. Configure Online Booking

Under Online Booking:

• Enable Online Booking -- turn on your public booking page.
• Minimum Lead Time -- how many hours in advance customers must book (default: 2 hours).
• Max Days Ahead -- how far out they can book (default: 60 days).
• Require Approval -- toggle on if you want to review every booking before confirming.

Your public booking page is at: cleandaycrm.com/your-company-slug

9. Add Review Links

Add your review page URLs so the system can send review requests after cleanings:

• Google Review URL -- your Google Business review link
• Yelp Review URL -- your Yelp Business review link

10. Verify Everything

Run through this checklist:

• Company name and contact info are correct
• Logo is uploaded
• Pricing is configured
• Stripe keys are entered (if using card payments)
• Twilio credentials are entered (if using SMS)
• Reminder settings are configured
• Online booking is configured
• Review links are added

You are ready to start adding clients and scheduling jobs.

Next Steps

• Managing Clients -- add your first clients
• Scheduling Jobs -- book your first cleaning
• Team Management -- invite your staff