General
How to Set Up My Schedule
To set up your schedule, log in to your backend. On the left bar, click “Scheduling”. General Settings Tab - is where you can set your availability, minimum booking notice, maximum advance booking and max recurring booking window. To edit your start ...
How to Edit Services Tab on My Website
To edit the Services tab, log in to your backend. On the left bar, click "Website" > "Pages" > "Services." There are 2 sections on the Services. 1. GENERAL Page Settings You can enable and disable the Services page here. SEO Content You can edit the ...
How to Setup Credit Card Payment Processing
To setup credit card payment, log in to your backend. On the left bar, go to “Administration”, then select "Payments". From the Options, choose Card Payments. In order to set up credit card processing, we will need to validate some information about ...
How to Charge a Customer
To charge your customer, log in to your backend. On the left bar, click “Bookings”. Select the booking that you need to charge. Note: Before charging the customer, you will need to "Authorize" the charge first. This feature allows you to check if ...
Hot to Edit Email Preferences
To edit email preferences, log in to your backend. On the left bar, click “Administration” > "Settings". Click on Emailing. By default, our system sends out three email notifications to customers. New Booking Email - will be sent out once customer ...
How to Refund a Customer
To issue a refund to your customer, log in to your backend. On the left bar, click “Bookings”. Select the booking that you need to issue a refund to. On the Summary section, click on Refund button. A Refund Payment pop-up will appear. Full Refund - ...
How to Add/Change a Customer’s Credit Card
To add/change a customer's credit card, log in to your backend. On the left bar, click “Customers”. From the Customers list, select the name of the customer that you wish to add/change credit card details. From the Customer Bookings list, select and ...
How to Change Abandoned Cart Emails and Settings
To change abandoned cart emails and settings, log in to your backend. On the left bar, click "Abandoned Cart" > "Settings." You can find Abandoned Cart Settings on the top right of the abandoned cart tab. There are 2 sections on the Abandoned Cart ...
How to add "About me" content
To add "About Me" content, log in to your backend. On the left bar, click "Website" > "Pages" > "About." There are 3 sections on the About page. 1. SEO You can edit the Page Title, Meta Description, and Keywords in the SEO section. Some Useful Info: ...
How to Edit Home Page Content
To edit the home page content, log in to your backend. On the left bar, click "Website" > "Pages" > "Home." There are 7 sections on Home Page. 1. SEO You can edit the Page Title, Meta Description, and Keywords in the SEO section. Some Useful Info: ...
How to Change CSS
First, Find the current CSS for the site. Go to the home page. Right-click > "View page source." Search for "getcustomcss." Click on that link. The link will open in a new window. You can see the site's current CSS (Cascading Style Sheet). ...
How to Edit Terms of Service and Privacy Policy
To edit your Terms of Service and Privacy Policy, log in to your backend. On the left bar, click “Website” > “Pages”. Click on Policies. Click on Term of Services tab if you wish to edit your Terms of Services; Privacy Policy tab to edit your Privacy ...
How to Add/Remove Payment Options (Cash, Check)
To add/remove payment options, log in to your backend. On the left bar, click “Administration” > “Payments” From the Options, select Manual Payments. Click on Enable manual payment method, select whether to activate Cash, Check or both. A pop-up ...
How to Add a Customer/Booking
To add a customer or booking, log in to your backend. On the left bar, click “Customers” On the Customer list page, click on "Add New Customer" button. Fill in the customer's information (First Name, Last Name, Phone Number, Email Address, Service ...
How to Change my Customer’s Schedule (Visit Time and/or Frequency)
To change your customer's schedule, log in to your backend. There are three places on where to edit this information: Bookings tab Recurring Items tab Customers tab Changing Customer's Schedule from the Bookings tab Click on the schedule that you ...
To Add/Edit Images
To add or edit images, log in to your backend. On the left bar, click "Website"> "Media." Select the "Upload" > "Select Files" to upload your images from your device. You'll see it highlighted in green when you've finished uploading your photo. ...
How to Change Pricing
To change pricing, log in to your backend. On the left bar, click "Services" > "Configure Services." You can change the "Base Price" or "Service Options" price(s) here. Click the "Edit" button in "Actions" to change the price for your service. Always ...
How to add/edit Extras
To add/edit "Extras," log in to your backend. On the left bar, click "Services" > "Extras." You can "Add New Services" or Edit/Delete existing Extra Service(s). To "Add New Services" 1. Click "Add New Service" 2. Fill in the details. Service Name ...
How to Change the Phone Number/Email Address on my Website
To change the phone number/email address on your website, log in to your backend. Note: You can also add/edit other company information. (See how HERE.) On the left bar, click “Administration” > “Account” Change your phone number on the Company ...
How to Change the Password for a User
To change the password for a user, log in to your backend. On the left bar, click “Administration” > “User” In the User page, select the user you wished to change the password, click Actions, then select Edit. A pop-up box will appear: Type in the ...
How to Add Taxes
To add your tax percentage, log in to your backend. On the left bar, click “Administration” > “Settings” Go to the "Tax" tab. 1. Click on Enable Tax. 2. Enter your tax percentage. 3. Click Save All. If you have issues or are unsure on how to add your ...
How to Add/Edit Company Details
To add/edit your company details, log in to your backend. On the left bar, click “Administration” > “Account” This is the section where you can add/edit your company details: A Add/edit your company name, phone, email, business type (Individual, ...
How to Add Social Links
To add social links, log in to your backend. On the left bar, click "Administration" > "Account." You will see "Company Information." Scroll down until you can see "Social Links." Fill in all your Social Links. Then, click "Submit" to save your ...
Transferring Embedded Form from MaidToFit to BizValet
The old maidtofit URLs will stop working on Friday 3/18/2022 Hello everyone! In the transition from MaitToFit to BizValet, one of the final pieces is making sure that the code is updated if you are using the embedded form. The old code will stop ...
Abandoned Cart Settings
The abandoned cart feature is one of the most unique and one-of-a-kind features - and incredible helpful to any small business at increasing conversion rates! Summary: When potential clients land on your website, and attempt to book your service, ...
How to Lead Capture Clients Who Didn't Book
Here is our awesome CEO, Doug explaining how this feature works! Now you can go get those leads that were on your website!
How to Track Your Payouts
See who you've charged, how much you're getting, when you're getting it, and more! Our payout report comes directly from STRIPE so you can see exactly where your money is. The way STRIPE transfers money is every few days, they take every charge you ...
How to Assign Jobs to Teams
In order to assign bookings, 2 things need to be in place: Your main calendar must be connected (see how HERE) Your cleaners must be added as users in the system (see how HERE) (They to not need to have access, you can remove all permissions) Once ...
How to Add Users/ Set Permissions
Adding Users has 2 key benefits: Allow users to log into your backend while setting specific permissions on what they can see/edit. Allow you to assign jobs to your teams and cleaners and push to their calendars (see how HERE) Start by logging into ...
All-in-one: How to Integrate with Google Calendar and Assign Jobs
The Google Calendar integration does 2 things: Allows you to automatically get bookings pushed to your calendar Allows you to assign bookings and push them to your employees' calendars How to connect your calendar To enable this, go to your admin ...
Setting up your custom domain
If you own a custom domain, you can configure it to be your main website address. To point your custom domain to your BizValet hosted website, you will need to make following changes to your DNS settings (3 changes in total): NOTE: These ...