Help
Owners and clients
Owner reports, client portal and sharing.
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- Send a report to the ownerExport the summary of an owner's jobs (cleanings, quality, issues, guest reviews), put it in their client portal and choose what they can look at themselves.≈ 5 minsVideo · 2 min 25 sec
- The statement and prices in the client portalWhat your client sees in their portal – the price of each cleaning, the statement of their cleanings with photos and checklist – and how to set what they see.≈ 4 mins
- Open a portal for your clientGive a client their own access, choose section by section what they can see, then track, suspend or delete this access.≈ 4 mins
- Activate your client portalOpen the invitation from your service provider, choose your password, sign in and recover a forgotten password.≈ 4 minsVideo · 1 min 24 sec
- Follow the day of your propertiesOn the dashboard of your client portal, see the jobs of the day, their status, the end-of-cleaning photos, your latest report and your documents.≈ 4 minsVideo · 1 min 24 sec
- View the calendar and the sheets of your propertiesIn your client portal, see the stays and the jobs of your properties over a week or a month, find a property, read its sheet and complete it.≈ 4 minsVideo · 59 sec
- View your reports and invoicesIn your client portal, find each report, its amount, its payment status, its credit notes and its PDF, your shared documents and the signature of the direct debit mandate.≈ 4 minsVideo · 1 min 05 sec
- View the statement of your cleaningsIn your client portal, find each cleaning done with its price, its photos and its checklist, filter by period or by property and export the statement.≈ 4 minsVideo · 1 min 04 sec
- Set up your client accountIn the “My account” menu of your client portal, change your email address, your password and your language, add your logo or request the deletion of the account.≈ 4 minsVideo · 54 sec
- Invitez votre équipe dans votre espaceDonnez l'accès à votre espace client à vos collègues, choisissez ce que chacun voit, renvoyez ou annulez une invitation, retirez un accès.≈ 2 minsVideo · 1 min 08 sec