For the 'Housekeeping' module. Cleaners must be created as a contact before they can be assigned.
To add a 'Cleaner' as a contact follow the steps outlined below:
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Step 1: Use the navigation menu and select [Contacts]. Then select [Create].
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Step 2: Select [Cleaners] as the Contact Type at the top of the page. |
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| Step 3: Select the company the cleaner belongs to. |  |
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Step 4: Enter the following details. All fields marked with * are compulsory.
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Step 5: If you have the Mailchimp module added to your system, you must select the list options.
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Step 6: Create a Username and Password for the cleaner. |
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Step 7: Assign the Housekeeping module (you can also select their admin rights by selecting the arrow on the right). |
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Step 8: Assign inventory for the cleaner to see the House Keeping calendar and schedules. |
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Step 9: An image of the cleaner can also be uploaded if required, click [Choose Files] and locate the image on your computer.
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Step 10: Once all fields are filled in, click [Create Contact]. The details will then be saved and displayed. |
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Please note:
- The Cleaners login should be used together with the Housekeeping module.
- If you are not subscribed to the Housekeeping module, you will need to add the Calendar, Bookings, and Settings module to the Cleaners contact in Step 7 above, which will allow the Cleaners to view all booking information.
