For the 'Housekeeping' module. Cleaners must be created as a contact before they can be assigned to ResBook.
To add a 'Cleaner' as a contact follow the steps outlined below:
|
Step 1: Use the navigation menu across the top of the ResBook site and select [Contacts]. Then select [Create].
|
 |
|
Step 2: Select [Cleaners] as the Contact Type at the top of the page. |
 |
| Step 3: Select the company the cleaner belongs to. |  |
|
Step 4: Enter the following details. All fields marked with * are compulsory.
|
 |
|
Step 5: If you have the Mailchimp module added to your system, you must select the list options.
|
 |
|
Step 6: Create a Username and Password for the cleaner. |
 |
|
Step 7: Assign the Housekeeping module (you can also select their admin rights by selecting the arrow on the right). |
 |
|
Step 8: Assign inventory for the cleaner to see the House Keeping calendar and schedules. |
 |
|
Step 9: An image of the cleaner can also be uploaded if required, click [Choose Files] and locate the image on your computer.
|
 |
|
Step 10: Once all fields are filled in, click [Create Contact]. The details will then be saved and displayed. |
 |
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.
Get to know ResBook and how it can save you time
With a decade old digital agency backing us, our team are regularly producing video to help you take on the world! From tips and tricks with ResBook, to useful software providers all the way to industry trends we are here to share what we know.
Stay tuned here for regular video updates!
