Automatic Booking FAQs

How do I set up automatic booking?

After you have synced data, you can enable automatic booking, which means that TIDY can automatically book turnover cleanings on your behalf after your guests leave.

• Automatic Booking works after the end of a synced event. For rental guests it is the "check out" day.
• The "Start No Earlier Than" time is the earliest someone could arrive to do the job on the check out day. Most clients pick the check-out time for this.
• The "End No Later Than" time is the latest time someone could complete the job on the check in day. Most clients pick the check-in time for this.
• Automatic booking can send job requests to your pros up to 180 days in advance. You can adjust this setting in the "Job(s) Date Settings" section on the automatic booking page. Simply select your preferred time frame using the "Create job requests no earlier than" dropdown menu.

How do I schedule multiple jobs after checkout?

Use the "Add another Job" option to schedule multiple jobs after checkout. Common use cases:

• Different job types: Cleaning + trash service
• Large properties: 2-4 cleaners working simultaneously (each gets their own job for individual tracking)
• Sequential work: Deep cleaning followed by inspection

What timing requirements should I consider for same-day turnovers?

Same-day turnovers: Need 5.5+ hour window for 4-hour cleanings

Max Days After Checkout: Controls how far after checkout jobs can be scheduled (0-4 days)

• 0 days: Same-day only (most restrictive)
• 1-3 days: More flexibility for pro availability
• 4 days (recommended): Maximum chance of booking success

How does automatic booking create job requests?

Once set up, when we get synced events from something you integrated, we will automatically create a Job Request. This Job request will:

• Follow the priority you set in your "My Pros" priority list.
• Be booked to start no earlier than your "Start No Earlier Than" time on the check out date.
• Be booked to end no later than your "End No Later Than" time on the following check in date or the "Schedule Jobs No Later Than Date", whichever is earlier.

What is the "Schedule Jobs No Later Than" setting?

The "Schedule Jobs No Later Than" date is a limit on how far after a check out a job can be Automatically booked. The options are:

• The same day as the checkout
• 1 day after checkout
• 2 days after checkout
• 3 days after checkout

Generally speaking, we recommend having as much flexibility as reasonable for your situation, understanding the tradeoffs. Almost everyone wants the same day as checkout by default, however this may mean you are less likely to get the pro you want or the rate you want. Adding flexibility can help improve these!

What happens when a guest cancels a reservation?

If a guest cancels a reservation via an integration, the synced "Guest Reservation" will be canceled on our side and reflect in the app. Sometimes, a job request may have been created or accepted in between the guest reservation. At this time, we do not automatically cancel jobs that were created via automatic booking on our standard plan. You must do this via a Concierge Action. Here are the issues that some people have mentioned:

• Sometimes, they want to keep the jobs and get the cleaning anyway to keep the relationship with the pro good.
• Sometimes, they do skip canceling a job if there is a cancellation fee.
• Sometimes, they want to cancel job requests if not accepted yet, but keep jobs if scheduled.
• Sometimes, the job is still the only job scheduled between two existing guest reservations, and keeping the appointment is desirable.

How do I set up a Concierge Action for automatic cancellations?

Here is the information we need to create a good, clear Concierge Action for your needs:

• The triggering event:
  • Do you want to trigger this when a guest reservation was cancelled?
  • Do you want any delay on the action? For example, wait until within 7 days to ensure that the guest reservation is not rebooked, so you don't need to bug the pro again?
• The action to take:
  • Do you only want jobs automatically booked via the integration cancelled?
  • Do you only want jobs of a certain type cancelled (e.g. cleaning)?
  • Do you want to cancel the job regardless of timing? (e.g. do you want to cancel it even within 24 hours, or if you would incur a last minute cancellation fee from the pro?)
  • Do you want to cancel even if they are already there actively doing the job?
  • Do you want any exceptions for certain pros? Or have this universally apply?

Please ask our Concierge to set this up for you, providing as much information as possible.

What happens when I skip a cleaning?

If you're the one handling these, here's what happens when you hit "Skip" to cancel a job:

• If you skip a cleaning, a message will appear asking if you'd like to turn off Automatic Booking for that specific reservation.
• If you choose "Keep Automatic Booking On", the system will automatically schedule another cleaning when it syncs with your Property Management System (PMS) again.
• If you turn it off, we won't create a new cleaning job for that checkout, and no further cleanings will be scheduled for that reservation.

How does TIDY handle overlapping bookings?

Sometimes, you may have jobs scheduled via Automatic booking when there is no guest expected. However, then later a guest books during that timeframe. What TIDY will do is automatically update any job requests to match the new records. But if someone has already booked a confirmed job, we will not automatically cancel the job. You must do it online or in the app.

For example, you have a guest booked between the 1st and 3rd and the next guest from the 8th to the 10th. Automatic booking may find you a cleaner for the 4th. Now, if a guest were to book you from the 3rd to the 8th, you have 2 issues that may need solving.

(a) You need a cleaner out on the 3rd and the 8th.

(b) You may need to cancel the cleaner on the 4th.

With Automatic Booking enabled, TIDY will automatically solve (a) by creating job requests for the 3rd and 8th. We will NOT automatically cancel any jobs automatically, as in some cases people wish to keep the appointment.

We have plans to add more options here soon, please let your account manager know what you would like to support.