How to Use SudsScheduler
A simple, owner-friendly guide for managing cleaning bookings, appointments, confirmations, add-ons, teams, routes, clients, and invoices — from the web dashboard or the mobile app.
Your booking link
Share your personal booking link so new clients can request an appointment online. Find it in Settings, copy it with one tap, and post it on your website, Google profile, Facebook, or Instagram. Clients pick a service and a date and send a request — no account needed.
Booking Requests
When someone books through your link, the request lands in Booking Requests. Review it and tap Approve — which creates the client and the appointment for you — or Decline. Nothing hits your calendar until you approve it, so you stay in control.
Confirmations by email
For clients set to the Email channel, SudsScheduler automatically emails a confirmation before the job. The client taps the link to confirm, tick any add-ons, or request a new time — no action needed from you. Set the timing in Settings → Auto-Send Timing: 24 or 48 hours before. If a client says it never arrived, tap Resend email on the Confirmations page.
Confirmations by text
For clients set to the Text channel, open Confirmations and tap the client. Your phone’s text app opens with the full message already written, including the confirmation link — you just press send. It goes from your own number, so any reply comes straight to you.
The confirmation page
The link opens a simple page where the client confirms the appointment and sees your optional add-ons. Anything they tick is attached to the job and flows onto the invoice automatically — you never do the math yourself.
Reviews & Google
After a job, the review link lets a client leave a private rating and comment just for you. If they are happy, they can tap Share on Google to post it to your Google profile — but only with their approval. Add your Google review link in Settings to turn this on.
Dashboard
Start here each day to see your schedule, confirmed appointments, pending confirmations, notifications, and schedule-conflict alerts. Switch the schedule between Today, the next 3 days, or the next 7 days, and see any accepted add-ons right on each job.
Calendar
View jobs by month, week, or day. Open an appointment to update the time, duration, service type, team, notes, or arrival deadline. Export to a calendar file when needed.
New Appointment
Click + New Appointment, choose the client and service, pick the date, time, and duration, assign a team, add notes, and save. It appears everywhere instantly. Tick Flexible time when the job doesn’t need an exact hour — the route optimizer can then move it to wherever it fits the driving route best, and the client sees a time window instead of an exact time.
Booking Requests
Review appointment requests that come in through your public booking link. Approve to instantly create the client and the job, or decline — you approve every request before it reaches your calendar.
Clients
Store names, phones, emails, addresses, gate codes, pets, parking, special instructions, notes, preferred language, and full service history. Set each client’s Confirmation channel — Automatic, Email, or Text — so confirmations reach them the way they prefer, assign their cleaning checklist, and mark them flexible if they have no fixed cleaning time.
Teams
Create crews, assign team colors, add members, track PTO, and assign jobs to the right cleaners.
Confirmations
See who still needs to confirm across Today, the next 3 days, or the next 7 days, grouped by day. Email clients get an automatic confirmation; for text clients, tap to open a ready-to-send message on your phone. Tap Resend on anything already sent. A job stays Pending until the client actually taps the link — sending it does not confirm it. Accepted add-ons show right on each job.
Add-ons
Create extras like oven, fridge, windows, laundry, or a deep-clean upgrade. Set up your add-on menu on the web dashboard — open sudsscheduler.com in any browser on your phone, tablet, or laptop. Active add-ons are offered automatically on the confirmation page, where clients tick the ones they want, and can also be added when you book a job.
Checklists
Build reusable task lists — Standard Clean, Deep Clean, Move-Out — and assign one to each client. Every job for that client carries the checklist, and the crew ticks off tasks on the web or in the app. Each visit gets its own fresh copy, so you keep a record of what was actually done.
Templates
Review and adjust the wording clients receive for confirmations, reminders, and post-service messages, in all four languages. Each message includes the client’s confirmation link. Keep them short, clear, and friendly.
Conflicts
Catch overlapping jobs, tight travel windows, PTO conflicts, and team/address issues before the workday starts. Use the date arrows to move day by day and check ahead.
Routes
See jobs grouped by team, tap Optimize to reorder stops by driving distance, and see the time and miles saved. If an address can’t be located, that stop is flagged so you can fix it — it is never dropped from your route.
Invoicing
Create and review invoices, track paid and unpaid work, and correct or remove mistakes. Accepted add-ons are added to the total automatically — see Creating an Invoice below.
Reports
Review completed work, appointment volume, revenue trends over recent months, add-on performance, and team activity.
Settings
Manage your business details, booking link, Google review link, auto-send timing (24 or 48 hours), language, clock format, notifications, password, and team access. The Subscription area shows your plan — Monthly $149/mo or Yearly $1,639/yr, about one month free — and Manage billing opens Stripe to update your card, get receipts, or cancel. Owners only. To cancel: Settings → Manage billing → Cancel plan. Your access continues until the end of the period you already paid for, and you can export your data at any time. Billing is web-only — the mobile app just links you here.
Best for checking the day’s schedule, viewing job details, getting directions, and working in the field. Four tabs: Today, Calendar, Clients, and More.
Today
See today’s appointments and status counts — including how many jobs are completed — with each job’s time, client, service type, duration, team, and address. The list refreshes automatically as you update jobs. Tap a job for full details; press and hold to delete it.
Job Details
Phone, address, service, duration, team (tap to assign or change), status, gate code, parking, pets, special instructions, notes, and add-ons — plus the client’s checklist, with a tick box for each task and a running count. Open directions, reschedule, or mark complete (or reopen a completed job).
Calendar & Clients
Look ahead at upcoming jobs, open details, add appointments, search clients, review contact info and notes, and import contacts from your phone.
More
Open Teams, Booking Requests, Checklists, Invoices, Routes (with Optimize), Reports, Settings, and this User Guide from one tidy menu.
“We use SudsScheduler to send appointment confirmations and reminders. You’ll get a quick message with a link — tap it to confirm your appointment, choose any add-on services, or let us know if you need to reschedule.”
If something doesn’t look right, check the client’s phone number and email, the appointment date and time, the confirmation status, whether the client confirmed, and any conflicts or team assignments. Still stuck? Contact SudsScheduler support.
SudsScheduler by Palms AI ·
sudsscheduler.com