Register Service Request

First Name *

Last Name *

Phone

Email

Street Address

City

State

Country

Postal code

Request ID

Assigned Staff *

Service Status *

Is this service a one-time arrangement or recurring *

One time

Recurring

Service Date *

Start Date *

End Date *

Time Requested

Service Request *

Caregiver

House Cleaner

Nanny Services

Service Hours Needed *

Internal Note: ( Not Sent to client)

Conversation Recap Notes (these emailed to client)

Send Convesational Recap Email

Yes (send email)

No ( don't send email)

Follow Up in

I confirm that I want to receive messages from this company using any contact information I provide. You can reply STOP to unsubscribe at any time.

Register service to KM Care Service

To add a new service, just enter its name, duration, and who will handle it, all the information that you will be needing. You have the ability to send it to your customers of just save it. It will then create a note on the customer account. Once submitted, the next step is the admin can book it from different hours of the calendar, starting with 2 hrs service , 2.5, 3, 3.5 up to 9.50. Once everything is set, go to the booking page, pick the staff member, and finalize the appointment.

Add Customer Tracking tag

This step generates a unique link for each customer, leading them to a pre-filled form containing relevant details. This ensures a smoother experience by reducing manual data entry while keeping records accurate and organized.

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Assign to User

Once a customer is added, they must be assigned to a specific user. typically a designated contact person. This ensures that the customer receives timely notifications regarding their scheduled appointments, improving communication and reducing missed bookings.

Book Appointment & Select Staff Member

The final step involves booking the customer’s appointment and assigning the appropriate staff member for the required service. This ensures availability and streamlines the scheduling process, helping both the customer and the business maintain a well-organized workflow.

Let me know if you need any refinements!

Frequently Asked Questions

How do I assign a customer to a user?

You can assign a customer to a specific contact person who will receive notifications about the schedule, ensuring timely communication. Go to the Customer Contact and assign on the

Can I send email update directly to customer

Use the form above to either send the details to your client or save them for reference, which will automatically create a note under their contact name. Select a status from Pending, Assigned, Reschedule, Complete, or Cancel, and decide whether to email the details to the client. Additionally, it’s highly recommended to manually create a Unique Request ID for each service to easily track all submitted forms (e.g., Lastname-Nanny-001).

How can staff member use the email on the account?

To connect your email to your account, start by logging into app.betechky.com. Navigate to Settings > Profile, then select Google and press Connect. Choose your email account and enable 2-way sync email, then follow the on-screen prompts to complete the setup. Once done, your email will be fully linked for communication.

How the Employee Received notification

Staff members and admins can received notification through there app notification, personal email, sms that was register on the crm

How do I schedule a cleaning, nanny or schedule service?

You can use this platform to submit the form, which will automatically add it to the booking calendar. Alternatively, you have the option to access the calendar directly for scheduling. The admin must navigate to the customer’s profile, review their notes, and locate the specific entry tagged as "customer tracking" for reference

Why do I have to go to customer profile and not go directly calendar

You can use both options, but the advantage of accessing your customer contact list directly is that the form will be pre-filled with their details, including First Name, Last Name, Phone Number, and Email. This saves time and ensures accuracy when processing bookings.

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