How to Integrate Twilio

Here’s a step by step for Twilio so that you can send automated text message reminders and receipts to customers: 

Here’s a good Knowledge Article for setting up automation – Job & Customer Reminder Automation Set Up

Twilio Integration: 
1. Create a Twilio account 2. Create a Twilio number by clicking on “Buy Number”

3. At creation – make sure that the number has SMS enabled capabilities 

4. Go to Twilio’s Dashboard page 5. Copy the Account SID and Auth Token (click on “Show” then copy)

6. Inside of Maidily got to Settings -> Integrations – Twilio 

7. Click on “Disconnected” 

8. Enter your Twilio phone number – please include the +1 in front of it: +16784690290 

9. Copy the Account SID and Auth Token into the corresponding fields

10. Scroll down and click “Save” 

How to Integrate MailChimp

You have to integrate your MailChimp account in order to use our Website Pop Up. After following the directions in this Knowledge article jump into How to Add a Website Pop Up and start collecting emails!

Steps to follow:

1. Create a free MailChimp account 

2. Create a MailChimp audience

3. Get your MailChimp audience 

4. Click on the Audience tab

5. Then click on Manage Audience on the right

6. Then click on Settings

7. Click into Audience name and campaign defaults

8. Copy and paste your Audience Key from MailChimp into Maidily (Settings –> Integrations)

9. Click into your Account in the top right – click into “Account”

10. Click on the “Extras” tab and Select API Keys

11. Scroll down to your API Key section – just create one if none exist – 

12. Once you create it – copy and paste that API Key into Maidily – (Settings –> Integrations) under the MailChimp section, next to the key you copied and pasted for your Audience. Click Connect

13. Click Save at the bottom of the page!

Thats it! Simple right?

How to Integrate Stripe

Our payment processing is done through Stripe! You will need to set up a Stripe account (free) in order to take credit cards/debit cards through Maidily.

Stripe’s fees are 2.5% and $0.30 per successful card transaction.

Once you have your Stripe account just follow these steps to connect it to Maidily:

1. In your Stripe account navigate to “Developers” on the left hand side
2. Click on API Keys
3. Copy your Publishable key and Secret key (please make sure that the toggle switch for “View test data” is toggled to the left)

1. Inside your Maidily account navigate to Settings -> Integrations
2. Under the Stripe section click on “Disconnected”
3. Paste the Publishable and Secret keys in their representative boxes
4. Scroll down at the bottom of the page and click “Save”

If your Secret key is not showing in full (the same length and look as your Publishable key) you will have to roll the key in order to create a new so it can appear in full.

Once done, navigate back into Settings -> General and scroll down to the “Business info” section and toggle “On” the “Require and show card information for payment” switch.

All done! You can now take credit card payments on Maidily!

You will have the option to add a credit card under a customer when you are first creating them in this section:

Booking Calculator and Checkout Form Integrations

Our powerful Online Checkout Integration consists of 3 things:

1. Booking page URL – the URL of the page where people will submit their booking, it can be the URL of a Contact Us page that you use for quoting – if you do not have one currently, you can create a page that you would like to use for checkout.

2. Booking Calculator form – this is the customer facing form at the front of your website. It gives customers immediate pricing (standardized) based on their selection of how many bedrooms and bathrooms and the frequency of the cleaning they need.

a. The pricing, frequencies, and number of bedrooms and bathrooms are determined through your Products.

b. Active Subscriptions will show up on this form and the maximum number of bedrooms and bathrooms will show up here as well.

3. Checkout form – this is the main form used to collect customer information such as name/address/credit card (if using online pay functionality)/date and time of service/extras, etc. This will be the “checkout” page for your website, after customers receive their price from the calculator form they will continue on to this page to finish booking.

The Calculator form, the Checkout form, and the Products function are powerful tools designed to fully automate your job booking process by offering standardize pricing to customers and ease of ordering services.

Every booking that comes through your newly integrated online checkout process will be fully reflected in Maidily.

How to: Booking page URL

1. Retrieve your current booking/checkout/contact us used for quoting URL

a. If you do not have one, you will need to create a URL for your website that you will use as the final page of your checkout – this is where customers will submit their bookings through the Checkout form.

2. Log into Maidily (if not logged in already)

3. Click the “Settings” (Gear) icon in the top right

4. Go to the “Web Integrations” tab

5. Copy and paste the URL into the box under the “Booking page URL” section

6. Precise instructions are included in the “Booking page URL” section

7. Done! Move on to the “Booking Calculator” form section

How to: Booking Calculator form

1. Log into Maidily (if not logged in already)

2. Click the “Settings” (Gear) icon in the top right

3. Go to the “Web Integrations” tab

4. In the “Booking Calculator Form” section you can pick your color from the selection

a. Color selection only changes the button color on the Booking Calculator

b. In the example below the color is set to a lighter blue which is reflected on the buttons

5. Copy the “Embed Code” from the “Booking Calculator” Form section

6. Paste the code anywhere between the tag on the page of your website that you want it to appear on. The tag is a standard tag across any website builder platform and is found in the CSS code

7. Precise instructions are included in the “Booking Calculator Form” section

8. Done! Move on to the “Checkout Form” section

How to: Checkout Form

1. Log into Maidily (if not logged in already)

2. Click the “Settings” (Gear) icon in the top right

3. Go to the “Web Integrations” tab

4. In the “Checkout Form” section you can pick your color from the selection

a. Color selection changes the color in 5 areas on the Checkout Form: 2 areas in the “Service and Extras” section and 3 in the “Payment Details” section

5. Copy the “Embed Code” from the “Checkout Form” section

6. Paste the code anywhere between the tag on the page of your website that you want it to appear on (usually done as the checkout, the final page a customers goes on). The tag is a standard tag across any website builder platform and is found in the CSS code

7. Precise instructions are included in the “Checkout Form” section

8. To test: Refresh your website and through the “Booking Calculator” on the front page enter the details and go through the booking process

9. DONE!

Please do not hesitate to reach out to our support at help@maidily.com for assistance – We’re here to help 🙂