Every job, invoice, and property in ShineBook is connected to a client record. Building complete client profiles means less re-entry, smarter AI suggestions, and better service history for every space you clean.
Adding Clients
You can add a new client from the Clients tab at any time. Clients only require a name — everything else is optional but recommended.
Tap Clients in the tab bar, then tap + New Client in the top right.
Enter the client's first and last name. Tap the avatar area to add a photo from your library or camera.
Add phone number and email. These are used for sending invoices and reminders. ShineBook never uses this data for marketing.
Add any internal notes — gate codes, pet warnings, preferred service days, parking instructions, or anything else you want to remember.
Tap Save Client. You'll be taken to the client detail page where you can add properties.
Tip: Use the Notes field liberally. Anything you'd scribble on a sticky note about a client belongs here — it's always visible when you open their profile.
Property Profiles
Each client can have one or more properties. Property profiles store everything relevant about a specific space — the more detail you add, the more useful the AI assistant becomes for that location.
To add a property, open the client record and tap Add Property. You'll see the following fields:
Tip: You don't have to fill in every field at once. Add the address first, then fill in cleaning details on your first visit when you can assess the space in person.
Service Assignments
You can attach a list of standard services to each property — the services you regularly perform there. This is different from individual jobs on the calendar.
On the property detail screen, tap Assigned Services to see and edit the list. You can choose from your service catalog or create custom service types.
Built-in service types
- Standard Clean — regular maintenance cleaning visit
- Deep Clean — thorough top-to-bottom cleaning
- Move-In / Move-Out — full property cleaning for transitions
- Post-Construction — dust and debris removal after renovations
- Window Cleaning — interior and/or exterior windows
- Carpet Cleaning — steam or dry carpet treatment
- Organizing — decluttering and organization services
- Office Cleaning — commercial space cleaning
- Vacation Rental Turnover — between-guest cleaning and restocking
You can also add custom services with any name and default price. Custom services sync across all your client profiles.
Recurring Schedules
For clients you visit on a fixed schedule, set up a recurring service pattern on the property. This is the fastest way to populate your calendar for the whole season.
Open the property detail and tap Set Recurring Schedule.
Choose the frequency: weekly, every 2 weeks, every 3 weeks, monthly, or custom interval.
Set the preferred day of week and an optional preferred time window (e.g., mornings).
Choose a start date and end date, or set it to repeat indefinitely.
Tap Generate Jobs. ShineBook will create individual job records for every occurrence and place them on your calendar.
Tip: If a client needs to skip a week, just delete that individual job from the calendar. The rest of the recurring series stays intact.
Importing Contacts
If you already have client phone numbers saved in your iPhone Contacts, you can import them directly without re-typing anything.
On the Clients screen, tap the menu icon (three dots) in the top right.
Choose Import from Contacts. Grant contacts permission when prompted.
Search or browse your contacts and select the ones to import. Tap Import.
Imported contacts become client records. You'll still need to add property addresses and cleaning details manually. ShineBook reads contacts but never writes back to them.
Client Health Scores
Each client record displays a Health Score — a 0 to 100 rating that reflects the overall status of your business relationship with that client.
Example breakdown for a healthy, long-term client:
What factors affect the health score?
- Payment history — how quickly and consistently they pay invoices.
- Consistency — whether they cancel or reschedule jobs frequently.
- Client tenure — how long they have been a client.
- Revenue — annual spend relative to your other clients.
Clients with low health scores are flagged in the Action Items widget on your dashboard. The score updates automatically as you log jobs and payments.
Next step: Learn how to use the Job Scheduling calendar to create and manage cleaning jobs for your clients.