thewashcrmStart trial

Getting started

You’ve signed up. Here’s the path from blank account to taking your first booking, in five steps and about 30 minutes.

1. Connect Stripe

TheWashCRM uses Stripe Connect to take payments. Customer money goes directly to your Stripe account — we never hold your funds.

  1. From your operator dashboard, go to Settings → Account → Payments.
  2. Click Connect with Stripe. You’ll be sent to Stripe to either create a new account or link an existing one.
  3. Complete the verification steps Stripe asks for (business info, bank account for payouts, identity verification). Most washes can finish this in 10–15 minutes.
  4. When Stripe redirects you back, your payment status will flip to Active. You’re ready to take bookings.

Heads up: until Stripe approves your account (usually instant for sole proprietors, 1–2 days for LLCs), your booking page will show a “coming soon” banner instead of accepting payments.

2. Add your services

Services are the wash packages customers choose from when booking. Pricing, duration, and a short description for each.

Go to Services in the sidebar → click New service. At minimum, give each service a name, price, and estimated duration. You can always edit later.

Tip: start with 3–5 services. Too many choices on the booking page hurts conversion. You can add more once you see what customers actually pick.

3. Set your service area

If you’re a mobile wash, customers entering an address outside your service area will see a polite “not available here” message instead of a confusing failure later.

Go to Settings → Operations → Service area and enter the zip codes you serve. Comma-separated, no spaces:

78701, 78702, 78703, 78704

If you have a fixed location, you can skip this step.

4. Customize your booking page

Your booking page lives at your-business.thewashcrm.com. Operators who want a custom domain (e.g. booking.your-business.com) can set that up too — see the FAQ.

Go to Settings → Branding → Website to:

  • Upload your logo
  • Set your brand color
  • Write the tagline that appears at the top of your booking page

Preview your booking page anytime by clicking View public site in the dashboard header.

5. Take a test booking

Before sending the link to a real customer, book yourself once. Visit your booking page in incognito, walk through the flow, pay with Stripe’s test card 4242 4242 4242 4242 (any future expiration, any CVC).

Confirm the booking lands in Bookings, you receive an email confirmation, and the test charge appears in your Stripe dashboard.

You’re live

Share your booking page URL with customers. The most common channels: Google Business Profile, Instagram bio, Facebook posts, and your existing website if you have one.

Questions? Email support@thewashcrm.com — we read everything and reply within a business day.