Summary
By the end of this article, you'll know how to use our new digital cleaning checklist feature.
Important:
Checklists in ZenMaid are for internal staff use only. They cannot be shared with or accessed by clients.
You cannot assign checklists directly to customers.
Clients do not see checklists in appointment details.
Checklists cannot be shared through links, emails, or texts like booking forms.
Creating a Checklist
Navigate to the Checklists page to create a new checklist from scratch.
Enter a name for your checklist.
Add the necessary sections.
Include the items you need.
Don't forget to save your checklist.
Use a Template (Optional)
Alternatively, you can create a checklist using templates from multimillion-dollar cleaning businesses.
Choose a template that suits your needs.
Name your checklist.
Remember to save your work.
Managing Checklists
From the Checklists page, you can archive, duplicate, edit, or assign checklists to appointments.
Assigning a Checklist to Staff Appointments
Assign checklists to specific appointments for your staff
Select a one-time appointment or apply the checklist across all future recurring appointments for that client profile.
Click on Assign.
Accessing and Using Checklists
Access the checklist from your calendar view by going to an appointment.
Click on 'assign a checklist'.
From here, create a new checklist from scratch, a new checklist from a template, or assign an existing one.
Assign the checklist to this appointment or this and all future appointments.
Completing a Checklist
To fill out your checklist, click on Details from the appointment sidebar.
Check individual items or bulk-check the whole section.
Keywords:
Checklists in ZenMaid, Creating checklists, Using checklist templates, Assigning checklists to appointments, Assigning checklists to recurring services, Managing checklists, Editing checklists, Archiving checklists, Duplicating checklists, Completing checklists, Digital cleaning checklists, Calendar view checklists, Filling out checklists, Staff organization tools.