Summary:
The new Tips feature gives you greater control over how tips are collected and managed for your cleaners.
This guide walks you through entering tip amounts, requesting tips from customers, and automating the process.
Preparing for Tips Setup
Before you can utilize the Tips feature in ZenMaid, you'll need to configure your credit card processor. If you haven't done so already, follow this step-by-step guide to connect a credit card processor to ZenMaid:
Getting Started with Tips and Automated Settings
Step 1: To begin, turn on the Enable Tips Request toggle
Step 2: Configure How You Collect Tips Automatically
To customize how these requests are sent, click Edit next to either SMS or Email. Note that both methods are currently disabled and must be enabled to start sending requests.
Step 3: Collect Tips During Invoice Payment
Make sure the During invoice payment toggle is turned on.
This prompts customers to leave a tip while paying their invoice online. If a tip has already been collected, the prompt is skipped.
Step 4: Add a Tip Payment Link to Emails or Texts
To manually include a tip payment link in your communications, insert the wildcard
{{appointment.tip_payment_url}}In any SMS or email.Click the link here, Email & SMS communications settings, to edit your message templates.
Step 5: Notify Cleaners When They Receive a Tip Automatically
Under Notify your cleaners, click Edit to enable Automatic SMS or push notifications.
This lets your cleaners know when they receive a tip, as long as they’re using the app.
Step 6: Send Thank-You Messages to Customers Automatically
In the Thank your customers section, an automatic thank-you message is sent 3 hours after a tip is received.
To enable or edit these messages via SMS or email, click Edit and configure your preferences.
Manually Using the Tips Feature
Go to any scheduled or completed appointment.
Scroll to the Billing section. You’ll see a new Tips collected row.
Click on the Tips collection feature.
From here, you can:
Manually send a tip request.
Edit the amount collected (for example, if a customer paid a tip in cash).
View the Total including tip, which combines the service price and the tip amount.
If you choose to manually send a tip request, you can review and customize your message for email and SMS.
ZenMaid will automatically populate the customer's email or phone number if available.
You can manually edit the subject line and message body to match your tone.
Both messages include a link for the customer to leave a tip.
Side Note:
To send the request, you must have at least one email address or phone number on file.
If either field shows “No email addresses on file” or “No phone numbers on file,” click “Add phone number in the contact profile” to update the client’s contact information.
Additional Information:
The tip payment link included in the message is tied to that specific appointment and client. It tracks tips accordingly.
If the link is cut off in an SMS, it will not work properly. Make sure the message contains enough characters to include the full URL.
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