Summary:
Below are several ways how you can create an appointment in ZenMaid.
This includes steps to create a One-Time or a recurring appointment
Steps For: Creating A New Appointment From Any Page:
You don't need to go to your calendar to create an appointment. Simply hover your cursor over Scheduling (the calendar icon on the left-hand panel) and select Create a new appointment.
Steps For: Creating A New Appointment From The Calendar:
Using the Actions button.
From your calendar, click the Actions button located in the upper right corner of the screen.
Click Create Appointment at the top of the list.
Steps For: Creating A New Appointment From A Customer Profile:
From your ZenMaid Dashboard, click on the contact icon. You can also hover over the contact icon and select All Contacts.
From the All Contacts page, select or search for a customer.
Next, from the customer profile, select the Actions button and choose Add Appointment.
Filling out the appointment details:
Once you enter the Create Appointment side window, you'll need to pick your customer using the search bar or create a new contact by clicking on the Add new button.
Next, on the upper part of the window, you can do the following actions:
-Change the status of the appointment.
-Identify if the appointment is a One-Time or a recurring one.
-Modify the date, start time, and end time.
-Select an address.
-Assign cleaners.
In the next part, you can fill out other information, such as Appointment/Customer Notes, Appointment Custom Fields, and Work Items.
At the bottom part of the window, you can set the price of the appointment, or have the appointment automatically estimate the owed amount. Additionally, you can mark the amount owed as paid.
Don't forget to click the Save button!
For more information on the Automatically Estimate Amount Owed feature, please see here:
Keywords:
create appointment, create new appointment, create an appointment, add appointment, add new appointment, add an appointment, create schedule, create new schedule, create a schedule, add schedule, add new schedule, add a schedule