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How to Create, Customize, and Update Appointment Statuses

Amar Ghose avatar
Written by Amar Ghose
Updated over 2 weeks ago

Summary

  • Your account comes with a default appointment status, but you can add new ones.

  • Here's how you can create and customize your appointment status in ZenMaid.

Important

  • The default appointment status can't be renamed or deleted.

  • You can change the default order of your appointment statuses simply by dragging and dropping each appointment status in the order you want.


Changing appointment statuses

  • Go to any Scheduling View.

  • Click on the appointment you want to change the status of.

  • You will see a drop-down with all the statuses you can change.


Adding/Customizing Appointment Statuses

  • Go to Settings and find Appointment statuses under Scheduling.

  • On the next page, you will see a list of all the default Appointment Statuses.

  • You can add more statuses by clicking on + New status or you can delete the ones that you don't use using the trash can icon.


Changing the settings for appointment statuses

  • Each appointment status can be customized with different behaviors


  • To select the settings of each Appointment Status, click the circled + sign to reveal the settings options:

  • Show by Default in Calendar lets you see appointments with this status on your calendar. If unticked, you will need to select this appointment status in the Filters option in the calendar to be able to see it in the calendar.

  • Put in Work Order includes appointments tagged with this status in your work orders.

  • Use to Calculate Scheduling Conflicts will warn you if a cleaner being assigned to a new appointment conflicts with an existing appointment with this status. This is particularly useful to use with the Spot Finder feature.

  • Include in Payroll will add all appointments with this status to your payroll. It is used for appointments that your cleaners will get paid for.

  • Include in Revenue Reports will account for all appointments with this status in your revenue report.

  • Triggers late clock in/out warning will send notifications to your cleaners in case they haven't clocked in/out for the appointments with this status.

  • Once you're done, click Save Changes.


Additional Notes

Below is a list of default Appointment Statuses and their intended purpose.

  • Active - Upcoming or ongoing appointments. Make sure to place Active on top to make it the default status of new appointments in calendar settings.

  • Skipped - Client-initiated. The client calls the office to skip the appointment.

  • Stand-by - The appointment is pending confirmation with the maid service and the customer. The Stand-by status can be used in a few ways, and you can always change its name to something that suits you better, like "Pending" or "Waiting for response".

  • Canceled - Indicates when a customer has canceled their appointment or when an event has prevented the appointment from being serviced.

  • Completed - Indicates that the appointment has been successfully finished and all scheduled services have been provided.


Examples of the Stand-By status:

1. Appointments are added after an estimate has been sent to a customer.

2. Purchases of cleaning as a gift where the buyer is waiting to confirm date/time.

3. Holding a spot when a customer uses the calendar widget on the booking form.


Here is a list of Appointment Statuses maid services use:

  • Bump: Maid-service-initiated. The maid service cancels the appointment because no cleaner is available. Tagging an appointment as Bump helps avoid canceling the same client multiple times in a row.

  • Late Checkout: Common for Airbnb clients. The customer checks out late, so the cleaner arrives later than usual.

  • Skipped (but still paying): Clients skip the appointment but continue paying, often to support the business.

  • Active - No Reminder: The appointment is tracked in the system, but no automated reminders are sent. Useful for last-minute bookings, internal testing, or when requested by the customer.

  • Completed - Invoiced: This status can be used when an appointment is finished, and the system needs to trigger invoice-related actions. For example, you can connect ZenMaid to Zapier so that when an appointment is marked Completed - Invoices, Zapier automatically creates and sends an invoice through QuickBooks or another accounting tool.


Keywords:

  • Appointment Status

  • Default Appointment Status

  • Customize Appointment Status

  • Add Appointment Status

  • Delete Appointment Status

  • Scheduling View

  • Change Appointment Status

  • Appointment Status Settings

  • Calendar Filters

  • Work Orders

  • Scheduling Conflicts

  • Spot Finder

  • Payroll Settings

  • Revenue Reports

  • Clock In/Out Warnings

  • Save Changes

  • Drag And Drop Order

  • Active Appointments

  • Skipped Appointments

  • Stand-By Status

  • Pending Appointments

  • Waiting For Response

  • Canceled Appointments

  • Completed Appointments

  • Bump Status

  • Late Checkout

  • Skipped But Paying

  • ZenMaid Scheduling

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