ZenMaid offers a customer classification/status. This process lets you know the 4 types of customer statuses that are in ZenMaid and how you can change them accordingly.
A newly entered customer will be identified as Lead. A Lead is somebody whose information was captured but didn't necessarily make an appointment. A Lead indicates any customer without an appointment on the calendar.
A contact that is labeled as One-Time Customer has only one appointment and did not sign up for a recurring service. Any customer with a One-Time Customer status has had service in the past or has a service scheduled in the future.
A contact that is labeled as Recurring Customer has a recurring service plotted on your calendar. A Recurring Customer indicates they have a recurring service with at least one appointment in the future.
A contact labeled as Former Customer is a customer that hasn't had any appointments with you for at least 6 weeks. A Former Customer indicates a customer with a recurring service with at least one appointment in the past and none in the future.
How to change a customer's type?
From your ZenMaid dashboard, go to Contacts > All Contacts.
Search for the customer using the search bar then click on his/her name on the search results.
Once on the customer's profile, click on the Actions button then hit Edit. Scroll down until the bottom of the page.
Just underneath the Notes & Other Information section, you will notice the Customer History field.
Click on the drop-down to expand the selections.
If you select the We never cleaned for this customer option, the customer will remain as a Lead.
If you select the We cleaned for this customer but (s)he was not on a recurring service, this will change that customer's type from Lead into a One-Time Customer.
If you select This is a current recurring customer, this will mark him/her as a Former Customer. Only after plotting a recurring appointment for this customer on your calendar will sort him/her as a Recurring Customer.
If you select This is a former recurring customer, that contact will be labeled as Former Customer as well.
Changing from Lead to One Time Customer or Recurring
This is automatic when an appointment is booked.
For all future appointments, the status will show either Recurring or One Time Customer.
If they have had appointments but have no future bookings they will show as Former Customer.
If they have never had an appointment they will remain as Lead.
Keywords:
Customer status, change customer status, lead customer, recurring customer, one-time customer, former customer, customer type, change customer type, edit customer status, edit customer type
Updated by Mina on 11/20/2022.