All Collections
Contacts
Understanding Customer Types/Statuses and How to Change Them
Understanding Customer Types/Statuses and How to Change Them
Natalia avatar
Written by Natalia
Updated over a week ago

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.

Did this answer your question?