Summary:
Here is how you can add one or more service or billing addresses to a contact profile.
Learn what to do if service addresses have different notes.
Accessing the customer profile
From your ZenMaid dashboard, go to Contacts > All Contacts.
Find the contact you want to add the address to using the search bar. Click on their name to display their profile.
Once you're on your customer's profile, click on the Actions button and select Edit.
Steps For: Service Addresses
Scroll down to Location Details.
Scroll down until you see the Add Service Location button.
Key in the additional address of your customer.
Don't forget to hit Save.
Adding Notes For Each Service Address
With a new service address added to the customer profile, you can follow these steps to help manage the different notes each service address may have:
Keep each service address associated with a different recurring service or appointment.
With each service address belonging to a separate appointment or recurring service, you can add Customer Notes or Appointment Notes that include information that only applies to the service address you're working on.
Steps For: Billing Addresses
Scroll down to Location Details.
Scroll down until you see the Add Service Location button.
Key in the additional address of your customer.
Don't forget to hit Save.
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