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How to Add More Than One Service Or Billing Address + Managing The Different Notes For Each Service Address
How to Add More Than One Service Or Billing Address + Managing The Different Notes For Each Service Address
Maria Dorian avatar
Written by Maria Dorian
Updated over 5 months ago

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

  1. Scroll down to Location Details.

  2. Scroll down until you see the Add Service Location button.

  3. 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:

  1. Keep each service address associated with a different recurring service or appointment.

  2. 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

  1. Scroll down to Location Details.

  2. Scroll down until you see the Add Service Location button.

  3. Key in the additional address of your customer.

  • Don't forget to hit Save.


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