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How to Inactivate Customers
How to Inactivate Customers
Natalia avatar
Written by Natalia
Updated over a month ago

Summary:

  • ZenMaid has a 'Former' Customer Status, which can be used to indicate an inactive customer.

  • Here’s the process for changing a customer's type to Former, essentially inactivating them.


Inactivating Customers

  • Ensure the customer has no future appointments by either canceling the recurring service or changing the Appointment Status to Cancelled.

  • You can also manually choose the client's Customer Status by editing their profile and selecting the 'This is a former recurring customer' Customer history option.

  • Either option will tag them as Former clients.


Keywords:


inactivate customer, delete customer, tag customer as a former customer, tag former customer

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