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Regional Scheduling

This article is about how you can schedule your appointments on a regional basis.

Lara avatar
Written by Lara
Updated over 2 months ago
  • From your ZenMaid dashboard, go to Settings ➡️ Scheduling ➡️ and select Appointment Custom Fields.

  • On the next page, locate the Appointment Custom Fields section at the bottom of the page.

  • Next, click on the button + Add Appointment Custom Field.

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  • Name the custom field using the Name field and select which type it is using the drop-down menu.

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  • Once done, click on the Create Field button.

Changing Recurring Appointment Custom Fields

If you already have recurring appointments in your calendar, you could go and edit them by adding their Zipcode like this:

  • From your ZenMaid dashboard, go to Scheduling and select Calendar View.

  • You can edit all of your recurring appointments by clicking on them and selecting Action ➡️ Manage Recurring Service.

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  • On the next page, again choose Action ➡️ Change Work item, custom fields & notes.

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  • There, you can fill in the field that will apply for each appointment in the series.

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Searching The Schedule

For further booking based on the region where you are on certain dates, you go to Scheduling and select List View.

From there, you set your time frame and desired status and put the appointments' search field in the Matching Search field.

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After running this search, you can book an appointment according to the days when you are concentrated in that field if you have availability.

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Keywords:

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