Summary:
In this article, we will show you the whole process of managing cleaning teams.
From creating a cleaning team, how to assign a team for cleanings, and how to add a new cleaner to the already existing cleaning team.
Creating a Cleaning Team
From your ZenMaid dashboard, go to Settings and click Teams under Cleaners.
To create a new team, click on + Add Team
Once you have renamed the Team, click on the + sign to add the cleaners to the team.
Don't forget to click the Save Changes button.
Assigning a Cleaning Team to an appointment
From any scheduling view, click on the appointment you want to assign a Team or create a new appointment.
On the appointment side panel, go to the Cleaners section and click on Assign
You will see a pop-up showing all cleaners as well as a drop-down to select the team you want to assign to the appointment.
Once the Team is selected, the cleaners from that team will be automatically selected.
Click “Assign Cleaners” to save changes.
Notes
To be able to assign 2 staff to a single house, with different start or finish times for each staff, you can click on Time in and out and select the respective schedules for each cleaner.
If you are having a new cleaner joining to already existing team, here is how you can add that one cleaner to show on existing appointments.
Find the appointments of the team you want to add cleaner to. You can use filters on the Calendar view to show just the appointments of that team.
Click on the appointment and on the side panel, go to the Cleaners section and click on Assign.
Add the new cleaner and check the Assign selected cleaners to all future appointments in this recurring service? option.
Click “Assign Cleaners” to save changes.
Keywords:
add a cleaner to a team, add a team member, edit team, assign cleaner, assign cleaners, add cleaner to the team, assign cleaner, assign team, assign cleaner to an appointment, assign a team to an appointment, assign cleaner to schedule, assign cleaner to appointment