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Appointments Key list
Appointments Key list

Planning out keys for next day appointments

Lara avatar
Written by Lara
Updated over 2 years ago

One of our maid service owners shows us how he makes a key list for the appointments for the next day without having to click on every appointment.

  • From your ZenMaid dashboard, go to Settings and select Custom Fields

<a href="https://storage.googleapis.com/slite-api-files-production/files/8b1b359e-f9ca-4519-a338-564011bad63b/image.png" target="_blank" rel="nofollow noopener noreferrer">https://storage.googleapis.com/slite-api-files-production/files/8b1b359e-f9ca-4519-a338-564011bad63b/image.png</a>

  • On the next page, locate the Appointment Custom Fields section, click on the button + Add Appointment Custom Field and create a new custom field called "Key".

  • After that fill, locate appointments, or manage a recurring service and enter in the key number for each customer which you have a key for their house. Use a searchable term when entering the information like "Key #".

  • Using this method, you will be able to prepare all physical house keys for homes that need to be handed out the night before scheduled appointments.

  • You just need to search for the key # field for a certain date, as shown in the picture below.

  • Listed will be all homes that have a key.

<a href="https://zenmaid.slite.com/api/files/rbAzz9zCXC/screen_shot_2020-12-10_at_1.35.49_pm.png" target="_blank" rel="nofollow noopener noreferrer">https://zenmaid.slite.com/api/files/rbAzz9zCXC/screen_shot_2020-12-10_at_1.35.49_pm.png</a>

  • Click the arrow to open the appointment to see the details.

  • You can close each appointment that you open using the close button at the top all while staying in the List View.

Key words: key list, appointments custom field, appointments key list, key number, key report

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