I am learning the main features of ZenMaid
Explore step-by-step support to help owners and admin users take their first steps on ZenMaid.
Get Started
This resource covers ZenMaid basics, including account setup, customers, appointments, cleaners, calendars, notes, and mobile features to streamline workflows and grow your business.
Get Started with ZenMaid - The BasicsThis guide walks you through ZenMaid basics, covering account setup, customers, appointments, cleaners, calendars, notes, and mobile app features to help streamline your workflow and grow your business efficiently.
How to Import Your Customers and Schedule into ZenMaid from Your Previous SystemImport Data & Upload Clients and Appointments
Alternative to the ZenMaid Mobile App for an Owner/Office Manager
Account settings
This collection explains how to manage and personalize your ZenMaid account.
Account SettingsReview account settings so that ZenMaid is optimized for your business
How to Add a Contact Custom Field
How to Add an Appointment Custom Field
How to add Work Items via Job EstimationHere is a step-by-step walkthrough on how to add Work Items.
How to Manage the Notifications You ReceiveLearn how to turn on and off different types of notifications for your ZenMaid account.
How to Create, Customize, and Update Appointment Statuses
Change The Order Cleaners Appear on the Schedule ViewList Cleaners Alphabetically
How to Create Custom Fields for Cleaners
How to Change the Frequency of Daily EmailsLearn how to change how often you receive daily report emails in ZenMaid.
Contacts
This collection explains how to manage customer profiles with ease, from adding and editing details to tracking statuses, phone numbers, and addresses.
How to Add A New Contact ProfileLearn how to add a new contact in ZenMaid.
How to View, Edit, or Delete Contact Profile InformationHow to edit a customer's information or add information to a customer's profile.
How to Inactivate Contact Profiles
How Contact Statuses Work and How to Change Them
How to Manage Phone Numbers in Contact ProfilesBelow is a step-by-step process on how you can add a phone number into your contact and two frequently asked questions about mobile numbers.
Using Customer Information To Find Them Within ZenMaid
How To Delete a ContactDeleting contacts
How To Delete An Address
Cleaners & Contractors
This collection explains how to manage cleaners and contractors to streamline daily tasks.
How to Add Staff Members and Give Them Access to ZenMaid
Different Ways To View Your Cleaners' Clock-In and Clock-Out Times
How to Give a Member of Your Staff Office Manager Access
How to Create a New Team
How To Manage Cleaning Teams
Inactivating and Reactivating Staff
How to Add a Cleaner's Photo and Include It in Email Templates
How to Change Your Cleaner's PasswordHere's how you can change your cleaner's password for their ZenMaid account.
How to Reset a Password for a Staff Member
Create An All Day Appointment For Cleaners To Clock In & Out fromIf you do not want cleaners clocking in & out of each appointment or if you have office staff, this is another option.
Schedule Views
This collection explains how to use schedule views to manage and track appointments easily.
How to Create an AppointmentLearn the different options you have to create appointments in ZenMaid.
How to Duplicate or Copy an Appointment
How to add a daily recurring service in ZenMaidNeed to schedule a client with daily appointments?
How to Edit the Frequency of a Recurring ServiceLearn how to change the service frequency of an existing recurring service without deleting it.
Different Ways to View Your Appointments
How to cancel just one appointment in a recurring series
Switching Between Month, Week, and Day Views
Editing One Appointment in a Recurring ServiceLearn to edit a single appointment from a recurring service without affecting the future appointments.
Weekly Calendar View
How to Color-Code the Appointments on the Calendar
How to Discount All Appointments in a Recurring ServiceLearn how to apply a discount to all the appointments in a recurring service.
How To Cancel All Appointments on a Day in BulkLearn how to cancel all appointments on a day at once.
Map ViewHow to see your appointments on a map in ZenMaid for routing purposes.
How to Reschedule Appointments Using Drag and Drop in ZenMaid
How to View Your Customers' Past, Ongoing and Future Cleaning AppointmentsLearn how to view the cleaning history and schedule of your customers.
How To Add Appointment/Customer Details To Work Order TemplatesAdding details to your cleaners' Work Order templates.
How to Schedule Time Off in ZenMaid: Manage Availability for Cleaner Time-Off, Lunch Breaks, and Holidays
Ways to Change Dates of Past Appointments in a Recurring Service
How to Change the Default Cleaner or Team in a Recurring Service
How to Change Appointments' Frequency
How to Create Appointments from the Customer's Page
How to Delete or Cancel an AppointmentLearn how to delete or cancel an appointment from your schedule.
How to Delete an Appointment Part of a Recurring ServiceLearn how to delete a single appointment part of a recurring service without deleting all future appointments.
How to Edit Default Work Items in a Recurring Service
How to Set the Default Color of Your Calendar and Change the Color of Cleaners, Teams, and Appointment Status
How to Set the Limit of Schedule Visibility to Your Cleaners
How to Adjust the Schedule of Recurring or One-Time Appointments
How to Filter Appointments on the CalendarThis article explains how to apply and manage filters on your ZenMaid calendar to control which appointments are visible based on cleaner, team, status, recurrence, and payment filters across Calendar,…
How to Print or Email PDF Work Orders
How to Print Appointments for a Certain Time Period
Ways to Cancel or Delete a Recurring Service
How to Access Sent CommunicationsLearn how to keep track of your daily communications with clients, ensuring that all necessary emails and texts are sent and received as intended.
Mobile app
Articles relating to the ZenMaid mobile app
How To Edit Appointments In The ZenMaid Mobile App
ZenMaid Mobile App Overview for Owner / Office Managers
Notes
This collection explains how to add, edit, and manage notes to keep team communication clear.
How to Add, Edit, and Manage Notes in ZenMaidThree options for adding notes
How to Edit Recurring Service NotesThis guide explains how to edit, update, and manage notes for recurring appointments in ZenMaid, including options for applying changes to all future services and setting note visibility.
Pricing & Payments
This guide explains how to manage pricing, deposits, and payments for smooth transactions.
How to Calculate How Much to Charge an Appointment Down to the Minute Using Job Estimations in ZenMaidThis guide will walk you through leveraging the Job Estimation Man Hour Rate feature to calculate down-to-the-minute charges.
Applying A Price Change
How to change the appointment price after it is paid for
How to Reflect an Unpaid BalanceLearn how to check which customers still owe your business money by viewing unpaid balances in ZenMaid.
How to Mark Appointments as Paid
All the Ways Customers Can Be Charged in ZenMaid
Connecting A Credit Card Processor to ZenMaid
Editing FontsThis article shows how you can edit fonts in the emails sent from ZenMaid
How To Send and Schedule an Estimate on ZenMaidLearn how to schedule an in-house estimate appointment (walkthrough) or send a quote/estimate email without a walkthrough.
How to Automate Sending of Come Back Email
How to add clickable links to your automated emailsThis article will help you embed links in your emails to direct your customers to web pages, google surveys, Terms and Conditions, etc.
How to Send an OMW Text NotificationHere's how you and your cleaners can send an OMW text notification to your customers.
Email Templates in ZenMaid
How to Add Social & Review Links to Email TemplatesLearn how to link your social media accounts and/or review platforms to your email templates in ZenMaid.
How to Notify Your Cleaner About Cancelled Appointments via Email and Text
How to Edit OMW Text Template
How to Use Come Back Emails to Reach Customers or Leads Without Prior Appointments
Adding/Removing Calendar Invite in the Appointment Reminder Email TemplateLearn how to include/exclude a calendar invitation to your appointment reminder template.
Disabling Automated Email and SMS Notifications for Individual CustomersLearn how to disable certain customers from receiving automated emails and/or texts.
Can Customers and Cleaners Respond to ZenMaid SMS Notifications?
How to Add Sales Tax in ZenMaid Appointments
How to Turn On/Off Automatic Emails And Texts
How To Use The Google Calendar Invite Feature
How to Manually Send Texts and EmailsLearn how to manually send texts or emails to your customers.
How to Turn Off Text and Email for an Individual Customer
How to Set Up The Time Your Texts and Emails Are Auto-Sent OutTurn on communication automation
How to Automate the Sending of Appointment Reminders
SMS Templates in ZenMaid
How to Send/Resend Appointment Confirmation
How to Attach Documents in Email TemplatesLearn how to attach documents to your ZenMaid automated email templates.