I am new to ZenMaid
Initial setup articles for new users.
How To Update Your ZenMaid Email and Password
How to Set the Limit of Schedule Visibility to Your Cleaners
How to Allocate Fuel Allowance to Your Customers Using Customer Custom Field
How to Add a Contact Custom Field
How to Add New Coupons and Where to Use Them
How to Use Appointment Custom Fields to Specify Appointment Discount
How to Use Work Items to Save a Rate for a Non-Recurring Appointment
How to Manage the Notifications You ReceiveLearn how to turn on and off different types of notifications for your ZenMaid account.
How to Add a Company Logo to a ZenMaid AccountLearn how to add your company logo to your ZenMaid account so it can be used in your emails, booking form, and more!
How to add Work Items via Job EstimationHere is a step-by-step walkthrough on how to add Work Items.
Time Zones: How To Change
How to Update Your Payment Method in ZenMaid
Digital Cleaning Checklist
How to Locate or Recover Your ZenMaid Login Credentials
Service Types: Categorize Your AppointmentsLearn how to create and manage Service Types in ZenMaid to categorize appointments, see them on the sidebar, and include them in exports.
Account SettingsReview account settings so that ZenMaid is optimized for your business
Using Customer Information To Find Them Within ZenMaid
How to Add an Address Not Recognized by Google Maps
How to Inactivate Customers
How to Add or Delete a Phone Number in Your Contacts + Key Points About Mobile NumbersBelow 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.
How To Delete a ContactDeleting contacts
How to View, Edit or Delete a Customer's Profile InformationHow to edit a customer's information or add information to a customer's profile.
How to Add More Than One Service Or Billing Address + Managing The Different Notes For Each Service Address
How Customer Statuses Work and How to Change Them
How to Export All Contacts and Filtered ContactsExport and filter customer information from your ZenMaid account
How To Store A Quoted Price In A Client ProfileKeeping accurate records of quoted prices for your clients
How To Delete An Address
Calendar
Articles relating to the scheduling views
Weekly Calendar View
How the Automatic Estimate Amount Owed Feature Works
Switching Between Month, Week, and Day Views
How to cancel just one appointment in a recurring series
How to Create, Customize, and Update Appointment Statuses
How to collect deposits for scheduled appointmentsCreating a "Deposit appointment" to collect deposits correctly.
How to change the appointment price after it is paid for
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.
Applying A Price Change
How to Create Non-Cleaning-Related Appointments
How to Duplicate or Copy an Appointment
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
How to Edit the Frequency of a Recurring ServiceLearn how to change the service frequency of an existing recurring service without deleting it.
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 add a daily recurring service in ZenMaidNeed to schedule a client with daily appointments?
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 Edit Recurring Service Notes
How to Set the Default Color of Your Calendar and Change the Color of Cleaners, Teams, and Appointment Status
How to Create an AppointmentLearn the different options you have to create appointments in ZenMaid.
How to Adjust the Schedule of Recurring or One-Time Appointments
How to Filter Appointments on the Calendar
Regional SchedulingThis article is about how you can schedule your appointments on a regional basis.
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.
How to create a monthly clean to repeat on the same day of the month.
Availability Feature
Automated Emails and Text Messages to Customers
Collections organize your articles so people can find them more easily
How to Send an OMW Text NotificationHere's how you and your cleaners can send an OMW text notification to your customers.
How to Use Come Back Emails to Reach Customers or Leads Without Prior Appointments
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 Edit Email and SMS Templates
How to Access Sent Communications
Adding/Removing Calendar Invite in the Appointment Reminder Email TemplateLearn how to include/exclude a calendar invitation to your appointment reminder template.
SMS Templates in ZenMaid
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 Send/Resend Appointment Confirmation
How to Attach Documents in Email Templates
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
Service Rating Feature