Summary:
Here are different ways to add a new contact/lead/customer to your ZenMaid account.
Options 1 - Through The Contacts Page:
Options 2 - From The Calendar:
From your ZenMaid calendar, select an empty spot in your calendar.
Once the New appointment sidebar is open, select the Add new button.
Adding Customer Information:
The basic customer details:
Location details:
Note and other information, which can be customized in the settings:
Just above the Save/Save and create appointment buttons, expand the Customer history drop-down menu and select the appropriate option for your customer.
Additional Information / To Note:
Click "Save" or "Save and Create Appointment" if you are ready to create an appointment.
Keywords:
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Updated on 08/23/2024.