Here are several ways on how you can create an appointment from ZenMaid.
From your dashboard
You don't need to go to your calendar to create an appointment. Just select Scheduling (the calendar icon on the left panel) and select Create a new appointment.
From your calendar page
There are actually two ways how you can create an appointment from your Zenmaid calendar:
Using the Actions button.
On your calendar, click the Actions button located in the upper right corner of the screen.
Click Create Appointment.
Using the click and drag feature.
This method works best with the Weekly, Daily Calendar View, and Dispatch Views.
From the calendar, click and drag on the calendar on the correct date and time of the appointment.
Filling out the appointment details
Once you entered the Create Appointment side window, you'll need to pick your customer using the search bar or create a new contact by clicking on the New Customer button.
Next, on the upper part of the window, you can do the following actions:
-Change the status of the appointment.
-Identify if the appointment is one-time or a recurring one.
-Modify the date, start time, and end time.
-Select an address.
-Assign cleaners.
In the next part, you can fill out other custom fields and work items.
At the bottom part of the window, you can:
-Set the price of the appointment
-Mark the amount owed as paid
-Automatically estimate the owed amount
-Enter Notes
Finally, once you're done supplying all the important information, you can click on the Create Appointment button.
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Updated by Mina on 10/09/2022.