Here's how you can create and customize your appointment status in ZenMaid.
Click on the appointment you want to change the status
You can change or customize the statuses below...
By clicking on the "Settings" icon and then "Appointment statuses"
On the right-hand side, you will see a list of statuses.
You can delete the ones that you don't use using the delete button or add a new one by clicking on the + Add Status button.
You have the option to change the color of the status by clicking on the color box beside the text box.
To select the settings of each Appointment Status, click the circled + sign to reveal the settings menu. Below is a couple of settings you want to make sure are checked.
Ticking the box beside the Show by Default in Calendar lets you see appointments with this status on your calendar.
Ticking the box beside the Put in Work Order includes appointments tagged with this status in your work orders.
Ticking the box beside the Use to Calculate Scheduling Conflicts will let you know if a cleaner assigned under an appointment tagged in this status is being assigned to a new appointment.
Ticking the box beside the Include in Payroll will account for all amounts in an appointment tagged with this status into your payroll.
Ticking the box beside Include in Revenue Reports will account for all amounts in an appointment tagged with this status in your revenue report.
Once you're done, hit "Save Changes".
The default status will be the one on top. To change, just click and drag on the arrow buttons beside the plus (+) button.
Keywords:
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Updated on 06/21/2023