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How to Create, Customize, and Update Appointment Statuses
How to Create, Customize, and Update Appointment Statuses
Courtney Wisely avatar
Written by Courtney Wisely
Updated over a week ago

Summary:

  • Your account comes with default appointment status but you can add new ones.

  • Here's how you can create and customize your appointment status in ZenMaid.


Changing appointment statuses

  • Go to any Scheduling View.

  • Click on the appointment you want to change the status of.

  • You will see a drop-down with all the statuses you can change.


Adding/Customizing Appointment Statuses

  • Go to Settings and find Appointment statuses under Scheduling.

  • On the next page, you will see a list of all the default Appointment Statuses.

  • You can add more statuses by clicking on + New status or you can delete the ones that you don't use using the trash can icon.

Note:

  • Default appointment status can't be renamed or deleted


Changing the settings for appointment statuses

  • Each appointment status can be customized with different behaviors

  • To select the settings of each Appointment Status, click the circled + sign to reveal the settings options

  • Show by Default in Calendar lets you see appointments with this status on your calendar. If unticked, you will need to select this appointment status in the Filters option in the calendar to be able to see it in the calendar.

  • Put in Work Order includes appointments tagged with this status in your work orders.

  • Use to Calculate Scheduling Conflicts will warn you if a cleaner being assigned to a new appointment conflicts with an existing appointment with this status. This is particularly useful to use with the Spot Finder feature.

  • Include in Payroll will add all appointments with this status into your payroll. It is used for appointments that your cleaners will get paid for.

  • Include in Revenue Reports will account for all appointments with this status in your revenue report.

  • Triggers late clock in/out warning will send notifications to your cleaners in case they haven't clocked in/out to the appointments with this status.

  • Once you're done, click Save Changes.

Note:

  • You can change the default order of your appointment statuses simply by dragging and dropping each appointment status in the order you want.


Keywords:

appointment status, create appointment status, change appointment status, add appointment status

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