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How to Edit Recurring Service Notes

This guide explains how to edit, update, and manage notes for recurring appointments in ZenMaid, including options for applying changes to all future services and setting note visibility.

Natalia avatar
Written by Natalia
Updated this week

Summary

  • This article will help you edit notes on a recurring service.

  • The process below allows you to customize and control how notes appear for recurring appointments in ZenMaid.


Accessing Notes

  • From your ZenMaid dashboard, go to Scheduling > Calendar View.

  • Select and click the recurring service you wish to edit the default notes for.

You can check which appointment is recurring through the recurring appointment icon.

  • Once the appointment details window opens on the right side of the screen, scroll down until you see the Notes section.


Modifying Recurring Notes

  • If you wish to keep the note on all the appointments of the recurring service going forward, tick the Keep this note on all appointments of this recurring service box.


  • To make the note visible only to the office, tick the Make this note private (visible by your office manager only) box.


Keywords

  • Edit recurring service notes

  • Edit recurring appointment notes

  • Edit recurring schedule notes

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