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How to Edit Recurring Service Notes
How to Edit Recurring Service Notes
Natalia avatar
Written by Natalia
Updated over a week ago

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.


Step 1: 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.


Step 2: Modifying Recurring Notes

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

Updated by Ivan D. on 09/01/2024.

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