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Create An All Day Appointment For Cleaners To Clock In & Out from
Create An All Day Appointment For Cleaners To Clock In & Out from

If you do not want cleaners clocking in & out of each appointment or if you have office staff, this is another option.

Lara avatar
Written by Lara
Updated over a week ago

Create a fake customer & appointment

  • From your Zenmaid dashboard, create a new customer by going to Contacts > Add New Contact.

  • Come up with your fake customer's name like Daily Shift, Office Staff, etc.

  • Add a fake address or your company's address.

  • Click the Save button at the bottom.

Create a status for your events.

  • After that, go to Settings > Calendar.

  • Go to the Status section and click on the +Add Status button.

  • Name the new appointment status relevant to you so that it would let you know that it's for the fake account/s you made like Holiday, Sick Leave, Daily Shift, Office Staff, etc.

  • Drag it down under the Active status so it does not set as the default status when you create new appointments. Use the tiny up/down arrows next to the + sign to drag.

Set the status settings by clicking on the "+" icon and tick on/off the following items:

-Check box the appointment to Show by Default in Calendar.

-Make sure to uncheck Put in Work Order.
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-Make sure to uncheck Use to calculate scheduling conflicts.
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-Make sure you check Include in payroll.
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-Make sure you uncheck Include in Revenue Reports? so it doesn't mess up with your revenue reports.

  • Once you're done, click on the Save Changes button at the bottom.

Create a daily appointment.

  • Go to your Calendar.

  • Create a new appointment on the day and time you want to plot your event using the dummy customer you created.

  • Assign the relevant cleaner/cleaners for the event.

  • Specify the start and end time.

  • Before creating the appointment, change its Status into the one you created.

  • Finally, click on the Create Appointment button.

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