Summary
This article explains how ZenMaid lets you manually send emails or text messages to customers directly from an appointment or from a contact’s profile. It shows how to choose a template, customize your message, and select the right recipient as long as the customer has valid contact information.
Send an Email/Text Manually (From An Appointment)
From your ZenMaid Dashboard, use the Appointments icon and select the Scheduling View of your preference.
You can find the appointment for the client you want to contact, then click it.
On the top right part of the pop-up window, click Actions.
Depending on what you are looking to send, select either the text or email option.
A new pop-up window will appear, with the available templates for you to choose from.
Select a template and click on "Generate Email/Generate Text".
In the new pop-up window, edit the template as needed before you send it.
At the end of the window, you'll be able to select to whom you'd like to send the email/text
For emails, you can send them to the client, to yourself, and to your office managers
For texts, you can only select the client
Lastly, click on "Send Email"/"Send Text".
Side Note
Supported templates that can be sent from the appointment sidebar
Both (Email & Text)
Appointment Follow-Up
Appointment Confirmation
Appointment Cancellation Notice
Cleaner Cancellation Notice
Work Order
Appointment Reminder
Service Rating
Tip Request
Thanks For The Tip
Service Rating Follow-Up
Secondary Appointment Reminder
Text only
Invoice SMS
Tip Notification
Key Pick Up Reminder
Key Drop Off Reminder
Email only
Estimate Confirmation
Send an Email Manually (From A Contact Page)
From your ZenMaid Dashboard, go to Contacts > All Contacts.
Search for the customer directly or use the filters to locate the profile.
On the contact page, make sure the customer has an email address on file.
Click Send message.
In the pop-up window, select an email template from the dropdown.
Side Note
Supported templates that can be sent from the appointment sidebar
Customer Communication
Camo Deck
Estimate
Property Manager Marketing
Real Estate Marketing
Additional Notes
Sending an email/text will only be available if the customer has an email address/phone number in their profile.
Manual texts you send will contribute to your SMS usage.
If the available templates don't suit your needs, you can always delete the content and start an email from scratch.
Your email/sms templates can be updated here https://app.zenmaid.com/settings/communication-templates.
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