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How to Turn On/Off Automatic Emails And Texts

Amar Ghose avatar
Written by Amar Ghose
Updated yesterday

Summary

  • Customizing your notification settings aligns your business communication preferences with your operational priorities.

Important

  • Templates can't be activated/deactivated in bulk.

  • Some templates can't be deactivated, as they are manually triggered.

  • Some others will have a unique checkbox that can be marked at your convenience so you can send them manually on a case-by-case basis.

  • Deactivating SMS templates will reduce your text usage.

  • Opting for email-only notifications can help reduce communication costs significantly while still maintaining effective client communication.

  • Using both email and SMS notifications provides increased reliability by ensuring there is no single point of failure.


Access the email and text templates

  • To manage the automatic emails and texts you send, you have to go to Settings, which can be located at the bottom left part and is represented by a gear icon.

  • On the Settings page, under the Communications section, click on Email & SMS notifications.


Type of email and SMS templates

  • On the Email & SMS notifications page, you will notice that there are several different templates you can send through ZenMaid. Cleaners communications & Customer communications.

  • ZenMaid supports two primary methods for sending notifications:

1. SMS Notifications: These are more immediate and reliable for ensuring time-sensitive information reaches clients quickly.

2. Email Notifications: A cost-effective alternative to SMS, suited for businesses looking to minimize expenses while maintaining client communication.


Cleaners communications


Customer communications


Activating/Inactivating an Email/SMS Template

  • On this page, you have to select the template that you want to manage and click on the Edit button.

  • Activating a template: To send emails or texts to your customers, please select the option based on your preferences.

  • Deactivating a template: To deactivate a template, you must choose 'Never', instead of whatever option it was selected previously.

  • An active template looks like this:

  • While an inactive template looks like this: For greater reliability, enabling both SMS and email notifications ensures a backup communication channel for critical updates. Conversely, if cost-efficiency is your priority, using email-only notifications may be the better option.

  • You must hit the 'Save changes' button; otherwise, your templates will remain unchanged.


Additional Note

  • If you need to stop the Appointment Reminder from sending for a future clean or upcoming appointments within a week, such as during a holiday, you can create a new Appointment Status and assign it to those appointments.


Keywords

  • Turn on email

  • Turn off email

  • Turn on text

  • Turn off text

  • Stop communications

  • Stop automatic messages

  • Stop SMS

  • Stop emails from being sent

  • Customer reminders

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