Summary
This article explains how to locate a recurring service from either the Scheduling view or a customer’s Contact profile, and how to adjust its frequency, timing, and effective date using the Manage Recurring Service page.
Locate The Recurring Service
Important
Modifications to recurring services can't be undone. In the event of an error, please follow the above-mentioned procedure to rectify the details.
Through Scheduling View
From the ZenMaid Dashboard, locate the Appointments icon and select the scheduling view of your preference.
Locate the recurring appointment you want to edit and click on it.
On the pop-up window showing the appointment details, click on Actions > Manage recurring service OR locate the Edit recurring service button right next to the frequency.
Through Contacts
Locate the Contact icon and go to All Contacts.
Find your customer using the search bar and click their name.
On their contact profile page, select the Appointments tab.
On the Appointments tab, click on the Active recurring services tab.
Select the recurring service that you want to edit.
Manage Recurring Service Page
Once you are on the Manage Recurring Service page, click on the Edit button.
This will open a new pop-up window where you will be able to change the following:
Start time: The start time can be adjusted.
End time: The end time can be shortened/extended.
Frequency: How frequently the appointments should be.
Day of the week: If it has to be on a specific day of the week.
Appointment from when the changes will take effect: Below you'll see all the future appointments of the recurring service, and you can select which appointment the changes should take effect.
Once you are done with all the changes, hit the Save Changes button.
Keywords
Recurring Service
Manage Recurring Service
Scheduling View
Contacts
Edit Service Frequency
Adjust Appointments
Scheduled Services