I Am Learning the Main Features of ZenMaid
Explore step-by-step support to help owners and admin users take their first steps on ZenMaid.
By Ivan and 5 others6 authors97 articles
Get Started
This collection explains how to set up your ZenMaid account, import your data, and begin scheduling.
Get Started with ZenMaid - The BasicsThis guide walks you through ZenMaid basics, covering account setup, customers, appointments, cleaners, calendars, notes, and mobile app features to help streamline your workflow and grow your business efficiently.
How to Import Data From Your Previous System Into ZenMaidLearn how to Import data and upload clients and appointments.
Account settings
This collection explains how to manage and personalize your ZenMaid account.
Account SettingsLearn how to access your ZenMaid account settings to review and adjust them so your account is fully optimized for your business.
How to Add a Contact Custom FieldLearn how to create, manage, and use contact custom fields to better classify and identify your customers and prospects within ZenMaid.
How to Add an Appointment Custom FieldLearn how to add, configure, and use Appointment Custom Fields so you can store extra, customizable information for each visit.
How to Manage the Notifications You ReceiveLearn how to turn on and off different types of notifications for your ZenMaid account.
How to Create, Customize, and Update Appointment Statuses
How to Create Custom Fields for Cleaners
How to Change the Frequency of Daily EmailsLearn how to change how often you receive daily report emails in ZenMaid.
Contacts
This collection explains how to manage customer profiles with ease, from adding and editing details to tracking statuses, phone numbers, and addresses.
How to Add A New Contact ProfileLearn how to add a new contact in ZenMaid.
How to View, Edit, or Delete Contact Profile InformationHow to edit a customer's information or add information to a customer's profile.
How to Inactivate Contact ProfilesLearn how to mark customers as inactive in ZenMaid using the Former customer status.
How Contact Statuses Work and How to Change Them
How to Manage Phone Numbers in Contact ProfilesBelow is a step-by-step process on how you can add a phone number into your contact and two frequently asked questions about mobile numbers.
Using Customer Information To Find Them Within ZenMaidLearn how to quickly find any customer in ZenMaid using their name, phone number, or email address.
How To Delete a ContactDeleting contacts
How To Delete An Address
Cleaners & Contractors
This collection explains how to manage cleaners and contractors to streamline daily tasks.
How to Add Staff Members and Give Them Access to ZenMaidLearn how to add new cleaners to your ZenMaid account and provide them access to the mobile app using their credentials.
Different Ways To View Your Cleaners' Clock-In and Clock-Out Times
How to Give a Member of Your Staff Office Manager Access
How to Create a New TeamLearn how to set up teams, customizing team names and colors.
How To Manage Cleaning Teams
Inactivating and Reactivating Staff
How to Add a Cleaner's Photo and Include It in Email TemplatesLearn how to add a cleaner’s photo to their profile and display their name and picture in customer emails using ZenMaid’s email templates.
How to Change Your Cleaner's PasswordHere's how you can change your cleaner's password for their ZenMaid account.
How to Reset a Password for a Staff Member
Create An All Day Appointment For Cleaners To Clock In & Out fromIf you do not want cleaners clocking in & out of each appointment or if you have office staff, this is another option.
Schedule Views
This collection explains how to use schedule views to manage and track appointments easily.
How to Schedule an Appointment in ZenMaidLearn the different options you have to create appointments in ZenMaid.
How to Duplicate or Copy an Appointment
How to add a daily recurring service in ZenMaidLearn how to create multiple weekly recurring services so you can manage each one individually.
How to Edit the Frequency of a Recurring ServiceLearn how to locate a recurring service and update its schedule, frequency, and timing from the Scheduling view or a customer’s contact profile.
How to View Your Appointments in ZenMaid
How to Cancel an Individual Appointment in a Recurring SeriesLearn how to cancel a single appointment in a recurring series without affecting the full schedule.
Switching Between Month, Week, and Day Views
Editing One Appointment in a Recurring ServiceLearn to edit a single appointment from a recurring service without affecting the future appointments.
Weekly Calendar View
How to Color-Code the Appointments on the Calendar
How to Discount All Appointments in a Recurring ServiceLearn how to apply a discount to all the appointments in a recurring service.
How To Cancel All Appointments on a Day in BulkLearn how to cancel all appointments on a day at once.
Map ViewHow to see your appointments on a map in ZenMaid for routing purposes.
How to Reschedule Appointments Using Drag and Drop in ZenMaid
How to View Your Customers' Past, Ongoing and Future Cleaning AppointmentsLearn how to view the cleaning history and schedule of your customers.
How To Add Appointment/Customer Details To Work Order TemplatesLearn how to add details to your cleaners' Work Order templates.
How to Schedule Time Off in ZenMaid: Manage Availability for Cleaner Time-Off, Lunch Breaks, and HolidaysLearn how to schedule and manage time off in ZenMaid using the Availability feature, fake appointments, tasks, and full-day blocks to handle cleaner availability, lunch breaks, holidays, and company time…
Ways to Change Dates of Past Appointments in a Recurring Service
How to Change the Default Cleaner or Team in a Recurring ServiceLearn how to change the default cleaner or team for all future appointments in a recurring service.
How to Delete or Cancel an AppointmentLearn how to delete or cancel an appointment from your schedule.
How to Edit Default Work Items in a Recurring ServiceLearn how to update default work items for a recurring service in ZenMaid so future appointments reflect the correct tasks, with changes applying only from your chosen date.
How to Set the Default Color of Your Calendar and Change the Color of Cleaners, Teams, and Appointment StatusLearn how to change colors, avoid inconsistencies, and understand the difference between coloring and filtering your calendar.
How to Adjust the Schedule of Recurring or One-Time Appointments
How to Filter Appointments on the CalendarThis article explains how to apply and manage filters on your ZenMaid calendar to control which appointments are visible based on cleaner, team, status, recurrence, and payment filters across Calendar,…
How to Print or Email PDF Work OrdersLearn how to generate, customize, and share cleaner work order schedules in ZenMaid, including date ranges, grouping options, and detailed job information for your cleaning team.
How to Print Appointments for a Certain Time Period
How to Cancel or Delete a Recurring ServiceLearn how to cancel or delete a recurring service in ZenMaid.
How to Access Sent CommunicationsLearn how to track your daily client communications and confirm that all required emails and texts are sent, delivered, and, for emails, read.
Booking Form
This collection explains how to create, customize, and manage booking forms to capture client details in ZenMaid.
How to Price Your Booking FormEdit booking form pricing
How to Create & Edit Booking Forms in ZenMaidLearn how to create and customize Booking Forms in ZenMaid, set pricing, add branding, and use SMS consent tools to keep your customer communications compliant.
How to record your 2-minute welcome video (the easy way)Instructions on how to record your welcome video in the new ZenMaid booking forms.
Mobile app
This collection explains how to manage schedules and operations using the ZenMaid mobile app or its web-based alternative.
How To Edit Appointments In The ZenMaid Mobile App
ZenMaid Mobile App Overview for Owner / Office Managers
Alternative to the ZenMaid Mobile App for an Owner/Office Manager
How To Change The Navigation On The ZenMaid Mobile AppLearn how to switch to Google Maps, Apple Maps or Waze
Notes
This collection explains how to create, manage, and organize notes for clients, jobs, and staff in ZenMaid.
How to Add, Edit, and Manage Notes in ZenMaidLearn how to add, edit, and manage Customer and Appointment Notes in ZenMaid, including public vs. private notes, visibility rules, and how to update or delete notes to keep important…
How to Edit Recurring Service NotesThis guide explains how to edit, update, and manage notes for recurring appointments in ZenMaid, including options for applying changes to all future services and setting note visibility.
Pricing & Payments
This collection explains how to manage pricing, deposits, and payments for smooth transactions.
How to Calculate How Much to Charge an Appointment Down to the Minute Using Job Estimations in ZenMaidThis guide will walk you through leveraging the Job Estimation Man Hour Rate feature to calculate down-to-the-minute charges.
Applying A Price ChangeLearn how to apply prices and tax changes to one-time or recurring appointments, update appointment financials, and systematically copy price or tax updates to all future appointments in a recurring…
How to change the appointment price after it is paid for
How to Reflect an Unpaid BalanceLearn how to check which customers still owe your business money by viewing unpaid balances in ZenMaid.
How to Mark Appointments as Paid
Ways Customers Can Be Charged by Card in ZenMaidLearn how to streamline payments with multiple ways to charge cards and keep records updated in ZenMaid.
Connecting A Credit Card Processor to ZenMaidLearn how to connect Stripe or Square to ZenMaid to accept credit card payments, outlining setup steps, key limitations, and important behaviors around stored cards, invoices, and recurring payments.
How to Manage Paid-By-Card AppointmentsLearn how to manage situations where you need to edit an appointment that has been marked as paid by card.
Emails & SMS Communications
This collection explains how to set up, send, and manage email and text message communications in ZenMaid.
Editing FontsThis article shows how you can edit fonts in the emails sent from ZenMaid
How To Send Estimates In ZenMaidLearn every way to send estimates and quotes to leads and customers in ZenMaid—whether you need a simple email quote or a scheduled in-person walkthrough.
How to Automate the Sending of a Come Back EmailLearn how to customize the Come Back email template, including choosing when Come Back emails are sent and saving your automation settings.
How to add clickable links to your automated emailsThis article will help you embed links in your emails to direct your customers to web pages, google surveys, Terms and Conditions, etc.
Email Templates in ZenMaidLearn how to view and manage the available email templates in ZenMaid, understand their limitations, and customize existing messages for staff and customers.
How to Add Social & Review Links to Email TemplatesLearn how to link your social media accounts and/or review platforms to your email templates in ZenMaid.
How to Notify Your Cleaner About Cancelled Appointments via Email and Text
How to Edit OMW Text Template
How to Use Come Back Emails to Reach Customers or Leads Without Prior AppointmentsLearn how to re-engage customers or leads with no upcoming appointments using Come Back emails in ZenMaid.
Adding/Removing Calendar Invite in the Appointment Reminder Email TemplateLearn how to include/exclude a calendar invitation to your appointment reminder template.
Disabling Automated Email and SMS Notifications for Individual CustomersLearn how to disable certain customers from receiving automated emails and/or texts.
Can Customers and Cleaners Respond to ZenMaid SMS Notifications?
How to Add Sales Tax in ZenMaid Appointments
How to Turn On/Off Automatic Emails And Texts
How To Use The Google Calendar Invite Feature
How to Manually Send Texts and EmailsLearn how to manually send emails and text messages in ZenMaid
How to Turn Off Text and Email for an Individual Customer
How to Set Up The Time Your Texts and Emails Are Auto-Sent OutLearn how to update the date and time for automated text and email notifications.
How to Automate the Sending of Appointment RemindersLearn how to manage Appointment Reminders in ZenMaid, set reminder timing, tailor communications by appointment status, and optimize reminders for different service frequencies.
SMS Templates in ZenMaidLearn how to view and manage the available SMS notification templates in ZenMaid, understand their limitations, and customize existing messages for cleaners and customers.
How to Send/Resend Appointment Confirmation
How to Attach Documents in Email TemplatesLearn how to attach documents to your ZenMaid automated email templates.
How to Edit Email and SMS TemplatesLearn how to access and edit email and SMS templates, apply dynamic variables, and control when messages are sent to your clients.
Invoices
Articles relating to invoicing
How To Set Up Your Invoices
How to Create, Send, and Track an Invoice in ZenMaidLearn how to create, customize, send, print, and track invoices in ZenMaid, where to find pending, paid, or voided invoices, resend them to customers, and understand current limitations.