Notes
This collection explains how to create, manage, and organize notes for clients, jobs, and staff in ZenMaid.
By Natalia1 author2 articles
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 NotesLearn how to edit and customize notes on recurring services in ZenMaid, including options to keep notes across all appointments or restrict visibility to office staff only.