Emails & SMS Communications
This collection explains how to set up, send, and manage email and text message communications in ZenMaid.
By Natalia and 2 others3 authors17 articles
- How To Send Estimates In ZenMaidLearn every way to send estimates and quotes to leads and customers in ZenMaid, whether you need a quick 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.
- 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 Notify Your Cleaners About Cancelled Appointments via Email and TextLearn how to set up email and SMS cancellation notifications for cleaners when an assigned appointment is cancelled in ZenMaid.
- 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 Set Up Sales Tax for AppointmentsLearn how to configure primary and secondary sales tax settings and apply them to appointments in your account.
- How to Turn On/Off Automatic Emails And TextsLearn how to manage your email and SMS notification templates in ZenMaid, including how to enable, disable, and configure each template based on how it works.
- 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 CustomerLearn how to disable automated emails and texts for an individual customer in ZenMaid by adjusting their contact preferences and phone type settings.
- 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 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.