Schedule Views
This collection explains how to use schedule views to manage and track appointments easily.
By Natalia and 2 others3 authors21 articles
- How to Schedule an Appointment in ZenMaidLearn the different options you have to create appointments in ZenMaid.
- How to Duplicate or Copy an AppointmentLearn how to duplicate or copy an appointment in ZenMaid to adjust team members, arrival times, schedules, pricing, or other details without starting from scratch.
- 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 ZenMaidLearn how to access and navigate the different scheduling views in ZenMaid, including Calendar, List, Dispatch, and Map View, to manage your appointments efficiently.
- 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.
- Editing One Appointment in a Recurring ServiceLearn to edit a single appointment from a recurring service without affecting the future appointments.
- How to Color-Code the Appointments on the CalendarLearn how to color-code appointments on your ZenMaid calendar by cleaner, team, status, recurrence, or payment to make your schedule easier to read at a glance.
- 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.
- How to Reschedule Appointments Using Drag and Drop in ZenMaidLearn how to use the drag and drop feature to reschedule appointments, adjust dates and times, and apply changes to future recurring appointments in ZenMaid.
- 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…
- 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 a One-Time AppointmentLearn how to delete or cancel a one-time appointment from your schedule in ZenMaid.
- 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 Filter Appointments on the CalendarLearn how to filter appointments in ZenMaid by cleaner, team, status, recurrence, or payment across Calendar View, Dispatch View, and List View.
- 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 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.