ZenMaid

1. Click Add Appointment

   From the customer's customer page click the customer's name, then click the Add Appointment button in the bottom left to open the appointment booking flow.

2. Drag on Calendar

   Open your ZenMaid calendar and drag down for the time slot length you need to create a new appointment directly on the calendar.

3. Use search function to select customer

   When the appointment modal appears use the search function drop-down to find and select the customer you want to book, then click Proceed to next step.

4. Confirm auto-populated customer record

   On the next page confirm that the customer's address, phone number and email have been pulled into the form so you don't need to retype contact details.

5. Select Recurring

   Choose between One-time service and Recurring service and click Recurring to enable repeat scheduling for this appointment.

6. Set end date and frequency

   Set an End date (example: about a month from today) and choose the recurrence frequency (for example, every two weeks) to define the repeat schedule.

7. Scroll and Click Edit to add cleaners

   Scroll down and click Edit to add assigned cleaners; select yourself or the employees you want to assign, or choose Teams from the drop-down if you use teams.

8. Open Account settings to enable Teams (if needed)

   If you want to assign Teams, click Account settings in the top right corner to enable or configure Teams before assigning them to the appointment.

9. Enter price and Click Create Appointment

   Enter the appointment price, mark if it has already been paid, then click Create Appointment to save the recurring booking to the calendar.

10. Send Appointment Reminder or Work Order

    From the created appointment send a text Appointment Reminder to the customer or a Work Order to the employee (Work Orders include a clickable address), or configure appointment reminder/follow-up/confirmation emails and SMS to be sent automatically.

1. Click an empty time slot on your calendar

   Open the ZenMaid Calendar and click an empty time slot (or click-and-drag down) to create a new appointment for the desired meeting start time and duration.

2. Enter the customer’s name in the appointment side panel

   In the appointment side panel that opens, type the meeting contact or customer name into the customer field (use your company or a placeholder contact if this is an internal CSM meeting).

3. Enable the Recurring option

   In the appointment details panel, toggle on the Recurring option so recurrence controls become available.

4. Choose recurrence using the Repeats control

   From the recurrence dropdown (Repeats), select the repeat frequency and set it to weekly (e.g., Repeats every week or Weekly) and specify the weekday you want the meeting to occur on.

5. Set an end date for the recurring series

   In the recurrence settings, set an End Date or number of occurrences for the series (the Help Center recommends confirming an end date within the visible window).

6. Select the employee(s) to assign (choose your CSM)

   Scroll down in the appointment details and select the employee(s) that should receive the work order—choose your CSM from the employees list or select a Team from the dropdown if you route by Team.

7. Enter price or payment status (optional)

   If required for the appointment record, enter the Price and mark Paid/Ahead-Of-Time as appropriate in the appointment panel.

8. Click Create appointment (or Save)

   Finalize the series by clicking Create appointment (or Save/Save Changes) in the appointment panel to create the recurring weekly meeting in ZenMaid.

9. Edit recurring service to adjust future weekdays or dates

   If you need to change weekday or future dates after creation, click the appointment, select Edit recurring service, open Manage Recurring Service, click Edit, adjust Repeats and the On the (weekday/date) settings, click Save Changes, then refresh the calendar to view updated dates.

1. Click Settings > Invoicing Settings page

   Open ZenMaid and navigate to Settings, then open the Invoicing Settings page to access invoice-related configuration and templates.

2. Click Settings > Client Billing > Tip Requests

   From Settings, go to Client Billing and select Tip Requests to view the tip-related message templates and toggles (useful when you want payment prompts tied to invoice payment).

3. Toggle Enable Tips Request

   In Tip Requests, turn on the “Enable Tips Request” toggle to activate automatic tip/payment prompts that can be sent by email or SMS during invoice payment.

4. Click Edit next to SMS or Email

   Click “Edit” next to SMS or Email within Tip Requests (or within the Invoicing Settings templates area) to open and customize the message text used for invoice-related communications.

5. Turn on During invoice payment

   While editing the template in Tip Requests, turn on “During invoice payment” to add the prompt or message when clients interact with an invoice payment flow.

6. Set payment terms and due dates

   In Invoicing Settings, configure your default payment terms and due dates so invoice reminder timing aligns with your billing rules and client expectations.

7. Preview invoices, emails, and SMS messages

   Use the preview feature in the Invoicing Settings and template editor to confirm the exact email and SMS wording and ensure payment links or prompts appear correctly before leaving the editor.

Yes u2014 ZenMaid will import your contacts and calendar for you free of charge to help you get started quickly.

You own any and all data you keep in ZenMaid; the service only has the rights necessary to assist with your account.

You can cancel anytime. ZenMaid offers month-to-month plans with no long-term commitment.

Yes u2014 new users receive a 14-day free trial with no hidden fees.

Yes u2014 ZenMaid states that payment and customer information is kept secure.