1h ago
Stand-By appointments make customers show as "Former customer"
Customers whose upcoming appointments are all set to Stand-By get tagged "Former customer," even though they're still on a recurring schedule. That's because the default Stand-By status isn't included in payroll or work orders, so ZenMaid doesn't count those appointments.
Some businesses use Stand-By for customers who are still active but need each visit confirmed before it's scheduled. Their contact list then shows these customers as Former, which makes them hard to tell apart from customers who actually left.
The current workaround is to turn on "Include in work orders & route sheets" for Stand-By, then open each customer and click Edit > Save to refresh the tag. That has a side effect: any assigned Stand-By appointments show up on cleaners' work orders.
Request: a customer status for customers on standby or on hold, or a setting that lets Stand-By appointments count as active without adding them to work orders or payroll.
Pending