How to manually create a new job
From the Zenbooker admin, click Jobs on the sidebar. Then click the Create Job button in the upper-right corner.
First, Zenbooker needs to know who this job is for.
If the job is for an existing customer, use the search bar under the Customer heading to find and select an existing customer profile.
If the job is for a new customer, create a new customer profile by clicking New Customer.
Enter their name and address, then click the Save Customer button at the bottom.
Note: A customer may have multiple addresses associated with their profile. If you want to use an address other than their default address, click the Edit button in the Service Address card and select one of their other properties from the list.
Next, you'll select which service you'll provide at this job.
Under the Services heading, use the search bar or the Browse Services button to find and select the service for this job.
Select the service modifiers for the job and answer any intake questions attached to the service. Once you're done, click Save.
If this job is for a service you do not currently offer, click Add Custom Service or Item.
You can then enter the name, price, and duration of this custom service. When you're done, click Save.
Next, you'll select the date you want this job to take place.
Scroll down to the Schedule card. At the top of the card, you can see the job's length, the number of workers required, and the required skills.
Below that, you can choose whether this will be a One Time job or a Recurring Job.
To select a date and time for this job, click the Find a Time button.
By clicking on different days, you can view time slots that indicate which providers are available at specific times.
Select your preferred timeslot and then click the Confirm button.
To assign this job to a team member, click the Assign button.
A pop-up will display which team members are Available and which team members are Unavailable for this timeslot.
Select an Available team member, then click Done at the bottom.
If you prefer to offer this job to team members instead of assigning it directly, you can click the checkbox next to Offer job to service providers.
After assigning the job, click the Schedule Job button in the top-right corner to save this job to your schedule.
Notification Preferences
If the customer has an email address associated with their profile, the Email notification toggle is on by default when creating a job from the dashboard.
To change customer notifications for an individual job, click the toggles next to Emails and Text messages inside the Customer card.