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Scheduling a Monthly and Weekly Check In Event on MC

Purpose: To create recurring reminder events in Maid Central (MC) that prompt Cleaning Technicians (CTs) to complete their required check-in forms and schedule their check-in meetings.

Step 1: Review the Check-In Google Sheet

  • Open the Check-In Google Sheet.
  • Identify the CTs who require Monthly Check-Ins/Weekly Check-Ins
  • Note the required scheduling date for each CT.

Step 2: Open Maid Central

  • Log in to Maid Central.
  • Select the appropriate task start date based on the Check-In Google Sheet.

Step 3: Create a New Event

  • Create a new event in Maid Central.
  • Complete all required event details as outlined below.

 

Title:

  • 📋 Monthly Check-In Form Due / Formulario de Registro Mensual Requerido
  • 📋 Weekly Check-In Form Due / Formulario de Registro Semanal Requerido

 

Office Location: Main Office 

Date and Time: 

  • Refer to the Check-In Google Sheet for the task Start Date
  • Duration: 30 minutes
  • Schedule the event before the CT’s first cleaning appointment whenever possible

If the first cleaning appointment is very early in the morning, schedule the event after that appointment

Repeats: 

  • Monthly: 4 weeks 
  • Weekly 1 week

 

End Date: 

  • Monthly Check In: Never
  • Weekly Check In: On/Before Date of their 90th day

 

Pay Type: N/A 

Team(s): Add the CT 

Tags: Monthly Check In/Weekly Check In 

Event Notes: Double check that you add it under EVENT NOTES and not on EVENT SCHEDULE NOTES 

Monthly Check In 

Please complete your required Monthly Check-In Form and schedule your required 10-minute Monthly Check-In with Anita.

Form Link:

https://api.leadconnectorhq.com/widget/survey/7AWFNL1FskdV9prkC0x2 

The form should take approximately 5–10 minutes to complete. Once submitted, you will be directed to schedule your Google Meet appointment.

This Monthly Check-In is a required part of your job responsibilities and must be completed every 4 weeks.

Español

Por favor complete su Formulario de Registro Mensual obligatorio y programe su reunión mensual obligatoria de 10 minutos con Anita.

Enlace del formulario:

https://api.leadconnectorhq.com/widget/survey/7AWFNL1FskdV9prkC0x2 

El formulario toma aproximadamente entre 5 y 10 minutos para completarse. Una vez enviado, será dirigido(a) para programar su cita por Google Meet.

Esta Reunión Mensual es una parte obligatoria de sus responsabilidades laborales y debe completarse cada 4 semanas.

Weekly Check In 

Please complete your required Weekly Check-In Form and schedule your required 10-minute Weekly Check-In with the Office.

Form Link:
https://api.leadconnectorhq.com/widget/survey/m1XlwfWlOSzcVa9hgmF3

The form should take approximately 5–10 minutes to complete. Once submitted, you will be directed to schedule your Google Meet appointment.

This Weekly Check-In is a required part of your job responsibilities and must be completed every week.

Español

Por favor complete su Formulario de Registro Semanal obligatorio y programe su reunión semanal obligatoria de 10 minutos con la Oficina.

Enlace del formulario:
https://api.leadconnectorhq.com/widget/survey/m1XlwfWlOSzcVa9hgmF3

El formulario toma aproximadamente entre 5 y 10 minutos para completarse. Una vez enviado, será dirigido(a) para programar su cita por Google Meet.

Esta Reunión Semanal es una parte obligatoria de sus responsabilidades laborales y debe completarse cada semana.