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Last Updated: 11/11/2024
in Contact Management Overview There are many possible reporting and tracking capabilities for the contacts within your service minder account. There are brand-level reports and there are organizational-level reports. For this article, we will focus on org-level report...
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Overview Many businesses have service agents who will potentially receive a tip from a customer. Make it easy for that customer to leave a tip via service minder payments when they are short on cash!
This article will review:
Manu...
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Overview The Pipeline report provides a summary of your entire revenue pipeline. You can filter by date range, GeoZone, Service, or Accounting Classes. Main Information The top bar contains the fields for modifying the date range of the repo...
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1. If the brand builds and launches changes to the taskboard, will all of my cards on the taskboard disappear and be wiped out? It could. Usually, if the taskboard swim lanes don't change that much - all contacts and proposal cards stay where the...
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Last Updated: 06/02/2025
in Mobile App Overview While the Mobile App will ALWAYS be an "online" tool - that is, the user needs to have cellular data or wifi available to access all functionality, we have developed some "offline features" which help users on those days where there's not ...
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Overview Accounting classes are ways that include royalties with owned territories for a more comprehensive end of period reporting. Usually, the service minder team sets this up for the brand during onboarding. If you have a new franchisee onbo...
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Overview If you aren't familiar with the visual "wysiwyg" editor common to email and blog platforms, you might feel a little lost when creating or editing your email templates. We've outlined some common questions and tips below so you can make you...
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Overview This is a general timeline of onboarding a new brand within service minder. These are the steps of the process that your brand most likely went through when they first joined service minder. Most likely, a brand will not need to go thr...
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Overview Text templates can be created in the Ad Hoc Email editor and used for client communication, either automatically or manually. Settings and Navigation Go to Control Panel > Ad Hoc Email . Navigate to an existing Ad Hoc email that's ...
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Last Updated: 11/08/2024
in Operations and Reports API
Recurring Appointments When it comes to Recurring Appointments , this is an area where the data warehouse is a bit stronger. Due to recurring appointments functionality, the system is constantly making and deleting appointments, so they aren't...
