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Overview There are many different types of emails and notifications that service minder can send out to your users, and service agents. Each of these notifications can be toggled on and off to help you control what kinds of emails people will re...
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Last Updated: 11/08/2024
in Operations and Reports API
Overview An application programming interface (API) key is a code used to identify and authenticate an application or user . API keys are used extensively by many brands and organizations in service minder . They act as a unique identifier and p...
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Overview
In addition to tracking a user's regular appointment schedule, one can also create a record of company holidays, vacation time, personal appointments, or any impromptu absence from their regular schedules.
You have two opti...
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Last Updated: 12/20/2024
in Services and Parts Services Overview In the Invoicing section of a Service ( Control Panel > Services > Edit or Add ) there are two drop downs that control automations for that service: 1. Finish Action 2. Invoicing Mode To understand these two settings let...
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Overview
Automatic payments are a convenient way to streamline billing by securely charging a customer's saved payment method on a set schedule or upon completion of a service. This helps businesses get paid faster, reduce manual work, and mi...
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Overview service minder Drips allows you to hook into all sorts of events in real time. Drips is the heart of service minder automation and integration capabilities. You can build sophisticated automations and integrations. If you really want t...
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Overview
Here you may learn how to charge a customer a finance charge and/or credit card surcharge (credit card convenience fee) on an invoice.
Before you set up a Credit Card Surcharge in our system, please review your state's surch...
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Last Updated: 11/07/2024
in Getting Started Account Set-Up
Overview
In our Knowledge Base, you will see other articles that provide more detail about specific reports. This article will show you how to select reports to save in your favorites list.
This article will review:
Setti...
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Last Updated: 10/23/2024
in Contact Management
Overview On several grids, you have the ability to download and upload. This is useful for saving or sharing data, but it also allows you to make bulk changes via Excel and then quickly implement those changes into service minder . Downloading ...
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Last Updated: 11/07/2024
in Getting Started Account Set-Up
Overview
To accept payment through service minder , you will need to connect a payment provider. You will need to contact your merchant processor to apply if you are a brand new business and getting set up for the first time. We will need yo...
