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Birdeye Collect reviews, convert leads, run surveys, text customers - all in one place. As soon as an appointment is completed or a customer is invoiced, we'll automatically send their info over to Birdeye. They'll take everything from there. W...
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Last Updated: 09/29/2025
in Contact Management
1. Can I remove or disable the email option for a contact? You cannot remove the email field entirely or disable the option system-wide. However, contacts can be unsubscribed from marketing emails. Contacts can unsubscribe themselves using the...
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Overview There are many reports that you can run in service minder . These are appointment-specific ones for monthly or year-over-year reporting. Reports can be found in the navigation menu. If you go to the Reports > Downloads tab , you ...
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Last Updated: 08/11/2026
in Contact Management
Overview Contact Settings can be found in the Control Panel.
This article will review:
General Settings
Presentation
Defaults
General Settings
Learn more about Contact Managed By and Contact Ow...
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Last Updated: 05/28/2026
in Mobile App Overview The mobile app was initially designed for agents, in the field, to be able to start, work and finish appointments. Over the years, we've added more "owner in the field" capabilities and access so business owners can "run their business" on...
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Overview Triggers are the "When" and Actions are the "What" . So you are telling service minder to look for something to happen and then do set into motion which actions. There are similarities between what you can do for both triggers and ...
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Last Updated: 09/08/2026
in Operations and Reports API
Overview As with all things in service minder , there are settings controlled by the organization and higher levels of control at the brand-level. The distinction between organization (franchisee) and brand (franchisor) allows for separation of...
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Overview Capacity and Demand go together to create better scheduling and routing of agents and teams. It takes into account what supply is available for the demand of that day's appointments.
This article will review:
Settings...
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Last Updated: 09/29/2025
in Getting Started Account Set-Up
Overview
Ready to go live with your serviceminder account? This checklist covers the must-do steps before you begin taking bookings.
Your brand may have more specific guidance, so check with your Brand Administrator before proce...
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Overview
This article will review:
Settings and Navigation
Creating and Managing a Project
Tracking and Visualizing Projects
Project Invoicing Options
FAQs
Watch a Project Management and Sched...
