Scheduling

Overview When it is time to schedule an appointment on the calendar, there are a few places you can go depending on your workflow. Scheduling appointments can happen on the Appointments Grid, on a Contact Detail Page, directly on an Accepted Prop...

1. Is there a way to cancel the start of an appointment if you accidentally hit start? In the app there's an "Unstart" option, if you go to the appointment. You can also go to the appt in the web view, click Edit, and scroll down to the bottom a...

Overview Scheduling configurations will determine the frequency of appointments you are offering, how appointments display on your calendar, whether or not customers can schedule their own appointments in the contact portal and much more. This ar...

Overview Teams are a way of grouping individual service agents together if you have multiple agents that work appointments. The simplest way of doing it is creating a "vehicle/truck" within service minder  then placing agents into that truck. Y...

Overview These are settings and descriptions based around communication for appointments with Contacts. These include En Route messages as well as sending confirmations and reminders for booked appointments in text and email formats. This a...

Overview Recurring Appointments is a scheduling option which allows you to create appointments that are set to occur on a regular basis. If you need to revisit a customer every two weeks on Wednesday at 9:00 am, this would be the way to...

Overview Services are the core of service minder  scheduling system. They define how things are scheduled, workflow options as well as recurring or subscription appointment options. This article will review: Settings and Navigation...

Overview It happens. Something doesn't go as expected with a job, and your agents need to go back and make a correction. As a business owner, this can be costly. Tracking rework appointments allows you to keep up with these expenses, bett...

Overview The Contact Portal serves two functions: allowing customers to view their account information and to self-schedule their appointments. You also have the choice to enable the online account feature while disabling online scheduling featur...

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: ...

Overview There are many reports that you can run in service minder . These are three appointment-specific ones for monthly or year-over-year reporting.  Appointment Reports Go to Reports > Reports tab to find the following.  Appointment ...

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 Schedu...