Services

Articles

About Service Settings
Overview Services are the core of service minder  scheduling and workflow. Every appointment, proposal and invoice will have a Service associated with it. The name you give a service is what will show up when you're scheduling, for example, or cr...
Service Settings: Scheduling Mode
Overview Services are the top level element that controls scheduling, pricing, and invoicing. To find these settings you can go to Control Panel > Services > Edit the service. Or you can Add a new service.  Scheduling Mode Located in the...
Service Settings: Invoicing Mode
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...
Service Settings: Duration and Pricing
Overview This article explores the Duration and Pricing section of the Services settings ( Control Panel > Services > Edit  or Add ).  About Duration and Pricing Settings Please keep in mind that you only need to fill out what has a (*) nex...
Service Settings: Repeating Chaining Options
Overview This article explores the Repeating/Chaining Options section of the Services settings ( Control Panel > Services > Edit  or  Add ).  This article will review: Recommended Interval Queue Date ...
Subscription Style Services
Overview If you have services that are delivered over a series of appointments, you may have what we call Subscription Style Services Subscription-style services are used for cases where you want to schedule a fixed length service where the appo...