Updated Articles

  1. 10DLC Campaign Compliance Checklist

    ServiceMinder — Client Resource. Based on Twilio review criteria & CTIA Short Code Handbook v1.9. First Draft — April 2026. Severity Guide Sev 0 — Immediate rejection or suspension Sev 1 — Serious — likely rejected Sev 2 —...
  2. Route Optimization and Fleet Routing

    Overview Route Optimization and Fleet Routing are both add-on services. If you have not purchased them as part of your service minder  subscription, then you will not be able to use these features. You can purchase them by going to Marketplac...
  3. The Contact Portal and Self-Scheduling

    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...
  4. Scheduling Settings

    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 ...
  5. ServiceMinder|Pay - Token Transfers

    Migrating Tokens to ServiceMinder Pay If you're switching your payment processing to ServiceMinder Pay , you may need to transfer existing card tokens from your current provider. The process varies depending on your current processor. Before r...
  6. Managing Users and Service Agents in Organizations

    Overview This article is for Brand Administrators. Actions explained in this article require access to the Dashboard. This article will review: Settings and Navigation Managing Users Managing Service Agents Permissio...
  7. ServiceMinder|Pay

    Overview Did you know the average franchisee pays around 3.5% in payment processing fees, which can limit growth potential? That’s why we’re offering a solution to help our clients eliminate these high fees— serviceminder|pay . With servi...
  8. Automatic Payments, Recurring Billing, and Consolidated Statements

    Overview ServiceMinder offers several flexible billing options designed to reduce manual work, improve cash flow, and simplify the customer experience. This article explains how each option works, when to use it, and how they fit toge...
  9. ServiceMinder|Pay - FAQs and Glossary

    This article will review: General FAQs Chargeback FAQs Glossary of Terms Guide to Using the Forward Merchant Portal General FAQs Who do I contact for help? Email support@serviceminder.com . ...
  10. Service Settings: Invoicing Mode

    Overview Invoicing Mode settings determine how and when invoices are created from your services in service minder . Each service can be configured with both a Finish Action (what happens when an appointment ends) and an Invoicing Mod...