Updated Articles | ServiceMinder

ServiceMinder|Pay - Token Transfers

Last Updated: 03/05/2026 in Proposals, Invoices, and Payments Payments ServiceMinder Pay

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...
The Contact Portal and Self-Scheduling

Last Updated: 02/27/2026 in Calendar, Maps, and Scheduling 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...
Managing Users and Service Agents in Organizations

Last Updated: 02/27/2026 in Brand Administration Managing 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...
ServiceMinder|Pay

Last Updated: 02/06/2026 in Proposals, Invoices, and Payments Payments

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...
Automatic Payments, Recurring Billing, and Consolidated Statements

Last Updated: 02/06/2026 in Proposals, Invoices, and Payments Payments

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...
ServiceMinder|Pay - FAQs and Glossary

Last Updated: 02/05/2026 in Proposals, Invoices, and Payments Payments ServiceMinder Pay

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 . ...
Service Settings: Invoicing Mode

Last Updated: 02/02/2026 in Services and Parts Services

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...
Web Navigation

Last Updated: 01/30/2026 in Getting Started Navigation

How to navigate serviceminder.
Proposals in the Mobile App

Last Updated: 01/29/2026 in Mobile App

Overview This article walks through how to create and send a proposal in ServiceMinder, from selecting a contact to reviewing pricing, deposits, and delivery options. You’ll also learn how to schedule an appointment directly from an accepte...
Payment Methods, Payment Plans, and Recurring Billing

Last Updated: 01/22/2026 in Proposals, Invoices, and Payments Payments

Overview Managing how and when your customers pay is a crucial part of running a smooth operation in serviceminder. This article provides an overview of the different tools available to help you streamline payments, including Payment Meth...