Updated Articles

  1. Branding Email Campaigns

    Overview Branding Email Campaigns are crucial for maintaining consistent communication with your customers, promoting new products or services, and driving engagement. It helps in building brand loyalty and can significantly impact your marketing...
  2. User Permissions

    Overview This article will review: Settings and Navigation Standard Permissions Full List of User Permissions Permission Groups FAQs Settings and Navigation To access the full list of pe...
  3. 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 service...
  4. Calendar

    Overview The Calendar module is the core tool for managing your schedule. It includes three views: Month, Week, and Day. In all views, you can download the displayed appointments, drag and drop to reschedule, or click to add new appointments. ...
  5. Email Campaigns

    Overview Email remains one of the most effective, low-cost ways to stay in touch with your customers, boost brand visibility, and generate revenue. While service minder already includes powerful communication tools like appointment confirmatio...
  6. Part Settings: Part Distribution

    Overview Part Distribution  refers to the functionality within service minder to automatically or manually attach parts (aka items) that are necessary for an appointment.  You can utilize Part Distribution for either Recurring or Subscription...
  7. 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...
  8. End of Month/Week Reporting

    Overview The End of Month/Week report is designed to calculate royalties and fees. This report gives the franchisor an aggregated view of the brand, but it also eliminates the "surprise" on a franchisee's side of what royalties are due. A brand...
  9. TaskBoards

    Overview Imagine being able to organize your workflow visually—moving tasks, prospects, appointments, or proposals through stages just like a sales or project pipeline. That’s the concept behind TaskBoards . This article will review: ...
  10. Appointments on the Mobile App

    Overview Depending on the organization's workflow/processes, and what type of appointment is scheduled (i.e. Sales vs. Service,) running an appointment on the mobile app can vary greatly. In this section, we're going to explain the "basics" of ap...