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Last Updated: 06/13/2025
in Contact Management
Overview
Tags and Categories allow you to separate your contacts into various groups. Each contact only has one Category, but can be assigned multiple Tags. You can change a contact's tags and categories as needed.
Think of Categories ...
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Last Updated: 06/13/2025
in Marketing and Templates
Overview
Successful email delivery depends on a combination of technical setup, content quality, and user engagement. This article covers how service minder handles email delivery using industry best practices, explains how to interpret bo...
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Overview Automatic payments are a convenient way to streamline billing by securely charging a customer's saved payment method on a set schedule or upon completion of a service. This helps businesses get paid faster, reduce manual work, and minimize...
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Overview service minder supports templating for email messages, text and voice messages and printed documents. The composition languages for each are different, but the underlying personalization and customization features are identical. Whethe...
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Last Updated: 06/12/2025
in Operations and Reports API
Overview An application programming interface (API) key is a code used to identify and authenticate an application or user . API keys are used extensively by many brands and organizations in service minder . They act as a unique identifier and p...
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Last Updated: 06/12/2025
in Operations and Reports API
Overview In order for a brand to have custom reporting against your service minder data, the data needs to be pulled out of service minder and loaded into a different database. Depending on how "current" the brand wants data to be, there are a ...
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Last Updated: 06/12/2025
in Mobile App
Overview 1. Find the Contact From the home screen , use the search bar to find the customer.Type their name and press Return or tap the blue magnifying glass icon.Select the contact’s name to open their Contact Details page. 2. ...
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Overview
Tracking performance data shouldn't be a manual chore. With service minder 's Report Subscriptions add-on, brands and organizations can automate the delivery of key reports and data exports, saving time and ensuring consistent ...
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Last Updated: 06/09/2025
in Contact Management Overview This page covers additional features around labeling multiple Contacts under a single "controlling" Contact to make it easier for billing and scheduling. Need some extra contact information on your customer? Does one property manager have ...
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Last Updated: 06/09/2025
in Contact Management
Overview
This article will review:
Settings and Navigation
Contact Details
Address
Measuring Contact Location Area
Contact Notes
Flash Message
Contact Referrals
FAQs
Video...
