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Last Updated: 08/27/2024
in Getting Started Navigation How to navigate serviceminder.
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Overview If you aren't familiar with the visual "wysiwyg" editor common to email and blog platforms, you might feel a little lost when creating or editing your email templates. We've outlined some common questions and tips below so you can make you...
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Overview Text templates can be created in the Ad Hoc Email editor and used for client communication, either automatically or manually. Settings and Navigation Go to Control Panel > Ad Hoc Email . Navigate to an existing Ad Hoc email that's ...
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What is A2P 10DLC? This stands for "application to person 10 digit long code" which means businesses using an application (service minder .io) to text via a 10 digit phone number. You must register your business entity and contact information to e...
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Overview The Two-way Texting add-on has a built-in auto-responder for common inquiries. By far the most question from customers is a request for information about their next appointment. Video Tutorial For in depth knowledge about Two Way Texti...
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Last Updated: 08/16/2024
in Operations and Reports
Overview Custom Fields allow an organization or brand to include more unique information fields or identifiers needed for operations. For instance, a popular Custom Field for Contacts, is including if they are Residential or Commercial customer...
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Overview
Everyone who needs to log in to service minder must be set up as a User. Users must have a name and an email address. Any user who will also be going on appointments will need a Service Agent created and connected to their Us...
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Overview Services are the core of service minder scheduling system. They define how things are scheduled, workflow options as well as recurring or subscription appointment options. This article will review:
Settings and Navigation...
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Last Updated: 08/09/2024
in Services and Parts Services
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...
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Overview This is a general timeline of onboarding a new brand within service minder. These are the steps of the process that your brand most likely went through when they first joined service minder. Most likely, a brand will not need to go thr...
