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Last Updated: 08/11/2026
in What's New? Latest Updates
Overview Your map just got a lot more useful. It now shows individual appointments (not just contacts), lets you bulk-reschedule straight from the map, and displays pins and tooltips that reflect real-time status. Route Builder also got two upgra...
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Overview
Moving data is sometimes something a Brand Admin can accomplish without the assistance of SM Support. Other times for large transfers of data, you may need to send a support ticket for our database team to assist. They cannot alway...
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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.
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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 schedulin...
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Last Updated: 07/17/2026
in Brand Administration 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...
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Last Updated: 07/17/2026
in Operations and Reports API
Overview
This guide outlines the recommended best practices for integrating with the ServiceMinder API. Following these guidelines will help you build secure, reliable, and scalable integrations while minimizing unnecessary API traffic.
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Last Updated: 07/16/2026
in Operations and Reports
Overview
Shortcodes are keywords that service minder uses to insert pieces of information into email and print templates. For example, an organization may want the service agent's name and appointment date/time included on an email tem...
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Overview Two-Way Texting gives your organization a dedicated business texting number and a full messaging workspace inside ServiceMinder. With this feature, your team can send and receive text messages directly with customers or service agents,...
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Overview
Brand-level Reports and Downloads can be found within the Dashboard. They each have their own tab at the top of the page. Reports can be viewed and worked with directly in service minder before downloading, whereas Downloads have ...
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Last Updated: 06/29/2026
in Operations and Reports API Overview As with all things in service minder , there are settings controlled by the organization and higher levels of control at the brand-level. The distinction between organization (franchisee) and brand (franchisor) allows for separation of wha...
