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Overview This article will review:
Settings and Navigation
Creating and Managing a Project
Tracking and Visualizing Projects
Project Invoicing Options
FAQs
Watch a Project Management and Scheduling Webin...
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Overview
These are settings and descriptions based around communication for appointments with Contacts. These include En Route messages as well as sending confirmations and reminders for booked appointments in text and email formats.
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Last Updated: 08/29/2025
in Getting Started
First-Time Login Instructions When someone creates a user account for you in service minder , you should get an email prompting you to set your password. If that email does not come through to your inbox right away, you can follow these steps: ...
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Overview Automated emails are sent by service minder when certain events happen, such as an appointment is scheduled or completed. By default, each org has the exact same versions of these emails. However, a brand may choose to edit these to be ...
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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 mini...
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Overview
Color blocks can be enabled to help you visualize the appointments on your calendar. You may find it helpful to glance at an appointment and tell by the color block which service is being provided or quickly tell how busy a Ser...
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Overview In addition to tracking a user's regular appointment schedule, one can also create a record of company holidays, vacation time, personal appointments, staff meetings, or any impromptu departure from their regular schedules. You have two ...
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Last Updated: 08/21/2025
in Contact Management
Overview By default, all templates that service minder builds on your behalf will include the Unsubscribe button. This is mandatory for all email communications to adhere to legal requirements. 1. Does the “Do Not Email” checkbox, include bo...
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Last Updated: 08/20/2025
in Contact Management Overview On several grids, you have the ability to download and upload. This is useful for saving or sharing data, but it also allows you to make bulk changes via Excel and then quickly implement those changes into service minder .
This artic...
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Overview
Invoices are the final bill within service minder. Depending on your workflow, they may be created automatically when a proposal is accepted or when an appointment is completed. Sometimes you may need to create a an invoice manual...
