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Overview
This article will review:
Settings and Navigation
Standard Permissions
Schedule/Inventory Permissions
Full List of User Permissions
Permission Groups
FAQs
Settings and Navigat...
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Last Updated: 10/03/2025
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...
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Last Updated: 10/03/2025
in Brand Administration
Overview ServiceMinder empowers each brand to manage its own set of user roles, providing granular control over access and permissions. Whether you're onboarding a new team member or adjusting responsibilities as your business evolves, customized...
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Last Updated: 10/03/2025
in Services and Parts 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 wh...
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Last Updated: 10/03/2025
in Services and Parts Services
Overview
This article explores the Duration and Pricing section of the Service settings page ( Control Panel > Services > Edit or Add ).
This article will review:
About Duration and Pricing Settings
Base Price vs....
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Last Updated: 10/03/2025
in Services and Parts Services
Overview This article explores the Repeating/Chaining Options section of the Services settings ( Control Panel > Services > Edit or Add ).
This article will review:
Recommended Interval
Queue Date
...
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Last Updated: 10/02/2025
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 where you can edit or add a service. Each service in service minder has a Sche...
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Last Updated: 10/02/2025
in Services and Parts Services
Overview
Invoicing Mode settings determine how and when invoices are created from your services in service minder . Each service can be configured with both a Finish Action (what happens when an appointment ends) and an Invoicing M...
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Overview This article outlines key settings that impact every proposal you send to contacts. To control master settings for all proposals, navigate to Control Panel > Proposals .
This article will review:
General Settings
R...
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Last Updated: 10/01/2025
in Getting Started Account Set-Up Overview If you use QuickBooks Online as your bookkeeping software, you'll be happy to know we have an integration between the two platforms! Once the integration is active, our system can automatically sync relevant contact, invoice, and payment i...
