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Overview In this article, we walk you through how to investigate payment declines and process refunds. There are two ways to refund: either a payment or a deposit. Payments are on invoices while deposits are on proposals.
This article wi...
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Last Updated: 09/30/2025
in Services and Parts Services
Overview Services are the core of service minder scheduling and workflow. Every appointment, proposal and invoice will have a Service associated with it. The name you give a service is what will show up when you're scheduling, for example, or ...
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Overview
If your business uses gift cards or gift certificates you can manage them in service minder by creating a Part to represent the value. Think of it as a stand-in for the gift card, similar to how you might handle a credit memo.
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Overview ServiceMinder provides End of Period (EOP) reporting to calculate royalties and fees. Depending on your brand’s configuration, the report runs on either a weekly (EOW) or monthly (EOM) basis, as determined in your Franchise Disclosur...
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Overview Scheduling configurations will determine the frequency of appointments you are offering, how appointments display on your calendar, whether or not customers can schedule their own appointments in the contact portal and much more. This ...
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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 scheduling featur...
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General FAQs Who do I contact for help? Email support@serviceminder.com . One team handles it all. What are the fees and rates for serviceminder|pay? serviceminder|pay uses transparent, flat-rate pricing. Credit card transactions cos...
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Overview
Did you know the average franchisee pays around 3.5% in payment processing fees, which can limit growth potential? That’s why we’re offering a solution to help our clients eliminate these high fees— serviceminder|pay . With ...
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Overview ServiceMinder offers a robust suite of email and notification options to keep your team and clients informed. Notifications can be sent to internal users, service agents, and external contacts. This guide covers how to configure internal...
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Overview The Time Clock feature in service minder enables organizations to track user work hours by allowing users to clock in and out through the mobile app or desktop interface. This guide outlines how to enable the feature, how users intera...
