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Overview Recurring Appointments is a scheduling option which allows you to create appointments that are set to occur on a regular basis. If you need to revisit a customer every two weeks on Wednesday at 9:00 am, this would be the way to do it. ...
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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.
This...
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Overview Teams are a way of grouping individual service agents together if you have multiple agents that work appointments. The simplest way of doing it is creating a "vehicle/truck" within service minder then placing agents into that truck. Y...
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1. Is there a way to cancel the start of an appointment if you accidentally hit start? In the app there's an "Unstart" option, if you go to the appointment. You can also go to the appt in the web view, click Edit, and scroll down to the bottom...
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Overview
In our Knowledge Base, you will see other articles that provide more detail about specific reports. This article will show you how to select reports to save in your favorites list.
This article will review:
Setti...
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Last Updated: 09/29/2025
in Getting Started
Overview If you have a question or encounter an issue, you have two primary options for support:
Contact your Brand Administrator
Submit a Support Ticket
ServiceMinder does not provide real-time phone support. Instead, we use a...
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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 User.
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Last Updated: 09/29/2025
in Getting Started Account Set-Up
Overview To accept payment through service minder , you will need to connect a payment provider. You will need to contact your merchant processor to apply if you are a brand new business and getting set up for the first time. We will need your to...
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Last Updated: 09/29/2025
in Getting Started Account Set-Up
Overview
Ready to go live with your serviceminder account? This checklist covers the must-do steps before you begin taking bookings.
Your brand may have more specific guidance, so check with your Brand Administrator before proce...
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Last Updated: 09/29/2025
in Getting Started Account Set-Up
Overview To fill in your general business information, g o to Control Panel > General Settings . This article will review each section of this page.
Please note that only certain User Permissions can access this area of service minder...
