Is the ServiceMinder integration available on all Setmore plans?

Yes, the ServiceMinder CRM integration is available to all Setmore Free, Pro or Team customers. Create your account to start syncing your customer data to ServiceMinder.

Can I add new data fields to my Booking Page’s customer intake form?

Yes. You can add new contact fields to your Booking Page form by heading to Settings > Booking Page > Booking Policies . Read our illustrated guide to personalize your customer intake form >

How do I retrieve my ServiceMinder API key?

Log into your ServiceMinder account and head to Administration > Control Panel > API Keys . Click ‘Add’ to create a new key, then select and copy the API key from the ‘Key’ column.

Will Setmore automatically export all existing customer contacts?

No. This integration only exports new customer contacts, created after activation. New contact details are pushed from your calendar, Booking Page and app’s ‘Customers’ list. You can, however, export a spreadsheet of all your existing customers and upload it to ServiceMinder.

Export customer contacts to ServiceMinder

Automatically sync new contact details from Setmore to your ServiceMinder account.

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Grow your ServiceMinder customer list
Whenever an appointment is set through your Booking Page or calendar, the customer details are fired over to your preferred ServiceMinder list.
Wave goodbye to manual updates
Your newest Setmore customer contacts automatically sync with your ServiceMinder list, so you can be confident your teams have access to up-to-date data.
Power-up your email marketing
Push new contact details to your ServiceMinder drip campaigns and ensure your business stays connected with first-time customers and prospects.

Auto-sync customer details and save time

ServiceMinder is a field service management (FSM) platform that enables businesses to manage their operations in one place. Activating the Setmore-ServiceMinder integration automatically exports your new customer contacts to your ServiceMinder account to your ServiceMinder account.

Keep accurate records for outreach and build your CRM database with every booking.

How to connect ServiceMinder with your booking system

In Setmore, head to Apps & Integrations > ServiceMinder and click ‘Activate’.
Copy and paste your ServiceMinder API key into Setmore where prompted.
Choose the target list in ServiceMinder where your new contacts should land.
Map the data fields (e.g. name, email address) between Setmore and ServiceMinder to complete the integration.

Need full step-by-step instructions? Check out our ServiceMinder integration support guide.

It’s automatic

The Setmore-ServiceMinder integration automates routine tasks like confirming appointments and updating your CRM lists.

Not only do customers have the power to self-book appointments 24/7, your booking system also sends out email confirmations, updates your calendar, and adds new contacts to your ServiceMinder customer database.

Stay connected

Give your sales and marketing teams the best chance of success by ensuring they have relevant, updated customer data. No matter whether appointments are booked via your Booking Page, website, Instagram, emails or another online channel, all new contact details sync with ServiceMinder. Send targeted messaging and turn one-off customers into loyal fans.

Convert more leads

Keep new prospects engaged after their initial consultation. Your Setmore contacts can be exported to any list you choose in ServiceMinder, allowing you to automate email follow-ups. Add leads to a drip campaign to ensure your service stays fresh in their minds and show them their custom matters.

One-time setup, no maintenance.

Save time updating your CRM database. Once activated, this integration instantly pulls new Setmore contacts into your chosen ServiceMinder list.

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FAQs

Is the ServiceMinder integration available on all Setmore plans?
Yes, the ServiceMinder CRM integration is available to all Setmore Free, Pro or Team customers. Create your account to start syncing your customer data to ServiceMinder.
Can I add new data fields to my Booking Page’s customer intake form?
Yes. You can add new contact fields to your Booking Page form by heading to Settings > Booking Page > Booking Policies. Read our illustrated guide to personalize your customer intake form >
How do I retrieve my ServiceMinder API key?
Log into your ServiceMinder account and head to Administration > Control Panel > API Keys. Click ‘Add’ to create a new key, then select and copy the API key from the ‘Key’ column.
Will Setmore automatically export all existing customer contacts?
No. This integration only exports new customer contacts, created after activation. New contact details are pushed from your calendar, Booking Page and app’s ‘Customers’ list. You can, however, export a spreadsheet of all your existing customers and upload it to ServiceMinder.