ServiceMonster

Podium can monitor your ServiceMonster Appointments and enhance your productivity by automating repetitive tasks, like manually sending appointment and estimate reminders.

• Minimize missed appointments by automatically sending appointment and estimate reminders.
• Prevent misunderstandings and provide better customer service by sending confirmation texts after a customer schedules an appointment or estimate.
• Improve your online rating and get feedback on your business by requesting reviews after appointments and estimates.
• Centralize all your contacts by automatically syncing ServiceMonster accounts into Podium.

Compatibility

You must be using the ServiceMonster Grow or Premier Plan.

Setup Process

BEFORE YOU BEGIN

1. Log in to ServiceMonster.
2. Navigate to Settings > API Users.
3. Add a new user with the Admin role.
4. Note your Username and Password; you’ll need to enter them later.

STEPS

1. Select Connect.
2. Select the Podium location you’d like to connect to ServiceMonster.
3. Allow ServiceMonster to access the appropriate Podium data.
4. Allow Podium to access the appropriate ServiceMonster data.
5. Make sure you’ve selected the appropriate country.
6. Select Finish.
7. Select the automations to use with your ServiceMonster integration.
8. Click Activate.