Captain’s Changelog: February 2018.
Ah February, the month of weather-forecasting rodentia, candy-coated hearts, black history, and leap years. Also: sticking with the (perhaps overly ambitious) goals you set for yourself in January. We’ve got some big announcements for upcoming features, along with the usual pack of improvements and bug fixes to enhance your appointment-scheduling experience.
Coming soon: Square payments & mobile payments
We’re super excited to announce our upcoming integration with Square payments! We’ve passed through the preliminary design phase and moved into early development across all our supported platforms: browser, macOS/Windows, and iOS/Android. Once integrated, you’ll be able to take Square payments from customers via your Booking Page, through the admin calendar, and in person. And yes, this means you can finally use a Square card swiper to process a credit or debit card payments in your Setmore account.
Use Stripe instead of Square? We’ve got some good news for you, too. This update will also bring the ability to take Stripe payments to the Setmore mobile app.
We don’t have a deployment date as of yet, but just know it’ll launch when it’s ready 🙂
Coming soon: interface updates + events
Following up on last year’s big user interface update, Setmore will deploy a new design for the appointment creation window sometime this year. Don’t worry! You’ll be given plenty of notice before the change happens, along with the option to revert back to the old appointment window design while we transition to the new design.
This update will also bring the ability to create personal Events to your Setmore calendar, allowing you to create non-service engagements with yourself or other people. Think of it like your personal day planner married to your business appointment calendar – now you can track it all in one place. Events can have multiple participants (pulled from your Customer tab), and benefit from all the built-in email alerts and text reminders that Setmore has to offer.
Stay tuned for future announcements about this update, later this year.
Easy access to customer profiles
Here’s a minor change that could probably have a huge impact on your productivity: now when you create or edit appointments on your calendar, you can click the customer’s name in the Appointment Details window to instantly open the customer’s profile in your Setmore account. This makes it simple and easy to see the customer’s address or phone number, plus any additional data fields you may want access to, without having to search for them in your Customer tab.
To use this feature, just click on an appointment in your calendar and then click on the customer’s name. You’ll notice that the customer’s name now appears in Setmore-green font, to distinguish that it’s a clickable hyperlink.
Auto-export new customer contacts to Freshsales
Freshsales is a CRM platform that touts AI-based lead scoring, a built-in phone and email system, and a top-down interface for managing your sales pipeline. Now you can automatically export any new contacts from Setmore to your Freshsales account, saving you the time and hassle of manually exporting/importing data.
As soon as a customer books an appointment, they’ll be copied into your Freshsales account so your sales team can conduct follow-up as needed, and be the most impactful when your customer’s interest level is at its highest point. Get started today!
Activate Freshsales in Setmore >
Log into Setmore first, then click the link above.
Other improvements and bug fixes
- In the Customers tab, appointment histories will now show in descending chronological order (most recent appointment first).
- In the Apps & Integrations tab, the Booking Page URL and a link to edit the URL are now displayed on the “Your Booking Page” card.
- Fixed a bug that prevented users in the desktop Setmore app from activating a 2-way Google sync.
- Fixed a bug that caused some “New Appointment” email notifications to be blank.
Stay tuned for future updates!
Thank you for reading 🙂
Committed to increased transparency and more responsive community outreach, Setmore will post monthly development updates to showcase some of our work and improvements made over the past 30 days.
Have a feature request? Post a comment below or email us at firstname.lastname@example.org.
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