Captain’s Log: Deployment Notes Oct 2017

By Cassandra @ Setmore

Writer, editor and scheduling product expert at Setmore Appointments.

It’s the season for hot chocolate and apple cider but we’re still chugging coffee like nobody’s business. The month’s developments include: a sneak peek at a Premium feature that’s crossing over to mobile; Setmore’s long list of 3rd party integrations gets a little longer; and a call to action – we want YOU to try Setmore Live Booking for your business!

Coming soon: mobile classes

As part of our continued effort to bring Premium features to Setmore for iOS/Android, we’re pleased to announce that classes are on the visible horizon and a fast becoming a reality. We’ve just wrapped up the initial design phase (sneak peek below!) and are moving into development and testing. While I can’t give a release date just yet, rough estimates place launch around the end of Q4 this year, or early/mid Q1 2018 at the latest.

We’re pleased to announce that classes are on the visible horizon and a fast becoming a reality.

Stay tuned for future Captain’s Log deployment posts right here on the Setmore blog, or follow us on Facebook and Twitter for the latest news and information on classes in Setmore for iOS/Android.

New 3rd party integration: Zoho CRM

And now we welcome a new addition to the family: Zoho CRM software!

Setmore already offers dozens of 3rd party software integrations, available for your perusal in the Apps & Integrations tab of your Setmore account. And now we welcome a new addition to the family: Zoho CRM software!

Click here to read the Setmore-Zoho Integration support article >

This integration will automatically push new customer contacts from your Setmore account to your Zoho account. So whenever a customer books their first appointment on your Booking Page, their contact information will automatically flow to your Zoho account as a new lead. This ensures your analytics and onboarding campaigns are always using the most up-to-date information, and new customers get instant exposure to your marketing and promotions.

Click here to activate the Zoho integration in Setmore >

Want more appointments?

Setmore Live Booking is your ticket to a fuller appointment calendar.

Setmore Live Booking is your ticket to a fuller appointment calendar.

With Setmore Live Booking, we’ll answer your business phone and help your customers book appointments with your business. It’s time to evolve beyond voicemail. Try Live Booking for yourself and make sure that anytime a customer calls, there’s a friendly voice on the other end to help them book an appointment.

Call for Live Booking testers – We want YOU to try Live Booking!
Log into Setmore first, then click the button below.

Log into your Setmore account and click the button below to reach the Live Booking signup screen.

24/7 coverage with US-based receptionists, calls under 30 sec. are free.

Other improvements and bug fixes

  • Setmore will now properly push new customer contact information to activated 3rd party integrations when customers create a new login on your Booking Page.
  • Accordion View has been modified so that service categories will only expand/collapse if you have more than one service category.
  • The Activity stream will no longer show a notification for “New Attendee” if the customer’s payment fails to go through when booking a class.
  • The Activity stream will now show a “Payment Refunded” message if you refund a payment through the Payment History tab.
  • Fixed a design break with the country code field on the Booking Page.
  • Fixed an issue with the Setmore external API where using StaffKey to fetch appointments was not fetching all appointments.

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.

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  • Excited to see all of these improvements! I love using SetMore, it has made my work day so much easier. Thank you for sharing!

  • I encounter many clients who miss the final step of “save appointment” and think they have appointment. The button needs to be more predominant, and or even better, some large earning on the screen occurs that reminds them to click the final button…please!!!

    • Hi Mimi, thank you for that feedback. I’ll add this to our development backlog. In the meantime, I’d recommend that you use the “Notes for the Customer” feature, which adds a pop-up to your Booking Page with additional instructions for your customers. In this pop-up, you can customize the text to say “Please make sure you click the final “Book Appointment” button after entering your contact information!” This will help cut down on mishaps. Take a look at this support article for instructions.

  • Great getting the bugs out. So! Setmore has the option to send an email to a client when an appointment is booked, edited or cancelled manually, it would be a bonus if there was also a way to view this action has been completed. Meaning, when I manually book an appointment for a new client I often wonder if the email has been sent (even though I am aware the option is set to on)
    Also any hint of integration with the “Squareup” payment facility, I have had enough of Paypal, just saying !!
    Looking forward to the possibility.

    • Hi Founder, while we don’t have an indicator that shows that customer emails are being sent, we do let you know if a text or email reminder was sent (laptop/desktop only for now). Just click on the appointment in your Admin calendar and if you scroll down in the “Details” window, it will have a form field for “Reminder.” The status will show either “Email sent” or “Email and SMS sent.”

      Also, Square is on the way. We’re in the early design phase so I don’t have a release date as of yet, but I’ve recently had the chance to look at some mock-ups for how payments look in the Setmore mobile app. Stay tuned for future updates!