Deployment Notes: March 2019

The Setmore iPad app is still being beta tested, with developments forthcoming (stay tuned). So in the meantime, this month we’re launching a few functionality improvements to address some of the rough edges around elapsed-time reminders, allowing customers to reschedule classes, uploading avatars, and a hearty handful of new bug fixes. Continue reading for details.


Instant text reminders for quick appointments

Setmore will now issue an instant text reminder for any appointment booked within your reminder lead time. This improves the previous setup where you would see “Lead Time Elapsed” on the reminder status for some appointments.

The Appointment Details window in the Setmore calendar.

For example:

  • If your reminder lead time is one day
  • But your customer books an appointment less than 24 hours in advance
  • Setmore will now send a text reminder to that customer.

Setmore sends the text reminder about 10-15 minutes after you or the customer books their appointment. This is so we don’t overwhelm your customer with messages ?

A phone with a text reminder on the screen.

**Note that this updated feature only applies to newly booked appointments, and not existing appointments on your calendar.

Customers can now reschedule/cancel classes

Previously, customers could not reschedule or cancel classes on their own. Now we’ve added links for rescheduling/canceling to your class confirmation emails. Customers can use these links to reschedule to a different session of the same class offering, or cancel their attendance if they’re unable to show up.

The Setmore confirmation email template.

Don’t want customers to reschedule/cancel on their own?

No problem! You can deactivate this feature in your Setmore notification settings.

The menu flow for getting to the Customer Notification settings in Setmore.
  • Un-check the box next to “Send the cancel appointment/class link to the customer” to prevent customers from canceling their class attendance.
  • Un-check the box next to “Send the reschedule appointment/class link to the customer” to prevent customers from rescheduling to a different session.
A set of checkboxes allowing a user to activate or de-activate reschedule and cancel links in Setmore emails.

Note: These checkboxes control the presence of a Reschedule/Cancel button in the email confirmation for both regular appointments and classes.

Images upload faster

One of the best ways to improve your Booking Page engagement is by uploading photos for your staff and services. We’ve improved the upload time so you can add more pictures to your account, faster.

The process to upload a profile picture in Setmore.
  • Add staff profile pics under Settings > Staff. Click the grey profile icon to upload a photo.
  • Add service profile pics under Settings > Services. Click the grey landscape icon to upload a photo.

The Squish List: bug fixes and refinements

Account

Booking Page

  • Resolved an issue that sometimes prevented customers from booking multiple services from the Booking Page.
  • Subpage tabs will no longer show on the Booking Page when they are toggled off.
  • Date and times are now formatted more consistently across all Booking Page subpages and menus.

Calendar

  • When scheduling a recurring appointment, scheduling conflicts will now display with a more consistent date and time standard.
  • Fixed an issue that sometimes caused the Setmore calendar to load as a blank screen for new accounts.
  • Resolved an issue that sometimes caused staff members to not show in tabs on the Calendar page.
  • Resolved an issue that sometimes prevented removing attendees from a class session.

Customer tab

  • Fixed an issue that caused some customer names to appear as code.
  • Exporting your customer list will now promptly send a downloadable file to your email inbox as expected.
  • Date and times are now formatted more consistently across the Customers tab and all sub-menus.

Staff profiles

  • When creating a recurring time off, changes to the start date will now apply as expected.

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 help@setmore.com.