Deployment Notes: September 2018

By Cassandra @ Setmore

Writer, editor and scheduling product expert at Setmore Appointments.

“Don’t judge a book by its cover” is the theme for this month’s deployment notes. Aside from bug fixes, most of our work on the Setmore platform is beneath the surface. Our teams have been busy retooling the foundation-level code, which should result in a faster, more stable Setmore. And it’ll prepare us for the growth in users and Premium subscribers in 2019 and beyond. Read up on our progress and how it’ll affect your account, in the rest of the post below.

(A quick note on Square – the beta is underway and numerous invites have already been issued. We’re anticipating official deployment very very soon, so keep an eye out on the next batch of deployment notes!)

Same great look, whole new Setmore

Our development teams have been undertaking architectural upgrades to the Setmore platform that will result in some serious performance boosts. We’re talking a more responsive calendar, faster bookings, and support for even more appointments and calendar events without dragging down app speed. We’re also shoring up our 3rd party integrations to ensure they work better and smoother than ever.

The team has been making multiple upgrades to our Google 2-way sync feature, available with Setmore Premium. (A few current Setmore users may have already been contacted about resetting your sync to ensure that the new upgrades take hold.) These upgrades will make sure your Google and Setmore calendars sync their appointments instantaneously and cover extraneous items like multiple-day events.

Two suns revolve around each other while solar flares burst from one star to another. The first star has the Google "G" on it, while the second star has the Setmore logo on it.

Booking Page speed enhancements coming this week

As part of the back-end refactor, the Setmore team will be deploying some new enhancements to the Booking Page this October. These enhancements will ensure that your customers have a great experience each time they book an appointment online.

The big change here will be faster load times when customers select a time slot. The Booking Page will be able to generate a list of available dates and times much faster. And it’ll be able to generate new lists of available times with more responsiveness as customers switch between days of the week.

A more responsive Booking Page means fewer barriers for customers when they go to book online, which means a greater likelihood of new appointments and conversions.

Coming soon: Premium setup calls & training webinars

Setmore is launching a new Premium Support service, available to all existing and new Setmore Premium subscribers. This elevated tier of technical support ensures that any time you request in-app guidance, you’ll be connected with our A-team of Setmore experts. New Premium subscribers can even request a personalized setup session via phone or video chat, with screen sharing options available.

A laptop showing the Setmore Premium Support message prompt on its screen.

As part of this elevated service, we’re also in the early stages of offering training webinars. These webinars will focus on setting up and optimizing your Setmore account, and on general questions about how best to use the Setmore platform. During the pilot phase, invites to each webinar will go out to a selected group of Setmore users only. And if you don’t get an invite, don’t worry! Recordings of each webinar will be posted online for anyone to view.

Bug fixes

  • Appointment date is now correctly added to some .ics attachments that were previously missing it.
  • The .ics attachment in staff email confirmations will now properly show the customer name.
  • Users and customers will no longer be able to book appointments for time slots that occur in the past.
  • A cancellation window of 24 hours or less will now properly prevent customers from cancelling their appointment in the cancellation window.
  • Fixed a bug that sometimes caused the “cost” of an appointment to be empty if creating an appointment from the Customers page.
  • Fixed a bug that sometimes caused Services to not show on the Booking Page.
  • Fixed a bug that caused the “Address” field of a new customer profile to copy the address of the first customer from the Customers tab.
  • Fixed an issue that sometimes caused custom contact fields to switch when an appointment was booked.
  • Fixed a bug that caused appointments to appear twice in the Customers tab.
  • Fixed a bug that prevented some users from uploading a company logo or staff avatar.
  • Fixed a bug that prevented some customers from booking multiple services from the Booking Page.
  • Language was updated on the Booking Page, in the Setmore interface, and in the Portuguese translation of the cancellation email to correct typos and add clarity.

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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  • One small improvement which would be very useful to show how much Setmore is used (so to show how your own software is great!;-) would be to add a column on the basic reporting showing how an appointment was booked (self booked on web, Instagram, or by staff though the app , iOS windows ,….)

  • Please add an option to automatically mark the appointments made by customers through the booking page as “PENDENT” or make them STAND OUT to make sure the recepcionist can check them individually to see if everything is OK? I think this would be a simples but very useful addition.

    • Hi Laurent, I’ll refer this to our product backlog. About how many new appointments are you getting per day? In the meantime, you might consider looking at the activity stream to see the latest appointments that were booked to your calendar. Here’s a how-to article on how to access the activity stream: I hope that helps!

      • Hi Cassandra,

        Thank you for the answer. Looking at the activity stream would be far from efficient and very time consuming. We currently do not use the open booking option (online booking by customers), because of this missing feature. I’m sure this would be quite easy to add, and it would be a very useful improvement.

  • Thank you. Love the app btw. It’s been working as an internal staff and appointment management admin tool for us very well.

  • Hi Cassandra. Love the app but have one small concern. When adding new customer using the + in the calander page (on the app), after adding name I can press “next” to go to phone number but I can’t continue to press “next” after that to go to the place where I can put in the address. Pressing “next” takes me to “office number” but NO OPTION to continue pressing next to get to address. I can only get to the address part by pressing somewhere else then scrolling down to “address”. I’m sure this would be easy to fix at your end. It would make things so much easier when adding customers????

    • Hi William, I got it, it did the same thing on my phone. I’ll notify the mobile dev teams so they are aware. I have some follow-up questions for you: Are you using an iPhone or an Android phone? About how often are you creating new customers from the (+) button on the calendar page? Thank you for commenting!

      • Hi Cassandra. Thx for chasing this up. To answer your questions I am using an iPad and at the moment we are in the process of filling up our database with our drivers student so that they will be there when we start booking lessons on for all drivers (at present we are going one driver at a time so that the office girls can familiarise themselves with the new system). So far so good.. we have uploaded a few hundred students, names addresses and phone numbers.

  • We love the Setmore app for bookings and calendar management. However, the one area that is sorely lacking is in-depth Revenue Reports and a Stylist’s Bookings Report which would identify what percentage of time-slots were booked compared to available. Please consider providing a revenue reports section in future updates to the system. Thank you.

    • Hi Steve, a better revenue and reporting system has been on our to-do list for some time, but our business leaders and developers haven’t decided to prioritize it yet. Yours and other users’ voices help us better understand where to focus our efforts, so thank you for your feedback and please keep it coming!

  • Hi, Can you clarify this update ‘Users and customers will no longer be able to book appointments for time slots that occur in the past.

    Can staff edit or add past bookings?
    Same for admin?

    • Hi Dayna, you should be able to edit past bookings. The update is just intended to prevent customers from rescheduling an existing appointment to a timeslot that has already passed, which was happening for a few unique scenarios.

  • thank you for the upgrades, I agreed to Beta test with square but have not received any further instruction

    • Hi Judith, unfortunately not everyone who signed up to participate in the beta was sent an invitation. This is in part because we’re working with users on a 1:1 basis to get them set up and to listen to feedback. If we sent invites to everyone who signed up, then we’d be bogged down with trying to keep up with everyone. So it is a selective beta test. If you or anyone else hasn’t received an update yet, don’t worry! The official launch is right around the corner and you’ll be able to use Square pretty soon here.

  • Customers can view the calendar as Sunday through Saturday for booking an appointment. Can we view the calendar the same way on the business side?

  • Good job! I like the monthly update plan.
    One concern: sometimes I have last minute appointments that do not get on the calendar until the end of the day. This is my official record of who I have seen. One upgrade will remove my update of the days appointments because it won’t allow appointments made in the past. Anyway to still allow the user that freedom? Even in a few day window?

    • Hi Laurie, you should still be able to book appointments on your calendar at any time. The restriction is primarily for customers, to prevent them from rescheduling an upcoming appointment to some date in the past, whether accidentally or intentionally.

  • Any updates on HIPAA compliance?

    • Hi Bryce, It is still a long way off. We’re in the initial planning stages but it will be some time before we build out all the necessary components to make HIPAA compliance a reality in the Setmore platform.

  • Hi there – we’ve been trialing setmore in the startup stage of our business. We really like it so far but we’re far from profitable still. 🙁

    One of our iphone customers has been having trouble with the name & email fields on the booking app – the info disappears as he’s typing.
    Just his phone or a known issue?

    • Hi Brian, this is not a known or widespread issue. I’d recommend that your customer try refreshing the Booking Page in their iphone’s browser when this happens, and see if that fixes the issue. I did load your Booking Page on my phone just to test it out, and it appears to be working a-ok. Do let us know if the issue persists!