Setmore Impossible – Scheduling Hacks Volume 3

By Srilakshmi @ Setmore

Content writer and scheduling expert at Setmore Appointments.

Getting your software to do what you want it to shouldn’t be as difficult as climbing the Burj Khalifa. Luckily for you, Setmore is super flexible and lets you channel your inner Ethan Hunt to customize a solution for virtually any problem, no Ghost Protocol required (that’s the last one, we promise).

In action: A still of Tom Cruise climbing the Burj Khalifa from the movie Ghost Protocol

We love it when innovative people use Setmore beyond the scope of what we’d originally dreamed. So after taking in your feedback and paying attention to all the wonderful ways in which you improvise using Setmore, we’ve put together this collection of hacks in the hopes that other readers can learn, duplicate, and succeed.

In case you missed it…

Review Setmore Hacks Vol. 2 >
How to: create a public-facing calendar that shows your availability; link your Booking Page in different languages; and more.

Review Setmore Hacks Vol. 1 >
How to: use Setmore for multiple locations; cap the number of appointments available in a day; and more.

Hack #1: Embed a staff Booking Page on your website

Setmore already lets you embed your Booking Page on your website. But if you want to limit the available services and date/times to a specific staff member’s availability, you can do that too.

Step 1 – Go to Settings > Staff and pick a staff member profile. At the bottom of the staff member profile, find the area for Staff Booking Page URL and copy the web address found there.

Setmore Staff Booking Page URL
Step 2
– Add the following HTML excerpt to your website, only replace the red font text with your Staff Booking Page URL:

<iframe src=”staff_booking_page_URL” width=”100%” height=”100%” frameborder=“0″></iframe>

Save and publish your changes to the webpage where you want the staff member’s Booking Page to appear.

Adding staff Booking Page URL to website

Step 3 – The staff member’s Booking Page will appear on your website. This will allow customers to only book appointments and times with this staff member – they won’t have access to other staff member profiles in your Setmore account.

This is super useful if you want to give each staff member a customizable page on your website, while still giving customers direct access to book an appointment. It also allows you to do nifty things with staff calendars, such as using them for one-time events, or segmenting your services based on a separate location or separate hours.

Hack #2 Use Setmore for a one-time community event

If you have a special promotional event that will be run on a one-time-only basis, you can use this trick to let customers book their attendance at the event or at certain times within the event timeframe. This could be for a pop-up stand, a free account setup, or something as simple as a face-painting booth (just as an example).

Step 1 – Create a new staff for the event, give it the name of the event. This name will appear at the top of the Booking Page once deployed. Copy the Staff Booking Page URL from this profile.

Creating staff for one-time event in Setmore

Step 2 – Create a new service for the event, and assign only the event service to the staff profile created in step 1. Give it a thumbnail image, a duration, and a cost if applicable.

Creating Service for a one-time event in Setmore

Step 3 – Create a separate webpage for the event on your website, and follow the directions in Hack #1 to deploy the staff Booking Page here. This will limit customers’ access to only the event Booking Page.

The key benefit here is that it will link to your existing Setmore account, so you can manage everything all in one place. And if you have Setmore Premium, then you’ll also get the benefit of any email or text reminders that are automatically set for each appointment.

Hack #3: Switch over from a Google/Facebook login

When you first created your Setmore account, you were given the option to log in using your existing Google or Facebook account. While not necessarily a hack per se, for some Setmore integrations you’ll need a traditional email-based username and password that doesn’t rely on either Google or Facebook. Here’s how you switch over:

Step 1 – From inside your Setmore account, click the Profile button in the top-right corner and select “Username/password.”

Opening the Profile tab from the Setmore calendar

Step 2 – In the My Details window, click the “Change My Password” link.

Changing the password inside a Setmore account

Step 3 – Leave the field under Old Password blank. Enter your new password twice where prompted and click “Save Changes” when everything looks good. Your password is now updated and you can start using your email address and password to log in.

You’ll need a legit username and password if you want to integrate Setmore with some of our supported productivity apps, like Zapier, which require you to sign in with a Setmore account through Zapier (but they don’t let you do it with Facebook or Google).

Hack #4: Working around a resource dependency

Whether two or more staff members share a single workspace, a single piece of equipment, or maybe a single set of tools – if only one customer can be serviced at a time, then you’ll need some way to block out availability across multiple staff calendars once a timeslot is booked. Setmore Premium users can accomplish this using the Google 2-way sync and a shared Gmail account.

Step 1 – Go to Settings > Staff and choose a staff profile.

Activating Google Calendar sync with Setmore

Step 2 – Activate the switch for Google Sync, and you’ll be prompted to sign in with your Gmail username and password.

Syncing the Google Calendar with Setmore Calendar

Step 3 – Repeat this process for any number of staff members by activating the two-way sync with the same Google account.

Now when an appointment gets booked for one staff member, the Google 2-way sync will duplicate the same appointment across other synced staff calendars as well, blocking out their availability and preventing customers from double-booking the same room or equipment.

Making the impossible, possible

Our main goal in building Setmore was to make an appointment scheduling and management platform that’s uncomplicated, simple, and organized. But with a little bit of cleverness, Setmore can help you accomplish more than what we intended. Our work continues, but if our platform helps turn business owners into innovators and problem solvers, then that’s even better.

Is there a hack that we haven’t covered yet and it works well for you? Post a comment below and share your knowledge!

Thanks,
– Team Setmore

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  • Is it possible to set up a way to only allow a user to book an appointment and then once that spot is booked to block it out from other users being able to book? I want to limit their access. Also is it possible to add a +/- button to sell say 2 of the same item during an appointment?

    • Hi Zack, yes once customers book a time slot, that time slot should be occupied and no other customers will be able to book it. Only you as the account admin can double-book a slot. As for your second question, you can allow customers to book “Add-on” services after they select their initial service. This is called “Provide Multiple Services” and you can enable it in your account under Apps & Integrations > Your Booking Page (Configure) > Booking Policies > Provide Multiple Services. This article will walk you through how to set it up and what to expect: https://support.setmore.com/services/booking-multiple-services. It’s important to note that when customers book multiple services, they show up as individual appointments that are back-to-back on your calendar. Setmore won’t automatically lump all the services into a single appointment for you. That’s just a limitation of our platform currently. I hope that helps!

  • Hi! If the only staff member wants to provide services in two neighboring cities, what would be the recommended way to set this up. If someone wants to book an appointment in city #2, it takes 30 minutes to drive there and back, and this causes a problem with available slots in city #1 both before and after the appointment.
    Of course, you can define a 30min buffer time for appointments, but then if there are two back-to-back appointments in the same city, the buffer time is unnecessary.

  • I was wondering how to open a single day for booking, normally I do not work Mondays, but wanted to open one Monday.

  • Hi,

    Hack #1: Embed a staff Booking Page on your website. Did not work. I tested it with Wix, WP, and Godaddy.

    Here’s the code that I used.

    • Sorry, The code will not post… it’s HTML 🙂

  • We have multiple therapists using rooms, It would be great if we could integrate room bookings into our appointments and be able to see room availability

    • Hi Leanne, thank for you commenting. Support for multiple rooms/locations is on our product backlog. Our development team hasn’t prioritized this feature, but if anything changes I’ll let you know. Thanks again!

  • Is there a way to only show predetermined available time for booking. For example, we have a contractor that shows up this month on the 30th from 3pm-8pm. How can I show that on the web/calendar so clients can book him on that date between those times? This is not a recurring appointment or “shop hours”. Next month he might have two dates with set hours available as well. Thanks.

    • Hi Robert, on your Booking Page, the customer will select the service first, then staff, then date/time. Availability for a service is linked to the staff member’s working hours. So the first thing you’ll want to do is adjust the contractor’s working hours in their staff profile, under Settings > Staff.

      In order to advertise the contractor’s hours, you’ll have to be proactive in letting your audience know that this person will be available on such-and-such days, at such-and-such times. Posting it to your website/blog is a start, also to any social media accounts you have. You can link customers directly to the contractor’s booking page using the Staff Booking Page URL, also available in the staff profile under Settings > Staff. Read the support article here to learn more: https://support.setmore.com/staff/staff-booking-page-url

  • Is there a way to set up a name your price feature for clients? I’d like to be able to do this in both my business and community pages. I am starting a Facebook community for massage therapists in my area that will allow for prospective clients to place a price bid that a massage therapist can then negotiate a unit of time for. This community will act as an incubation site to help new incoming therapists and those who are having trouble marketing themselves. Example: client has $15 to spare, places bid, and identifies major cross streets they are located at. A therapist determines that the distance and amount is worth so much minute units and then confirms booking.

  • Hello Setmore!

    Can this software be used to manage volunteers? If so, how?

    Thank you!

    • Hi Donna, you sure can, although it depends on how you want to coordinate your volunteers. One method is to use the Booking Page as a sign-up/intake form for your volunteers to claim certain shifts. To do this, create a class for “Volunteer Shift” and designate the duration and number of “seats,” which will be the number of volunteers you want on shift that day. Next, share your Booking Page URL with volunteers and get them to sign up for the class (“volunteer shift”) session. Each session attendee will get an email confirmation and reminder, too.

      Here’s the support article for how to create classes: https://support.setmore.com/services/class-booking
      And how to set up your Booking Page: https://support.setmore.com/booking-page/company-details-currency-timezone-and-business-hours

      We’ll probably cover this in greater detail in the next Hacks post. Let me know if you have questions!

  • Is it possible to allow up to 400 characters in the booking confirmation that is sent to clients once they have booked an appointment? This would save heaps of time for me sending out custom booking confirmation with terms and conditions address etc

  • Thank you Setmore <3

  • I’d like to limit the amount of bookings any individual can book. I have multiple clients with different amount of sessions available to them and do not want them booking over what they paid for.