Setmore New User Bootcamp #2

By Cassandra @ Setmore

Writer, editor and scheduling product expert at Setmore Appointments.

Imagine for a moment that you want to learn how to play the guitar. You start by searching for a guitar teacher online and find one in your neck of the woods with a handful of four and five-star reviews. Now imagine you want to schedule your first lesson. Is it easier to call or is it easier to book online? If you call and you get an answering machine, do you immediately hang up?

What do you think your customers are doing?

AngryVoicemail

Add your booking page to your website

Having your booking page on your website makes it easier to transition online visitors into paying customers. We’ll give you the tools to add your booking page in a snap, even if you have zero coding experience. Here’s how you do it:

Navigate to Apps & Integrations and click the Booking Widget integration card.

  1. Scroll down to Step 3 where it says “Get the embed code.”
  2. Select the option for “I’ll embed the code myself.”
  3. Scroll down to Step 4 and highlight all the text in the box, then copy the code.

Add your Setmore Booking Page to your website by navigating to Apps & Integrations and clicking on Booking Widget.

Complete the steps on the Booking Widget integration card in order to add the Setmore "Book Now" button on your website.

 

Now you’ll add the code to your website, but this step varies depending on whether you have direct access to the source code or use a website builder.

If you have direct access to the source code: Paste the code to your website’s source html, inline with where you want the button to appear.

If you use a website builder: Look in the editor’s toolbox for the option to Embed Code, Edit Source, or Edit HTML. Some editors will have you drag-and-drop a custom code field onto your webpage. Paste the code into this area to continue.

WeeblyCode_Final

That’s it! Be sure to save your changes (if applicable) and publish your website to test drive the new button. If you use one of the following website builders, you can also check our support domain for detailed how-to guides and step-by-step instructions:

Setmore offers integrations for website builders Joomla, Drupal, Wix, Weebly, and Adobe Muse.

Use these links to access embedding guides for your preferred website builder:
Adobe MuseDrupalJoomla!WeeblyWix


Enabling appointment reminders

Setmore offers both email and text/SMS reminders to notify your customers about their upcoming appointments. They’ve shown to help reduce no-shows, which ultimately saves your business money. Plus, sending your customers a friendly reminder every now and then is its own form of user engagement.

Note: Using text/SMS reminders requires a Setmore Premium account.

To get started, navigate to Settings > Notifications > Customer.

  1. Under “Send an Email,” you can enable sending email notifications to customers whenever an appointment is booked, cancelled or rescheduled. You can also add links to notification emails that allow customers to reschedule or cancel an appointment themselves.
  2. Under “Appointment Reminders,” you can activate or deactivate sending reminders emails or texts to customers before their appointments.
  3. Under Reminder Lead time, you can specify how soon before an appointment the customer will receive their reminder. Usually a day before or a couple hours before is good.

To enable customer appointment notifications, navigate to Settings, Notifications, and Customer in your Setmore account.

Customizing appointment reminders

You can also customize the content of the reminder, which gives you a chance to inject some personality into your messages. Note that every customer will receive the same text message template, only the variable fields such as “APPT DATE/TIME” will automatically adjust to fit each customer’s situation.

To get started, navigate to Settings > Notifications > Customization

  1. Under “Sender Name” and “Email Signature,” you can customize these elements for your reminder emails (sorry, you can’t customize the body of the email at this time).
  2. Under “SMS Notification,” you can change the default text of each message. Drag and drop variable fields, such as APPT.DATE/TIME into your message.
  3. When finished, simply click outside a form field to save your changes.

Customize email signature lines and appointment reminder text messages by navigating to Settings, Notifications, Customization in your Setmore account.

Not sure what to put in your Email Signature? Here’s a few ideas:

  • Your website URL
  • Links to your Facebook or Twitter page (you want more followers, right?)
  • Temporary messages such as “We will be closed from…” (just remember to update it once you return)
  • Links to online promotions (e.g. “click here to save 20% on your next visit”)

Another one bites the dust

Bootcamp #2 down – how are you feeling now? Wiser, more capable, more ready to tackle business challenges like a boss? Good! The knowledge spout will continue to flow so keep an eye on your inbox, and if you haven’t already, be sure to follow us on Twitter or like us on Facebook, where we’ll post important updates and developments.

 

Thanks!

– The Setmore Team

Chomping at the bit? Bootcamp #3 awaits. – OR – post a comment below and tell us how your Setmore experience is treating you so far!

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  • Hi.
    How can I have the calendar showing in red when opening all the closed or not available ?

    People has to select a date and then it appears red. All the days closed or not available spot tagged in red when opening a calendar is a function I need, how can I do that? I’m working with joomla and may insert js or css files.

    Any ideas ?

    Regards

    • Hi Phil, when a customer books an appointment through the Booking Page, the form only displays available appointments by listing available timeslots. I’m afraid we don’t offer a way to tag unavailable slots in red.

  • Hi, all new to Setmore and just in the throws of setting it up. Quick question:

    When a Client makes an online booking, I receive an email informing me, is there an option for me to “accept” and/or “decline” this appointment? Or is it just a case of Client makes a booking and that’s it and the system automatically accepts it?

    Kind Regards

  • A Staff Member is not able to Log In with the email address saved in the system, we tried deleting in reentering, she had to Log In with my email. How can we fix this so she can receive info to her personal email like everyone else?

    • Hi Chase, when you enter a staff email you must also activate the “staff login” switch in the Staff Details menu, and select the level of access (staff, admin, receptionist). The staff member will then receive an email with a temporary password so they may access their account. Could you please verify that 1) the “staff login” switch has been activated, and 2) the person received their temporary password in their inbox? Next step – try resetting the staff member’s password on the login screen using the password recovery option. If all these options fail, please email me directly at cassandra.koehler@setmore.com and I’ll see what else might be going on. I hope that helps! (p.s. here’s the support article on staff logins for future reference: https://support.setmore.com/staff/staff-login-and-access-controls)

  • Est ce que l’application est disponible en français ?

    • Hi Mélanie, we do not currently offer language support for French within your Setmore account, but you may set your booking page’s preferred language to “French” under Profile > Configure > Customization, in the section labeled “Preferred Language.”
      Change the language of your booking page by going to Profile, Configure, Customization and looking at
      Note that this only works for your booking page, the customer-facing part of your Setmore account. We’re still adding new languages to the back-end, admin section of the app.

  • Do the reminder emails/sms go out automatically? I have my account set up in this way already but thus far, it seemed like I had to personally click on each client and send out those reminders even though I had already previously selected for the reminders to go out 1 day prior to their appointment. How is this any different?

    • Hi Tresa, the emails and text/sms reminders should be going out automatically. I would first double-check to make sure you have the correct time zone set up for your account – you can verify this by navigating to Profile > Configure > Business Hours. If the messages still aren’t sending automatically, please send an email to help@setmore.com and one of our support experts will find a solution.

      p.s. you have a beautiful website!

  • I attempted twice to add the button to my site and it just sat there looking like beautiful code. Feeling a little dashed because I was so excited.

  • how do people cancel their bookings if they need to cancel or change

    • Hello Thien Pham, customers will receive a confirmation email when they book an appointment, and this email usually contains a link that allows them to cancel or reschedule the appointment. You can check to make sure these options are enabled in your account settings. Go to Settings > Notifications > Customer, and verify that the option for “Booked” under “Send an Email” is checked, along with “Send appointment cancellation link to the customer.”

      If you would prefer not to provide this option to customers, then they will have to contact you directly to cancel or reschedule an appointment. I hope that helps!