{"id":2654,"date":"2018-02-13T12:48:09","date_gmt":"2018-02-13T12:48:09","guid":{"rendered":"https:\/\/www.setmore.com\/blog\/?p=2654"},"modified":"2025-06-24T13:11:38","modified_gmt":"2025-06-24T07:41:38","slug":"setmore-definitive-guide","status":"publish","type":"post","link":"https:\/\/www.setmore.com\/blog\/setmore-definitive-guide\/","title":{"rendered":"What is Setmore? \u2013 The Definitive Guide"},"content":{"rendered":"<p>Setmore lets you book appointments with your customers online. It\u2019s as much for hair stylists who need to schedule haircuts, as it is for handymen who needs to schedule on-site home repair.<\/p>\n<p><strong>More than a business calendar<\/strong><\/p>\n<p>Setmore helps you organize your time better, while being the place where you manage appointments with your customers. A fully booked Setmore calendar is a reflection of your business\u2019 health.<\/p>\n<p><b>The pieces of your Setmore account<\/b>:<\/p>\n<ul>\n<li>Calendar<\/li>\n<li>Customer List<\/li>\n<li>Booking Page<\/li>\n<li>Notifications<\/li>\n<li>Staff Profiles<\/li>\n<\/ul>\n<p>We\u2019ll cover each piece in detail over the next few sections.<\/p>\n<hr \/>\n<h2>The Calendar<\/h2>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-8604 size-full\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/calendar-1.png\" alt=\"calendar\" width=\"600\" height=\"338\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/calendar-1.png 600w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/calendar-1-250x141.png 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/calendar-1-120x68.png 120w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/p>\n<p>The calendar is where you\u2019ll book appointments. Your availability is represented by white space (grey space represents time outside your working hours). The floating red line indicates the current day and time.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-8605 size-full\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/staff-member-1.png\" alt=\"staff member\" width=\"600\" height=\"239\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/staff-member-1.png 600w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/staff-member-1-250x100.png 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/staff-member-1-120x48.png 120w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/p>\n<p>Each staff member gets their own calendar, and you can tab through to see each one. The free version of Setmore supports up to 4 staff calendars, which you can exceed with a <a href=\"https:\/\/www.setmore.com\/pro\" target=\"_blank\" rel=\"noopener noreferrer\">Pro<\/a> subscription.<\/p>\n<h4>Booking an appointment:<\/h4>\n<p>Click anywhere on the calendar to start a new appointment.<\/p>\n<p><img decoding=\"async\" width=\"450\" height=\"529\" class=\"aligncenter size-full wp-image-8132\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/appointment-menu.png\" alt=\"appointment menu\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/appointment-menu.png 450w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/appointment-menu-250x294.png 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/appointment-menu-120x141.png 120w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/p>\n<p>The Appointment menu includes dropdown menus for Provider, Service, Day\/Time, and space for any additional notes you may have.<\/p>\n<p><img decoding=\"async\" width=\"450\" height=\"529\" class=\"aligncenter size-full wp-image-8133\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/new-customer.png\" alt=\"new customer\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/new-customer.png 450w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/new-customer-250x294.png 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/new-customer-120x141.png 120w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/p>\n<p>Click \u201cContinue\u201d to add a customer. You can either add a new customer, or search from existing customers. For existing customers, their contact information will populate automatically.<\/p>\n<p><img decoding=\"async\" width=\"600\" height=\"375\" class=\"aligncenter size-full wp-image-8134\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/appointment-showup-1.png\" alt=\"appointment showup\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/appointment-showup-1.png 600w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/appointment-showup-1-250x156.png 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/appointment-showup-1-120x75.png 120w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/p>\n<p>Click Save, and the appointment will show up on your calendar.<\/p>\n<p><i>Tip: Learn more on <a href=\"https:\/\/www.setmore.com\/pro\">booking classes<\/a> in Setmore. <\/i><i>\u00a0<\/i><\/p>\n<hr \/>\n<h2>Customer List<\/h2>\n<p><img decoding=\"async\" width=\"600\" height=\"382\" class=\"aligncenter size-full wp-image-8136\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/contact-info.png\" alt=\"contact info\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/contact-info.png 600w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/contact-info-250x159.png 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/contact-info-120x76.png 120w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/p>\n<p>This is your digital rolodex of all your customers. It includes customer name, contact info, and appointment history by default. You can also\u00a0<a href=\"https:\/\/support.setmore.com\/en\/articles\/491031-customer-contact-fields\" target=\"_blank\" rel=\"noopener noreferrer\">add custom form fields<\/a>\u00a0to accommodate\u00a0additional data.<\/p>\n<p><img decoding=\"async\" width=\"500\" height=\"580\" class=\"aligncenter size-full wp-image-8137\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/digital-rolodex.png\" alt=\"digital rolodex\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/digital-rolodex.png 500w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/digital-rolodex-250x290.png 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/digital-rolodex-120x139.png 120w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/p>\n<p>Each profile also presents some basic customer behavioral\u00a0data, such as lifetime value, average purchase, and a pie chart that aggregates total services purchased over a specified time period. This gives you added insight into who your best customers are.<\/p>\n<p><em>Tip: When you first start using Setmore, you can import a list of your existing customers with a .csv file. <a href=\"https:\/\/support.setmore.com\/en\/articles\/490978-import-or-export-customer-contacts\" target=\"_blank\" rel=\"noopener noreferrer\">Find out how &gt;<\/a><\/em><\/p>\n<hr \/>\n<h2>Booking Page<\/h2>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-8606 size-full\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/appointment-reschedule-2.png\" alt=\"appointment reschedule\" width=\"600\" height=\"338\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/appointment-reschedule-2.png 600w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/appointment-reschedule-2-250x141.png 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/appointment-reschedule-2-120x68.png 120w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/p>\n<p>Every Setmore account comes with a free <a href=\"https:\/\/support.setmore.com\/en\/articles\/490884-company-details-currency-timezone-and-business-hours\" target=\"_blank\" rel=\"noopener noreferrer\">Booking Page<\/a>, which is a public-facing web page that lists your services, staff, availability, and contact info. You can also upload your business logo and add a Google Maps pin.<\/p>\n<p><img decoding=\"async\" width=\"500\" height=\"380\" class=\"aligncenter size-full wp-image-8139\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/book-appointment.png\" alt=\"book appointment\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/book-appointment.png 500w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/book-appointment-250x190.png 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/book-appointment-120x91.png 120w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/p>\n<p><a href=\"https:\/\/support.setmore.com\/en\/articles\/491016-add-the-book-appointment-button-to-your-website\" target=\"_blank\" rel=\"noopener noreferrer\">Share or embed<\/a> the Booking Page on your website, and customers can self-book their next appointment without having to call you. Setmore equips you with copy-and-paste ready code, which you can insert directly into your website&#8217;s HTML. We also work quite handily with a number of website builders, which are listed under the <a href=\"https:\/\/www.setmore.com\/integrations\" target=\"_blank\" rel=\"noopener noreferrer\">Apps &amp; Integrations<\/a> section in your Setmore account.<\/p>\n<p><i>Tip:<\/i><i> With Setmore Pro and the Stripe Payments integration, customers can pay upfront for their appointments from your Booking Page. <\/i><a href=\"https:\/\/support.setmore.com\/en\/articles\/491039-take-payments-from-the-booking-page\" target=\"_blank\" rel=\"noopener noreferrer\"><i>Find out how &gt;<\/i><\/a><\/p>\n<p><b>Don\u2019t want customers to be able to self-book?\u00a0<\/b>No problem! Customers will only have access to your Booking Page if you share it with them online. You can also <a href=\"https:\/\/support.setmore.com\/en\/articles\/490954-private-service\" target=\"_blank\" rel=\"noopener noreferrer\">mark all your services as \u201cPrivate\u201d<\/a> under Settings &gt; Services. Do this selectively to determine which services your customers can and can\u2019t see.<\/p>\n<hr \/>\n<h2>Notifications<\/h2>\n<h4>Emails<\/h4>\n<p><img decoding=\"async\" width=\"600\" height=\"350\" class=\"aligncenter size-full wp-image-8155\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/sms-reminder-1.png\" alt=\"sms reminder\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/sms-reminder-1.png 600w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/sms-reminder-1-250x146.png 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/sms-reminder-1-120x70.png 120w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/p>\n<p>Setmore automatically <a href=\"https:\/\/support.setmore.com\/reminders-and-notifications\/customer-email-alerts\" target=\"_blank\" rel=\"noopener noreferrer\">sends out an email alert<\/a> to both your team member and your customer for any new, rescheduled, or cancelled appointment. You can also <a href=\"https:\/\/support.setmore.com\/en\/articles\/491037-customer-email-appointment-reminders\" target=\"_blank\" rel=\"noopener noreferrer\">send reminder emails<\/a> to staff and customers before their next appointment.<\/p>\n<p><i>Tip:<\/i><i>\u00a0Your customers can reschedule or cancel their own appointment from\u00a0a Setmore email notification. <\/i><i><a href=\"https:\/\/support.setmore.com\/reminders-and-notifications\/customer-email-alerts\" target=\"_blank\" rel=\"noopener noreferrer\">Find out how &gt;<\/a><\/i><\/p>\n<h4>Text reminders<\/h4>\n<p><img decoding=\"async\" width=\"550\" height=\"500\" class=\"aligncenter size-full wp-image-8157\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/reminder-2.png\" alt=\"reminder\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/reminder-2.png 550w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/reminder-2-250x227.png 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/reminder-2-120x109.png 120w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/p>\n<p>With Setmore Pro or Team, you can also send out automated <a href=\"https:\/\/support.setmore.com\/reminders-and-notifications\/text-reminders-premium-feature\" target=\"_blank\" rel=\"noopener noreferrer\">text reminders<\/a> to customers. These have a much higher open rate than emails and will do a better job of reducing your no-shows.<\/p>\n<p>You can also customize the body of the text message with dynamic fields, which update automatically with appointment-specific information.<\/p>\n<hr \/>\n<h2>Staff Profiles<\/h2>\n<p><img decoding=\"async\" width=\"600\" height=\"382\" class=\"aligncenter size-full wp-image-8145\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/staff-michael.png\" alt=\"staff michael\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/staff-michael.png 600w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/staff-michael-250x159.png 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/staff-michael-120x76.png 120w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/p>\n<p>Each team member has their own staff profile, which allows you to control their availability by setting up <a href=\"https:\/\/support.setmore.com\/en\/articles\/490976-staff-working-hours-breaks-and-time-off\" target=\"_blank\" rel=\"noopener noreferrer\">working hours, breaks, and time off<\/a>.<\/p>\n<p><img decoding=\"async\" width=\"500\" height=\"250\" class=\"aligncenter size-full wp-image-8146\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/admin-access.png\" alt=\"admin access\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/admin-access.png 500w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/admin-access-250x125.png 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/admin-access-120x60.png 120w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/p>\n<p>You can also enable a <a href=\"https:\/\/support.setmore.com\/en\/articles\/490975-staff-login-and-access-controls\" target=\"_blank\" rel=\"noopener noreferrer\">Staff Login<\/a> for a team member, which will give them controlled access to your Setmore account with a username and password of their own choosing. With Setmore Pro, you can also enable a 2-way calendar sync between Setmore and <a href=\"https:\/\/support.setmore.com\/en\/articles\/491007-2-way-google-calendar-sync-premium-pro-feature\" target=\"_blank\" rel=\"noopener noreferrer\">Google Calendar<\/a> or <a href=\"https:\/\/support.setmore.com\/en\/articles\/491012-2-way-office-365-calendar-sync-premium-pro-feature\" target=\"_blank\" rel=\"noopener noreferrer\">Office 365<\/a>.<\/p>\n<p><img decoding=\"async\" width=\"600\" height=\"375\" class=\"aligncenter size-full wp-image-8147\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/doctor-appointment.png\" alt=\"doctor appointment\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/doctor-appointment.png 600w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/doctor-appointment-250x156.png 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/doctor-appointment-120x75.png 120w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/p>\n<p>This will sync external calendar events to a staff member\u2019s calendar, and sync Setmore appointments to the external calendar, helping your team manage their time better while preventing accidental double-bookings.<\/p>\n<hr \/>\n<h2>Plans &amp; Products<\/h2>\n<p>Sign up for free, then add one or more of our platform products to enhance your experience.\u00a0To add a product subscription, log into your Setmore account and click the shield icon in the left navigation menu. <a href=\"https:\/\/my.setmore.com\/premium#premiumproducts\" target=\"_blank\" rel=\"noopener noreferrer\">Or log in to Setmore and click here <\/a><img decoding=\"async\" class=\"alignleft wp-image-8148 size-full\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/setmore-logo.png\" alt=\"setmore logo\" width=\"150\" height=\"150\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/setmore-logo.png 150w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/setmore-logo-120x120.png 120w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/p>\n<p style=\"padding: 30px 20px 20px 60px; display: block;\"><strong>Setmore (Basic) \u2013<\/strong> The\u00a0default Setmore plan is free to use for as long as you want. Book unlimited appointments, send unlimited email alerts and reminders, create up to 20 staff profiles, and use the Booking Page to let customers self-book appointments online.<\/p>\n<p><img decoding=\"async\" class=\"alignleft wp-image-8149 size-full\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/logo.png\" alt=\"logo\" width=\"150\" height=\"150\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/logo.png 150w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2018\/02\/logo-120x120.png 120w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/p>\n<p style=\"padding: 30px 20px 20px 60px; display: block;\"><b>Setmore Pro \u2013 <\/b>Reduce no-shows, get paid online, and manage your time better. <a href=\"https:\/\/www.setmore.com\/premium\">Setmore Pro<\/a> adds: text reminders, online payments, 2-way calendar sync with Google or Office 365, and recurring appointments.<\/p>\n<hr \/>\n<h2>What&#8217;s next?<\/h2>\n<p>By now you should have a grasp of what Setmore can offer your business or organization, but this is only the beginning. Continue your journey with one of the following actions:<\/p>\n<ul>\n<li><b>Post a comment below \u2013 <\/b>Ask a question, request a feature, or share your experience! We respond to blog comments daily and your input helps inform other users.<\/li>\n<li><a href=\"https:\/\/blog-setmore.storage.googleapis.com\/WhatisSetmore.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><b>Download the PDF \u2013<\/b> Download the PDF version of this blog post straight to your computer. Share with a colleague or someone who you think could benefit from free online scheduling &gt;<\/a><\/li>\n<li><a href=\"https:\/\/www.setmore.com\/start-now\" target=\"_blank\" rel=\"noopener noreferrer\"><b>Sign up for a free account \u2013 <\/b>The best way to get to know Setmore is to try it for yourself. Create an account and book your first appointment in minutes, no credit card required &gt;<\/a><\/li>\n<\/ul>\n<h2 style=\"text-align: center;\">Thanks for reading \ud83d\ude42<\/h2>\n","protected":false},"excerpt":{"rendered":"Setmore lets you book appointments with your customers online. It\u2019s as much for hair stylists who need to schedule haircuts, as it is for handymen who needs to schedule on-site home repair. More than a business calendar Setmore helps you organize your time better, while being the place where you manage appointments with your customers&#8230;.","protected":false},"author":5,"featured_media":5918,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10],"tags":[23,64,87,140],"class_list":["post-2654","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-resources","tag-appointment","tag-ebook","tag-guide","tag-scheduling"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Setmore Guide: Your Complete Walkthrough to Better Bookings<\/title>\n<meta name=\"description\" content=\"Setmore is free online customer appointment scheduling. Book services, send reminders, manage staff logins &amp; more. Read the full post now!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.setmore.com\/blog\/setmore-definitive-guide\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Setmore Guide: Your Complete Walkthrough to Better Bookings\" \/>\n<meta property=\"og:description\" content=\"Setmore is free online customer appointment scheduling. Book services, send reminders, manage staff logins &amp; more. 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