{"id":3363,"date":"2018-09-24T15:08:53","date_gmt":"2018-09-24T15:08:53","guid":{"rendered":"https:\/\/www.setmore.com\/blog\/?p=3363"},"modified":"2022-07-14T21:30:43","modified_gmt":"2022-07-14T16:00:43","slug":"optimizing-ways-for-customers-to-book-online","status":"publish","type":"post","link":"https:\/\/www.setmore.com\/blog\/optimizing-ways-for-customers-to-book-online\/","title":{"rendered":"Optimizing Ways for Customers to Book Online"},"content":{"rendered":"\r\n<p><span style=\"font-weight: 400;\">Here at Setmore we operate with a very simple formula. The more ways your customers have to book their appointments online, the more appointments you\u2019ll likely get overall. And, the less time you\u2019ll spend on the phone, helping customers book their appointments.<\/span><\/p>\r\n\r\n\r\n\r\n<p><b>To summarize:<\/b><\/p>\r\n\r\n\r\n\r\n<p class=\"has-text-align-center\"><span style=\"font-weight: 400;\">More ways to book online = More appointments, Less time on the phone<\/span><\/p>\r\n\r\n\r\n<hr class=\"wp-block-separator\" \/>\r\n\r\n\r\n<h2 class=\"wp-block-heading\"><span style=\"font-weight: 400;\">Your super mega online scheduling combo<\/span><\/h2>\r\n\r\n\r\n\r\n<p><span style=\"font-weight: 400;\">If you\u2019re new to Setmore or online booking, it\u2019s much simpler than it looks from the outside. Setmore gives you the tools to establish your online presence and open the digital front door that customers will use to engage with your business. Here\u2019s a list of the apps we\u2019ll be using. You don\u2019t have to use them all, but the more you use, the more powerful your combined online software solution will be. Scroll down for an in-depth breakdown of each app\u2019s role and how to use it.<\/span><\/p>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li><span style=\"font-weight: 400;\">Your Setmore Booking Page<\/span><\/li>\r\n<li><span style=\"font-weight: 400;\">Facebook business page<\/span><\/li>\r\n<li><span style=\"font-weight: 400;\">Instagram business profile<\/span><\/li>\r\n<li><span style=\"font-weight: 400;\">MailChimp email newsletter<\/span><\/li>\r\n<\/ul>\r\n\r\n\r\n<hr class=\"wp-block-separator\" \/>\r\n\r\n\r\n<h2 class=\"wp-block-heading\"><span style=\"font-weight: 400;\">The Booking Page<\/span><\/h2>\r\n\r\n\r\n\r\n<p><span style=\"font-weight: 400;\">This is where the rubber meets the road. The Booking Page comes free with your Setmore account. It lists your staff, services, availability, and contact info. Customers book their appointments here, and their appointments show up on your Setmore calendar. Your primary goal is to get customers to your Booking Page. <\/span><\/p>\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" width=\"700\" height=\"280\" class=\"wp-image-5789\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/apps-and-integrations-700x280.png\" alt=\"apps and integrations screen\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/apps-and-integrations-700x280.png 700w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/apps-and-integrations-250x100.png 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/apps-and-integrations-768x307.png 768w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/apps-and-integrations-120x48.png 120w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/apps-and-integrations.png 1000w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/figure>\r\n<\/div>\r\n\r\n\r\n\r\n<p><b>First, let\u2019s add some key information to your Booking Page.<\/b><span style=\"font-weight: 400;\"> Go to Apps &amp; Integrations, then look under the section titled \u201cYour Booking Page.\u201d Here you can access or edit your <\/span><a href=\"https:\/\/support.setmore.com\/en\/articles\/490970-your-booking-page-url\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"font-weight: 400;\">Booking Page URL<\/span><\/a><span style=\"font-weight: 400;\">, visit your page, or configure the back-end options by clicking the \u201cConfigure\u2026\u201d button. <\/span><\/p>\r\n\r\n\r\n\r\n<p><span style=\"font-weight: 400;\">The important thing to remember when setting up your Booking Page is to make it welcoming and inviting. Do this by providing verbal descriptions for each of your staff members and the services they provide. It\u2019s also important to upload a thumbnail avatar for each staff and service.<\/span><\/p>\r\n\r\n\r\n\r\n<p><a href=\"https:\/\/www.youtube.com\/watch?v=OtQFSutQpek\" target=\"_blank\" rel=\"noopener noreferrer\"><b>Learn how to set up your Booking Page for success. Watch a how-to video &gt;<\/b><\/a><\/p>\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" width=\"700\" height=\"280\" class=\"wp-image-5791\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/booking-page-setup-700x280.png\" alt=\"booking page setup\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/booking-page-setup-700x280.png 700w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/booking-page-setup-250x100.png 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/booking-page-setup-768x307.png 768w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/booking-page-setup-120x48.png 120w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/booking-page-setup.png 1000w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/figure>\r\n<\/div>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li style=\"font-weight: 400;\"><b>Step 1:<\/b><span style=\"font-weight: 400;\"> Add your business details by navigating to <\/span><a href=\"https:\/\/my.setmore.com\/profile\/#configure\/company_details\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">Apps &amp; Integrations &gt; Your Booking Page (Configure) &gt; Company Details<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Step 2:<\/b><span style=\"font-weight: 400;\"> Add your staff member profiles under Settings &gt; Staff.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Step 3:<\/b><span style=\"font-weight: 400;\"> Add your service offerings under Settings &gt; Services.<\/span><\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p><span style=\"font-weight: 400;\">All the information you fill in through your Setmore interface will show up on your Booking Page. When you\u2019re all finished, be sure to check it out by going to Apps &amp; Integrations, and under where it says \u201cYour Booking Page,\u201d click \u201cVisit Your Page.\u201d More information means your customers can make a better informed decision about what services to book, which means a better experience overall.<\/span><\/p>\r\n\r\n\r\n<hr class=\"wp-block-separator\" \/>\r\n\r\n\r\n<h2 class=\"wp-block-heading\"><span style=\"font-weight: 400;\">Facebook Business Page<\/span><\/h2>\r\n\r\n\r\n\r\n<p><span style=\"font-weight: 400;\">Dang nearly everyone on the planet is on Facebook. A lot of your potential customers will be sourcing recommendations from their friends on here. So it\u2019s important to maintain a business profile to serve as a \u201clanding zone.\u201d <\/span><\/p>\r\n\r\n\r\n\r\n<p><span style=\"font-weight: 400;\">Using Facebook\u2019s \u201cAdd a Button\u201d feature, you can create a call-to-action button that will link directly to your Setmore Booking Page. This button will appear to your followers and fans who are browsing Facebook from a laptop, or from their phones.<\/span><\/p>\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" width=\"700\" height=\"280\" class=\"wp-image-5793\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/facebook-interface-700x280.png\" alt=\"facebook interface\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/facebook-interface-700x280.png 700w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/facebook-interface-250x100.png 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/facebook-interface-768x307.png 768w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/facebook-interface-120x48.png 120w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/facebook-interface.png 1000w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/figure>\r\n<\/div>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li style=\"font-weight: 400;\"><b>Step 1:<\/b><span style=\"font-weight: 400;\"> To get started, go to your Facebook business profile and tap the \u201cAdd a Button\u201d button, right below your header image.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Step 2:<\/b><span style=\"font-weight: 400;\"> Next, select the option for \u201cBook Now.\u201d On the next screen, select the option for \u201cLink to Website.\u201d<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Step 3:<\/b><span style=\"font-weight: 400;\"> Enter your Booking Page URL and save your button. <\/span><\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p><a href=\"https:\/\/www.youtube.com\/watch?v=yFTH_CskF_E\" target=\"_blank\" rel=\"noopener noreferrer\"><b>More of a visual learner? Click here to watch the Facebook button how-to video &gt;<\/b><\/a><\/p>\r\n\r\n\r\n\r\n<p><span style=\"font-weight: 400;\">The \u201cBook Now\u201d button will appear on your Facebook business page. Click it, and then select \u201ctest button\u201d to verify that the button works.<\/span><\/p>\r\n\r\n\r\n\r\n<p><span style=\"font-weight: 400;\">Adding the button is only half the battle. When using Facebook to promote your services, you should be making regular posts that encourage users to schedule an appointment online. And you should link these posts to your Setmore Booking Page.<\/span><\/p>\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" width=\"513\" height=\"488\" class=\"wp-image-5795\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/fb-post.png\" alt=\"fb post\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/fb-post.png 513w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/fb-post-250x238.png 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/fb-post-120x114.png 120w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/figure>\r\n<\/div>\r\n\r\n\r\n<hr class=\"wp-block-separator\" \/>\r\n\r\n\r\n<h2 class=\"wp-block-heading\"><span style=\"font-weight: 400;\">Business Instagram Page<\/span><\/h2>\r\n\r\n\r\n\r\n<p><span style=\"font-weight: 400;\">Instagram is great for posting photos of your work. Recent updates to the platform now allow customers to book appointments directly through the Instagram app. <\/span><\/p>\r\n\r\n\r\n\r\n<p><span style=\"font-weight: 400;\">Instagram doesn\u2019t offer exposure to as many customers as Facebook. But the key advantage is being able to use photos of your work to build interest in your services. Customers can see your awesome pics, and then act on their interest to book your services online. They can do this in just a few taps, without leaving the Instagram app.<\/span><\/p>\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" width=\"400\" height=\"611\" class=\"wp-image-5797\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/setmore-select.png\" alt=\"setmore select\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/setmore-select.png 400w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/setmore-select-250x382.png 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/setmore-select-120x183.png 120w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/figure>\r\n<\/div>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li style=\"font-weight: 400;\"><b>Step 1:<\/b><span style=\"font-weight: 400;\"> From your Instagram business profile, tap Edit Profile and scroll down and tap Contact Options.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Step 2:<\/b><span style=\"font-weight: 400;\"> Tap \u201cAdd an action button &gt;\u201d then select Setmore from the list of options, and tap Next in the top right corner. <\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Step 3:<\/b><span style=\"font-weight: 400;\"> Enter your Setmore Booking Page URL and tap Done in the top right corner.<\/span><\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p><a href=\"https:\/\/www.instagram.com\/p\/BoKKq-FAHyt\/?taken-by=setmore\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>Or, follow along with a how-to video. Watch step-by-step instructions via Instagram &gt;<\/strong><\/a><\/p>\r\n\r\n\r\n\r\n<p><span style=\"font-weight: 400;\">The \u201cBook\u201d button will appear on your Instagram profile. When customers tap this button, your Booking Page will open inside the Instagram app, giving them a direct path to book online.<\/span><\/p>\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" width=\"484\" height=\"391\" class=\"wp-image-5800\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/book-button-half.png\" alt=\"book button half\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/book-button-half.png 484w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/book-button-half-250x202.png 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/book-button-half-120x97.png 120w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/figure>\r\n<\/div>\r\n\r\n\r\n\r\n<p><span style=\"font-weight: 400;\">Like with Facebook, this button becomes more effective the more you promote your services! Post your availability along with a message such as \u201cTap the Book button in our profile.\u201d And do it regularly to remind your customers that they have this option.<\/span><\/p>\r\n\r\n\r\n<hr class=\"wp-block-separator\" \/>\r\n\r\n\r\n<h2 class=\"wp-block-heading\"><span style=\"font-weight: 400;\">MailChimp<\/span><\/h2>\r\n\r\n\r\n\r\n<p><span style=\"font-weight: 400;\">Despite all claims to the contrary, email marketing is still very much alive and worthwhile. And, publishing a monthly newsletter with coupons or promotions is a great way to build your base of returning customers. Setmore gives you a way to automatically export new customer contacts to your newsletter recipient list. <\/span><\/p>\r\n\r\n\r\n\r\n<p><span style=\"font-weight: 400;\">This saves you the time involved in manually exporting\/importing customer contact information from Setmore to MailChimp. But the real benefit here is when you <\/span><b>include a link to your Booking Page in your email newsletters. <\/b><span style=\"font-weight: 400;\">This makes it even easier for customers to book an appointment online. Or, better yet, if you\u2019re promoting a deal or sale in your newsletter, this lets customers act on their interest right away.<\/span><\/p>\r\n\r\n\r\n\r\n<p><a href=\"https:\/\/support.setmore.com\/en\/articles\/490967-mailchimp\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"font-weight: 400;\">MailChimp<\/span><\/a><span style=\"font-weight: 400;\"> is our email marketing app of choice. And it\u2019s the one we\u2019ll be discussing here. But Setmore also offers an integration with <\/span><a href=\"https:\/\/support.setmore.com\/en\/articles\/491029-constant-contact\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"font-weight: 400;\">Constant Contact<\/span><\/a><span style=\"font-weight: 400;\">. <\/span><\/p>\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" width=\"700\" height=\"280\" class=\"wp-image-5802\" src=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/mailchimp-activate-700x280.png\" alt=\"mailchimp activate\" srcset=\"https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/mailchimp-activate-700x280.png 700w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/mailchimp-activate-250x100.png 250w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/mailchimp-activate-768x307.png 768w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/mailchimp-activate-120x48.png 120w, https:\/\/storage.googleapis.com\/blog-setmore\/1\/2021\/02\/mailchimp-activate.png 1000w\" sizes=\"(max-width: 360px) 300px, (min-width: 361px) 768px, 100vw\" \/><\/figure>\r\n<\/div>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li style=\"font-weight: 400;\"><b>Step 1:<\/b><span style=\"font-weight: 400;\"> In Setmore, navigate to Apps &amp; Integrations, then scroll down and click on the MailChimp integration card. Click the Activate button in the MailChimp details window.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Step 2:<\/b><span style=\"font-weight: 400;\"> Log in with your MailChimp username and password, then authorize access for Setmore.<\/span><\/li>\r\n<li style=\"font-weight: 400;\"><b>Step 3:<\/b><span style=\"font-weight: 400;\"> Select the mailing list where your Setmore contacts will be exported to. <\/span><\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p><span style=\"font-weight: 400;\">Now whenever you add new customers to your Setmore account, they\u2019ll automatically be exported to your MailChimp email marketing list. Customers may also add themselves simply by booking an appointment through your Booking Page. This also works if customers book from your Facebook or Instagram integrations, mentioned above.<\/span><\/p>\r\n\r\n\r\n<hr class=\"wp-block-separator\" \/>\r\n\r\n<hr class=\"wp-block-separator\" \/>\r\n\r\n\r\n<h2 class=\"wp-block-heading\"><span style=\"font-weight: 400;\">Mecha components, assemble!<\/span><\/h2>\r\n\r\n\r\n\r\n<p><span style=\"font-weight: 400;\">With all of these apps and platforms working for your business, your customer journey looks something like this:<\/span><\/p>\r\n\r\n\r\n\r\n<ol class=\"wp-block-list\">\r\n<li><span style=\"font-weight: 400;\">Customers can book online from your Booking Page, Facebook page, and Instagram profile.<\/span><\/li>\r\n<li><span style=\"font-weight: 400;\">New customers are automatically exported to your mailing list, so you can send out newsletters and promotions to keep them coming back.<\/span><\/li>\r\n<\/ol>\r\n\r\n\r\n\r\n<p><span style=\"font-weight: 400;\">Much of this process is automated, which means that you\u2019re freed up to focus on more important things. Like running your business, or delivering a high-quality service, or thinking up new ways to expand your services and reach new customers. <\/span><\/p>\r\n\r\n\r\n\r\n<p><span style=\"font-weight: 400;\">Most of the apps and services we covered here are free to use, with paid options to access advanced features. But you could set up everything as described and only pay $1 USD. So what are you waiting for \u2013 Get started today!<\/span><\/p>\r\n","protected":false},"excerpt":{"rendered":"Here at Setmore we operate with a very simple formula. The more ways your customers have to book their appointments online, the more appointments you\u2019ll likely get overall. And, the less time you\u2019ll spend on the phone, helping customers book their appointments. To summarize: More ways to book online = More appointments, Less time on&#8230;","protected":false},"author":3,"featured_media":5709,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10],"tags":[33,118,141],"class_list":["post-3363","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-resources","tag-booking-page","tag-online-scheduling","tag-self-booking"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Optimizing ways for customers to book online - Setmore<\/title>\n<meta name=\"description\" content=\"Learn how to connect your free Setmore Booking Page to multiple apps and let customers self-book online. 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