Your Setmore Booking Page Setup Guide

By Setmore Appointments

Free, powerful online customer scheduling for businesses of all sizes.

Every Setmore account comes with a free, public Booking Page that lists your staff, services, availability, and contact information. From the Booking Page, customers can self-select the service they want at a time that’s convenient for them, and the appointment will appear directly on your Setmore calendar.

The magic of automated appointments

a wizard summons an email notification that says "appointment confirmed"

Imagine the possibilities! Whereas you’d normally have to play phone tag or potentially lose out on new appointments if the customer lands in your voicemail, the Booking Page helps eliminate these hassles. Customers book online whenever they want, even when you’re snoozing in bed, and Setmore will even send out automatic notifications to boot.

Optimizing your Booking Page

This guide will show you how to set up and get the most value out of your Booking Page. We’ll cover the following material over the next few sections:

  • Booking Page pieces
  • Adding a logo and business information
  • Back-end configurations
  • Embedding the Booking Page on your website
  • Getting paid from your Booking Page
  • Tips for driving customer web traffic

Booking Page Pieces and Components

Before we get our hands dirty, let’s take a look at the different pieces that make up your Booking Page. Note that while you can customize certain elements, you won’t be able to change how the Booking Page template looks (such as the background color). But the following pieces are fair game:

the booking page with sections highlighted in different colors

  • Your Logo – For best results, the logo image should be square. Horizontal logos should have some blank space above and below.
  • Navigation – Customers can select between appointments, classes, reviews, and photos.
  • Appointment Zone – Customers choose a service, provider, date/time, add their personal information, and submit a payment if applicable.
  • Business Info – Your website links, business hours, and a Google Maps pin.
  • Setmore Branding – You can remove this when you upgrade to Setmore Premium.

Pro Tip: The Booking Page will automatically resize based on the customer’s device, so they can book appointments from a smartphone easily.


Customizing Your Booking Page

The best Booking Pages will have lots of words and images to both inform and engage your customers visually. You can add a logo and basic business information under Apps & Integrations > Your Booking Page (Configure) > Company Details.

navigation path for getting to the company details menu

  • Customize your .setmore.com URL. The best URLs are short, sweet, and memorable.
  • Upload your logo. If you don’t have a logo, upload a picture of yourself or your team. Something is better than nothing.
  • Add your contact information. This will help customers reach you if something goes wrong.

visual representation of the company details menu

Feel free to explore the rest of the options and add as much information as you’re comfortable with. More information is better than less, and serves as a visual cue to your customers that your business is active, accessible, and easy to reach in case something comes up.

Adding thumbnail images to services and staff

Thumbnails will appear when customers choose a service and a provider. It’s important to have pictures here because they create a more inviting experience for your customers, while setting expectations about the quality of services that customers will receive.

an empty staff profile being filled out

  1. Upload a thumbnail for your services by going to Settings > Services.
  2. Click on any service to bring up its Details menu.
  3. Click on the thumbnail space to upload a new image.
  4. Navigate to Settings > Staff and repeat the process for each of your staff members.

Pro Tip: Available time slots on your Booking Page are determined by your staff working hours, and not your posted business hours. You can adjust staff hours in each staff member’s profile under Settings > Staff.


Back-End Configurations

These back-end options are only visible to you as the Setmore account admin, and they change how your customers book appointments on your Booking Page. You can find all of these settings under Apps & Integrations > Your Booking Page (Configure) > Booking Policies.

navigation path for getting to the booking policies menu

sample representation of the Booking Page Policies menu

Appointment Lead Time – How soon before an appointment time the customer may book. One hour or one day works best.

Booking Slot Size – How often time slots appear on the Booking Page. One-hour slots will generate times at 9:00, 10:00, 11:00, and so on. 15 minutes works best here.

Scheduling Window – How far out your customers can book an appointment. One to three months works best here.

Contact Fields – Here you can add custom form fields to the customer intake form. Add as many as you need; Phone and Email are included by default.

Notes for the Customer – A customizable pop-up message that customers will see as soon as the land on your Booking Page. Include a custom greeting or instructions as necessary.

Show Local Time – Automatically converts available time slots into the customer’s time zone. If you treat with customers across different time zones, leave this feature activated.

Customer Login – Customers will be prompted to create a username and password before confirming their appointment. This feature helps prevent duplicate customer profiles. We recommend that you turn this feature…

– On/Optional if you have regular customers, as for haircuts or salons.
– Off if you provide one-time services, as for interview scheduling.

Setmore Branding – When you upgrade to Setmore Premium, you may remove the Setmore brand elements from your Booking Page by disabling this feature.

We covered the most important configurations here, but there are dozens of other features in the Booking Policies sub-menu. Feel free to explore on your own.


Embedding the Booking Page on Your Website

The first point of contact that most customers will have with your business is your website. For this reason it’s important to connect your website to your Booking Page, to give customers a direct path to book an appointment online, rather than having to call you. Setmore gives you numerous tools to link to your website to your Booking Page.

showing what webpage elements fall in the "above fold" area

Pro Tip: The best place to put the “Book Appointment” button will be the first screen of your home page (also known as “above-the-fold”).

Non-technical solution: hyperlinking text or images to your Booking Page

Virtually all blog, website, and social media platforms let you create hyperlinks out of a line of text. This is the easiest way to connect a webpage to your Setmore Booking Page.

insert link button pictured next to highlighted text

  1. In Setmore, go to Apps & Integrations and retrieve your Booking Page URL.
  2. In your webpage editor, select a line of text or an image and click the option to “create a hyperlink.”
  3. Paste your Booking Page URL here and save your changes.

Slightly more technical: using a website builder

Most website builders will have an HTML/Embed widget that you can drag and drop on your webpage. 

dragging and dropping an "embed code" tool onto a webpage

  1. In Setmore, go to Apps & Integrations > Booking Widget.
  2. Fill out the options for 1-3, then select “I’ll embed the code myself” and copy all the code there.
  3. In your website builder, drag and drop the HTML/Embed widget onto your webpage. Open the details menu for the HTML/Embed widget.
  4. When prompted to enter the HTML, paste the code that you copied in Step 2 and save your changes.

Officially technical: making direct edits to your website’s HTML

If you have access to your website’s HTML, this is probably the most expedient route.

HTML code of the Setmore booking page,

  1. Go to Apps & Integrations > Booking Widget.
  2. Fill out the options for 1-3, then select “I’ll embed the code myself” and copy all the code there.
  3. Open the HTML file of the webpage to which you’d like to add the Book Appointment button. Paste the code where you want the button to appear.
  4. Save the file to your server and you’re done!

Get Paid from Your Booking Page

With an active payment integration, your customers can pay for their appointments upfront via your Booking Page, using a debit or credit card. Any payments submitted this way will appear in the Appointment Details menu for each appointment on your Setmore Calendar.

payments on the booking page

This is a great way to get a firm commitment from your customers, while getting payment out of the way so that you can focus on your customer at the time of service.

Pro Tip: Setting up a payment integration requires your own Stripe account and a Setmore Premium subscription. Click for more information >


Tips for Driving Customer Traffic

The more avenues that you provide your customers for discovering your public Booking Page, the better the odds that they’ll book an appointment. Below we’ve included some recommendations for how and where to promote your Booking Page.

  • Add a link to “Book an appointment with me” to your email signature and link it to your Booking Page.
  • Add links to your Booking Page in all of your social media profiles.
  • Make regular postings on your social media accounts that promote your Setmore availability, a few times per week or per month.
  • Include links to book an appointment on any print materials you have, such as brochures and business cards.

Taking these steps will help bring more customers to your Booking Page, earn you more appointments, and help you build a base of returning customers.


What’s next?

By now you should have a fully built-out Booking Page that’s ready to engage customers and enables them to book their next appointment online. Take the next step with one of the options below:

Categorized in:

6 Responses

Leave a Reply

Your email address will not be published. Required fields are marked *

  • Hello

    I would like to say your online booking system is great and I have noticed the little buys on ioS and android have been ironed out in the last few weeks. It’s getting better and better!

    There is a feature that I would like to see involving staff working days. From time to time my staff may work an extra day in the week, which does not correspond to their normal working week, so the day is blocked for them taking appointments. It would be great if there was a way to unblock manually a day that the staff member doesn’t normally work without changing the days of the week they work in parameters.

    It is quite often we are obliged to improvise and shift appointments around because a lack of this feature and with several employees it becomes quite complicated.

    Is there a way you could integrate this into setmore?

    Joseph

    • Hi Joseph! Thank you for your feedback & suggestion. You’re definitely not the only Setmore user to request this! That being said, the feature in question is already on our backlog, but it’ll be some time before our development team chooses to prioritize it. I know they’re got a lot of other stuff on their plate right now. But I’ll let them know that more and more people are asking for this, and that will help influence the process. Thanks again for commenting 🙂

  • Hello and thank you for making setmore 🙂

    We are running a small not-for profit psychology website with free online consultations for spanish speaking people in need who don’t have other options. We’re planning to upscale it and have a few additional psychologist volunteers ready. However, they reside in different time zones. How do we best set it up so that we can set availability hours per volunteer in their own time zone, and so that it shows seamlessly for availability of clients in their time zone? Am still clumsy with the tool, so your indications will be very helpful. Thank you!

  • I am loving Setmore for booking appointments for my business.
    My one critique / or request for the future would be the ability to add a therapist’s temporary availability day by day. When their hours constantly change, it’s difficult to set them when you have to open up the entire day and quickly block off future availability for that day of the week.
    it’s a lot of work and confusion when repeating this process for 5 different therapists working here too. When they say, “I want to work this Thursday, can you open up my schedule?” its not an easy process yet.

    • Hi Laura, thank you for posting feedback! This really helps us better understand what our users’ needs are. We have gotten a few requests for this feature in the past and it’s currently up on our development backlog, though it may be some time before the team chooses to prioritize it. I’ll let you know if anything changes. Thanks again for commenting!