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Offer a Better Customer Experience with Setmore Scheduling

Host Workshops and Make Your Clients Smarter

Offer expert advice to clients in a class session, disseminate best practices, and encourage financially-savvy decision making.

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Book and Take Payments at the Same Time

Tender credit/debit card transactions online, safely and securely. Payment data is tied to each appointment, allowing you to track your growth.

Catch Up Your Schedule Anywhere

Access Setmore from anywhere on your iPhone or Android phone. Take advantage of the power of scheduling in the palm of your hands.

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Appointments Can be Secured Anywhere

Self Book

Self-booking is simple, instant and preferred. Clients can book meetings with financial advisors through the online booking portal.

Selfbook Website

With the Setmore button, customers can book an appointment directly from your website for a smoother online experience.

Selfbook Facebook

Use your Facebook page to bring in more bookings and increase visibility on the most widely used social media platform in the world.

Empower them stay on top of their schedules

Automatic email notifications alert staff and customers about upcoming appointments.

Google Two-Way Sync

Sync schedule data between Setmore and Google Calendar and access appointments and events through both for enhanced productivity.

SMS Reminders

Remind customers about their appointments with automated SMS messages to boost your business with fewer no-shows or late arrivals.