Schedule appointments and video meetings in Freshdesk.

Address more customer support inquiries with the free Setmore and Freshdesk calendar integration.

Calendar page open on multiple devices
  • Sync appointments and support tickets

    When clients schedule a consultation via your online Booking Page, their details automatically land in your preferred Clio contact list.

  • Easy online booking with real-time updates

    Create individual Booking Pages for your specialists. Your helpdesk team and customers can self-book without the back-and-forth.

  • Direct customers to the right specialist

    View the services offered by each staff member so the most relevant agents are matched with particular tasks.

Turn tickets into meaningful experiences.

Freshdesk allows you to access customer conversations all in one place. Integrating Setmore with Freshdesk enables you to schedule video meetings, connect with customers right away, and resolve issues quickly.

Book appointments from within Freshdesk to reduce wait times and offer a personalized experience.

How to integrate Setmore with Freshdesk.

Add your Booking Page to your Freshdesk interface in 3 steps:

  1. Log into Setmore, navigate to Apps & Integrations > Freshdesk, and copy the API key.
  2. Search for 'Setmore Appointments' in the Freshdesk Apps Marketplace and click 'Install'.
  3. 3 Paste the Setmore API code when prompted to complete the integration. That's all it takes!
  4. Specify which Setmore form fields will be exported and where to save the data in Clio. That’s all there is to it.

Get your full step-by-step guide to setting up the Freshdesk integration >

Automate booking notifications.

The Setmore-Freshdesk integration automates email confirmations and reminders for every booking. Your staff and customers know the where-and-when, as well as the issue that needs resolving. Reduce no-shows and keep everyone on the same page.

Stay in the loop with dynamic scheduling.

Update work hours, time-off and breaks so specialists are only booked when they’re available. Create multiple customized staff Booking Pages that allow helpdesk agents to schedule customer appointments in seconds.

Staff calendars automatically update each time an appointment is added, rescheduled, or canceled.

Book video meetings, offer quick solutions.

Enable your helpdesk agents to schedule virtual meetings with customers, directly from the Freshdesk dashboard. Automatically add a Teleport or Zoom meeting link to customer appointments and provide face-to-face support from Anywhere

Teams can offer live demos, resolve tickets more efficiently, and increase customer loyalty by humanizing each experience.

Engage new leads and resolve more tickets with Freshdesk-Setmore integration.

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FAQs.

  • Will appointments booked by agents appear on my Setmore calendar?

    Yes. Your agents will schedule appointments via your Booking Page - which is embedded in your Setmore plugin - as they interact with your customers. These appointments will then appear on your calendar.

  • Can I delete or update services and staff members using the Setmore plugin?

    No. The Setmore plugin will display only the Booking Page that agents can use to schedule appointments. To edit services or staff profiles, you'll have to log into the Setmore web or mobile app.

For more information, check out our Support Center

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