Setmore - Detailed Review
Collaboration Tools
Setmore - Detailed Review Contents
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Setmore - Product Overview
Introduction to Setmore
Setmore is an online appointment scheduling software that simplifies the process of managing appointments, bookings, and customer interactions for businesses. Here’s a breakdown of its primary function, target audience, and key features:Primary Function
Setmore’s main purpose is to help businesses organize and manage their schedules efficiently. It allows customers to book appointments online, sends reminders, and integrates payment options, all within a user-friendly interface.Target Audience
Setmore is primarily aimed at small to medium-sized businesses (SMBs), particularly those in industries such as Hospital & Health Care, Retail, Health, Wellness and Fitness, and Consumer Services. It is most often used by companies with 1-10 employees and revenues between $1 million and $10 million.Key Features
Appointment Scheduling
Setmore enables businesses to create and manage appointments online. Each staff member has their own calendar, and the free version supports up to 4 staff calendars. Users can book appointments, add services, and include notes for each booking.Booking Page
Every Setmore account comes with a free Booking Page, a public-facing web page that lists services, staff availability, and contact information. This page can be customized with the business logo, Google Maps pin, and other branding elements. It can be shared or embedded on the business website, social media, or other online platforms.Payment Integration
With Setmore Pro, businesses can accept online payments through integrations with services like Stripe, Square, and Cash App. This feature allows customers to pay for their appointments upfront from the Booking Page.Reminders and Notifications
Setmore automatically sends email alerts for new, rescheduled, or cancelled appointments to both staff and customers. Additionally, Setmore Pro and Team plans offer automated text reminders, which have a higher open rate and help reduce no-shows.Customer Management
The software includes a customer database where you can store customer information, appointment history, and behavioral data such as lifetime value and average purchase. This helps in identifying and engaging with the best customers.Staff Management
Each team member can have their own staff profile, allowing you to control their availability, set working hours, breaks, and time off. Setmore Pro also offers a 2-way calendar sync with Google Calendar or Office 365 to prevent double-bookings.Integrations
Setmore integrates with various popular apps, including website builders, sales CRMs, and video meeting tools like Zoom and Google Meet. This allows seamless automation and synchronization across different platforms. In summary, Setmore is a versatile tool that streamlines appointment scheduling, customer management, and payment processing, making it an essential asset for small to medium-sized businesses looking to optimize their operations. Setmore - User Interface and Experience
User Interface Overview
The user interface of Setmore is designed to be intuitive and user-friendly, making it an excellent choice for businesses looking to manage their appointment scheduling efficiently.Interface Design
Setmore features a minimalistic design with an easy-to-read font and bright colors, which enhances the overall user experience. The dashboard is presented as a calendar view, with a main menu on the left side that allows for easy access to various features. This layout is customizable, enabling users to arrange the dashboard according to their specific needs.Ease of Use
Setting up an account on Setmore is straightforward. Users can sign up using their email, phone number, or existing Google or Microsoft accounts. The process involves providing some basic information about the business, such as the name, type of business, working hours, and the number of staff. This information helps Setmore set up an appointment scheduling dashboard quickly. The interface is clean and clear, making it simple for both administrators and clients to use. For instance, clients can book appointments without needing to create an account, and they can log in if they choose to do so. The booking page is easy to navigate, guiding customers through the appointment booking process seamlessly.Customization and Features
Users can add icons to the online booking page to make it more user-friendly for clients. Additionally, appointments can be color-coded for better visibility and organization. Setmore also allows users to create specific appointment slots, input client contact details, and send email or SMS reminders to help clients remember their appointments.Client Management
Setmore’s client management features are also noteworthy. When a client books an appointment, they are automatically added to the customer database. Users can import existing customer lists, view customer information and appointment history, and add notes or manually add customers.Integrations and Compatibility
Setmore offers a range of integrations, including payment gateways like Square, Stripe, and PayPal (though the free plan only supports Square). It also integrates with Google Calendar, Microsoft Calendar, video platforms, and social media channels. The platform is accessible through web-based interfaces and native apps for Windows, iOS, and Android, ensuring consistency across all devices.Potential Limitations
While Setmore’s user interface is generally praised, there are a few areas where it could improve. For example, there is limited flexibility with employee scheduling, and it lacks integrations for accounting and payroll tools. Additionally, some users have reported occasional glitches and issues with customer support, such as repetitive explanations to support agents and unresolved issues over extended periods.Conclusion
Overall, Setmore’s user interface is designed to be easy to use and highly functional, making it a solid choice for businesses needing efficient appointment scheduling solutions. However, it is important to be aware of the potential limitations and areas for improvement. Setmore - Key Features and Functionality
Setmore Overview
Setmore is a comprehensive appointment scheduling software that offers a range of features to help businesses manage their bookings, staff, and customer interactions efficiently. Here are the main features and how they work, including the integration of AI:Customizable Booking Pages
Setmore allows businesses to create personalized booking pages that reflect their brand and services. These pages can be integrated into the business’s website, social media profiles, and even emails, providing a seamless booking experience for customers.Multiple Staff Calendars
The software enables businesses to manage multiple staff schedules seamlessly. This feature is particularly useful for larger businesses or those with multiple service providers or locations, ensuring efficient appointment allocation and avoiding scheduling conflicts.Automated Reminders
Setmore sends automated email and SMS reminders to customers ahead of their appointments, reducing the likelihood of no-shows. This feature helps maintain high attendance rates and improves overall business efficiency.Analytics and Reporting
The platform provides detailed analytics and reporting features, allowing businesses to track their performance. This includes insights into appointment bookings, customer interactions, and other key metrics, helping businesses make informed decisions.Payment Processing
Setmore integrates with payment gateways like Stripe and Square, enabling businesses to accept payments directly through the platform at the time of booking. This streamlines the payment process and secures revenue upfront, enhancing cash flow management.Calendar Syncing
Setmore syncs with major calendar platforms such as Google Calendar, Office 365, and Outlook. This real-time syncing ensures that all appointments are updated across all devices, preventing double bookings and scheduling conflicts.AI Integration
Setmore can be integrated with various AI-driven tools to enhance its functionality:Goodcall Integration
Setmore can integrate with Goodcall, an AI-driven phone assistant, to ensure 24/7 availability for customer calls. Goodcall can access Setmore’s scheduling system to book, reschedule, or cancel appointments in real-time, enhancing customer interaction and reducing the workload on staff.Composio.dev Integration
Setmore can be integrated with Composio.dev, allowing developers to leverage state-of-the-art language models like GPT-4 and others. This integration supports various AI applications such as chatbots, content creation tools, and more, ensuring precise and reliable outcomes.Whippy AI Integration
Setmore can be integrated with Whippy AI to automate customer communication via SMS, email, WhatsApp, and voice calls. Whippy AI’s AI Agent Builder can handle appointment reminders, follow-ups, and customer support calls, enhancing customer engagement and retention.Mobile Accessibility
Setmore offers mobile apps for both iOS and Android, allowing businesses to manage bookings on the go. This ensures that businesses can stay connected and manage their appointments from anywhere.Integrations
Setmore integrates with a variety of third-party applications, including Zapier, to connect with even more applications. This ecosystem enhances the software’s functionality and makes it a versatile tool for different business needs.Conclusion
By combining these features, Setmore provides a comprehensive solution for businesses to streamline their appointment scheduling, manage customer interactions, and improve overall efficiency, all while leveraging the benefits of AI integration to enhance customer service and operational workflows. Setmore - Performance and Accuracy
When Evaluating Setmore
When evaluating the performance and accuracy of Setmore in the category of collaboration tools and AI-driven products, it’s important to consider both its strengths and limitations.
Ease of Use and Core Features
Setmore is highly praised for its ease of use and simplicity. It offers essential features such as unlimited appointments, a client self-booking webpage, calendar integration, and reminders via email and text. These features make it an excellent choice for small businesses, freelancers, and those with basic scheduling needs.
Limitations in Collaboration and Analytics
However, Setmore falls short in several key areas. It lacks meaningful reporting and analytical tools, which are crucial for tracking business growth and performance over time. Additionally, it does not offer significant internal collaboration features such as messaging or team meeting tools. This makes Setmore less suitable for businesses that require detailed analytics or robust collaboration capabilities.
Technical Issues and Functional Limitations
Users have reported some technical issues, such as occasional crashes, problems with saving data, and delays in updates. There are also limitations with setting up lead times for appointments and managing recurring appointments, which can be time-consuming and frustrating. For instance, editing a recurring appointment series can be cumbersome, as it requires searching back to the original appointment, deleting or changing it, and then editing every subsequent appointment in the series.
Integration and Customization
Setmore does integrate well with other tools like Google Workspace, Microsoft Office 365, and various third-party applications, which can help mitigate some of its limitations. However, users have noted that the software could benefit from more specific industry categories and customization options.
Conclusion
In summary, Setmore performs well for small-scale, budget-conscious operations that need basic appointment booking and scheduling. However, it is not ideal for businesses requiring advanced analytical tools, strong internal collaboration features, or more complex scheduling management. If you are a small business or freelancer looking for a simple, affordable solution, Setmore might be a good fit. But for more complex or growing businesses, you may need to consider other options that offer more comprehensive features and better performance in these areas.
Setmore - Pricing and Plans
Setmore Pricing Overview
Setmore, an appointment scheduling software, offers a clear and structured pricing model with several plans to cater to different business needs. Here’s a breakdown of their pricing structure and the features included in each plan:
Free Plan
- Price: $0 per user per month
- Users: Limited to up to 4 users
- Features:
- Unlimited appointments
- Accept customer payments through Square
- Custom booking page with unique URL
- CRM integrations
- Email support
- iOS and Android apps
- Social media integrations
- Teleport video meetings
- Website/CMS integrations
- 100 email reminders per month
- 24/7 in-app support
Pro Plan
- Price: $12 per user per month (or $5 per user per month with annual billing, which is a 58% discount)
- Users: No limit on the number of users
- Features: Includes all features from the Free plan plus:
- SMS reminders
- Recurring appointments
- 2-way calendar sync (Google and Office 365)
- Customized notifications
- Remove Setmore branding
- Zoom integration
- Stripe and PayPal payment options
Team Plan
- Price: $9 per user per month (or $5 per user per month with annual billing, which is a 44% discount)
- Users: No limit on the number of users
- Features: Includes all features from the Pro plan. This plan is ideal for businesses that need unlimited users and all the advanced features.
Enterprise Plan
- Price: Custom pricing based on the organization’s specific needs. You need to contact Setmore directly for details.
- Features: Includes all features from the Team plan plus additional customization options and HIPAA eligibility, making it suitable for larger organizations.
Summary
Setmore provides a generous free plan for small businesses and startups, while the Pro and Team plans offer more advanced features for growing and larger businesses. The Enterprise plan is tailored for organizations requiring customized solutions.
Setmore - Integration and Compatibility
Setmore Overview
Setmore, an online appointment scheduling software, is highly versatile and integrates seamlessly with a variety of tools and platforms, making it a powerful tool for managing bookings, staff, and customer interactions.
Integrations with Other Tools
Setmore integrates with several key applications to enhance its functionality. Here are some notable integrations:
- Zoom: Setmore allows you to automate the creation of Zoom meeting links for video-enabled services and classes. This integration is one-way, meaning you can assign a Zoom User ID to a staff profile, but it requires admin access to authorize. Each Zoom User ID has a daily limit of 100 create/update requests.
- Google Calendar: Setmore offers a 2-way sync with Google Calendar, ensuring that all events are visible across both calendars. This integration prevents double-booking and keeps your schedule up-to-date across different devices.
- Square, Stripe, and PayPal: For payment processing, Setmore integrates with Square, Stripe, and PayPal. These integrations allow you to set rules for payments, such as requesting deposits or part-payments, and process transactions directly through the platform.
- Mailchimp: Setmore integrates with Mailchimp to automatically add new customer details to your preferred mailing list, enabling targeted email campaigns and efficient customer communication.
- Zapier: For connecting with a broader range of applications, Setmore works with Zapier, allowing you to integrate with countless leading platforms.
Compatibility Across Devices
Setmore is highly compatible across various devices and platforms:
- Web and Mobile Apps: Setmore is available on both web and mobile apps. The mobile app supports both iOS and Android devices, including tablets. The Setmore app for iPad, for example, offers a full calendar view and all the menu options available on the iPhone app, ensuring a seamless experience across devices.
- Automatic Syncing: As a cloud-based platform, Setmore automatically syncs data across all devices. Whether you book an appointment on your iPad, laptop, or mobile phone, the information will be reflected across all your devices.
Additional Features and Integrations
- Customizable Booking Pages: Businesses can create personalized booking pages that reflect their brand and services, which can be integrated into various websites, including those built with WordPress.
- Automated Reminders: Setmore provides automated email and SMS reminders to reduce no-shows and improve customer engagement.
- Analytics and Reporting: The platform offers detailed analytics and reporting features to track business performance.
Support and Assistance
For any issues or questions, Setmore offers comprehensive support. You can contact Team Setmore via email, phone, or start a chat directly from the app. The support articles cover both mobile and web-based use cases, ensuring you have the information you need regardless of the device you’re using.
Conclusion
In summary, Setmore’s integration capabilities and cross-platform compatibility make it a versatile and efficient tool for businesses to manage their appointment scheduling, customer interactions, and staff calendars effectively.
Setmore - Customer Support and Resources
Setmore Customer Support Options
Setmore offers a comprehensive array of customer support options and additional resources to ensure users can effectively manage their appointment scheduling and other business needs.Instant Chat Support
Setmore provides 24/7/365 chat support, allowing you to get help anytime you need it. You can initiate a chat within both the web and mobile apps. Here’s how:- On the web app, select ‘Help & support’ from the left-hand menu, then click ‘Chat with us’ and send your message.
- On the mobile app, go to ‘Settings > Help’, tap ‘Chat with us’, and send your message. Expect a response within 1-3 minutes.
Email and Phone Support
If you prefer other contact methods, you can email Setmore at help@setmore.com or call them at 1 (800) 749-4920.Accessing Old Support Chats
You can revisit old support chats for reference. On the web app, go to ‘Help & support’, select ‘Chat with us’, and then go to ‘Messages’. On the mobile app, go to ‘Settings > Help’, tap ‘Chat with us’, and then select ‘Messages’.Support Section and FAQs
Setmore has a dedicated support section on their website where you can find answers to frequently asked questions. This section is categorized by topics such as Calendar, Customers, Staff, Services, and Payments. There is also a search bar to help you find specific information quickly.Additional Resources
- Customizable Help Content: The support section includes detailed guides and FAQs that cover various aspects of using Setmore, from getting started to advanced features.
- Blog and Hacks: Setmore’s blog provides tips and hacks to help you optimize your appointment scheduling. For example, you can learn how to link your booking page in different languages, manage in-person payments, and use your booking page for various types of events.
- Industry-Specific Resources: Setmore offers resources tailored for different industries, such as medical practices. These resources include guidance on HIPAA compliance, personalizing your booking page, and managing patient details.
Integration with Other Tools
Setmore integrates with various third-party applications like Google Calendar, Zoom, Square, Facebook, Instagram, and Slack. This integration can enhance your scheduling and customer interaction capabilities. For instance, integrating with Goodcall, an AI-driven phone assistant, can ensure 24/7 availability and seamless appointment scheduling.Conclusion
By leveraging these support options and resources, you can ensure a smooth and efficient experience with Setmore, addressing any questions or issues promptly and effectively. Setmore - Pros and Cons
Advantages of Setmore
Setmore offers several significant advantages that make it a valuable tool for businesses, particularly those that are service and appointment-based:User-Friendly Interface
Setmore boasts a user-friendly interface that makes it easy for businesses and their clients to manage appointments, schedules, and customer details without requiring extensive technical knowledge.Customizable Booking Page
Businesses can create a custom Booking Page that showcases their services, real-time availability, and accepts payments securely online. This page can be branded with the business’s logo, colors, and even include reviews to build trust with potential customers.Integration Capabilities
Setmore integrates seamlessly with various popular platforms such as Zoom, Google Meet, WordPress, Squarespace, Wix, and social media sites like Facebook and Instagram. This allows businesses to reach a wider audience and streamline their scheduling process.Automated Reminders and Payments
The platform automates email and text reminders to reduce no-shows and allows businesses to accept payments online, making the booking and payment process efficient and secure.Staff Scheduling and Customer Management
Setmore includes a built-in staff scheduling tool and a digital customer rolodex, which helps in managing staff schedules and customer details effectively.Mobile and Desktop Apps
The software offers mobile apps for Android and iOS, as well as desktop apps for Windows and macOS, ensuring that businesses can manage their bookings from anywhere.Cost-Effective
Setmore provides a free plan that is practical for up to four users, with unlimited appointments and other essential features. The paid plans are also competitively priced, starting at $12 per user per month.Disadvantages of Setmore
While Setmore is a useful tool for many businesses, it also has some limitations:Limited Customization for Complex Needs
Setmore lacks sophisticated customization possibilities, which can be a drawback for companies with intricate scheduling needs. Some users have reported bugs or speed issues with the software.Limited Analytical Features
The platform does not offer meaningful reporting or analytical tools to track business growth over time, which can be a significant limitation for growing businesses.Video Conferencing Limitations
Setmore’s video conferencing service, Teleport, has limitations compared to other services like Zoom. For example, Teleport’s free plan only supports up to 25 participants, and there is no integration with Zoom on the free plan.Lack of Internal Collaboration Features
Setmore is not ideal for internal collaboration, such as staff meetings or team check-ins, as it primarily focuses on booking services for clients rather than facilitating internal meetings.Limited Support for Complex Businesses
The platform is best suited for simple, small-scale businesses or self-employed individuals. It lacks the features and capabilities needed to support the needs of complex, rapidly growing businesses. In summary, Setmore is an excellent choice for service-based businesses with simple scheduling needs, but it may not be the best fit for businesses requiring advanced analytical tools, complex scheduling, or robust internal collaboration features. Setmore - Comparison with Competitors
Setmore’s Unique Features
Setmore is particularly strong in its integration capabilities. It seamlessly connects with a variety of tools such as Google Calendar, Zoom, Square, Instagram, Facebook, Stripe, and Salesforce, which streamlines operations and enhances business efficiency. Setmore also allows businesses to accept secure online payments, making the booking process more convenient. Setmore offers a user-friendly interface with an intuitive setup and a customizable Booking Page. This allows businesses to create booking pages that align with their brand. Additionally, Setmore includes features like appointment reminders, a digital customer rolodex, and a staff scheduling tool, which are beneficial for B2C appointment-based businesses such as hair salons, tutoring centers, and doctor’s offices.Alternatives and Competitors
NewOaks AI
NewOaks AI stands out with its AI-driven automation and client engagement features. It offers SMS chat bookings, proactive follow-ups, and a user-friendly AI agent for mobile live chat. This platform is ideal for businesses looking to automate client interactions and enhance customer engagement through natural AI interactions.Calendly
Calendly is more versatile and geared towards corporate teams in various industries. It offers features like meeting polls, round-robin scheduling, and routing logic that directs bookers to the correct pages. Calendly integrates with over 100 popular apps, including LinkedIn Messenger, Microsoft Teams, and Webex, making it a strong choice for corporate teams needing to book a wide array of meetings.Oncehub
Oncehub is a powerful scheduling tool that offers a wide range of features and integrations. It is particularly suitable for businesses with complex scheduling needs, such as those with multiple team members and locations. Oncehub includes a mobile app for managing schedules on the go and integrates well with existing workflows, although it can be complex to set up and may have higher pricing for small businesses.SavvyCal
SavvyCal is another comprehensive scheduling platform that excels in customization options. It allows businesses to create branded booking pages, set custom availability rules, and integrate with a wide range of third-party tools. SavvyCal is well-suited for businesses with multiple team members and locations, offering features like round-robin booking, lead routing, and advanced analytics.Simplybook.me
Simplybook.me is a powerful alternative to Setmore, offering more customization options and advanced features. It caters to both solopreneurs and teams, with features like marketing integrations, team scheduling, and the ability for clients to book multiple services at once. However, it might have a slightly steeper learning curve compared to Setmore.Integration and Customization
Setmore’s integrations, while extensive, are somewhat limited compared to Calendly. However, Setmore’s unique integrations with social media platforms like Facebook and Instagram, as well as website builders like Weebly and Shopify, make it a strong choice for businesses that need to integrate scheduling directly into their online presence. For businesses seeking more advanced customization and integration options, alternatives like SavvyCal and Simplybook.me might be more suitable. These platforms offer deeper customization of booking pages and more extensive integrations with marketing and CRM tools.Conclusion
Setmore is a solid choice for B2C appointment-based businesses due to its ease of use, integration with popular tools, and secure online payment options. However, businesses with more complex scheduling needs or those looking for AI-driven automation might find alternatives like NewOaks AI, Calendly, Oncehub, SavvyCal, or Simplybook.me more fitting. Each of these alternatives offers unique features that can better align with specific business requirements. Setmore - Frequently Asked Questions
Frequently Asked Questions about Setmore
What are the different pricing plans offered by Setmore?
Setmore offers three main pricing plans: Free, Pro, and Team, with an additional Enterprise plan for custom needs.- Free Plan: This plan is free and suitable for up to 4 users. It includes features like unlimited appointments, 100 email reminders per month, 24/7 in-app support, custom booking page, and integrations with various apps.
- Pro Plan: This plan costs $12 per user per month (or $5 per user per month when billed annually) and is designed for 1-2 users. It includes all the features of the Free plan plus SMS and email reminders, recurring appointments, 2-way calendar sync, and the ability to remove Setmore branding.
- Team Plan: This plan costs $9 per user per month (or $5 per user per month when billed annually) and supports unlimited users. It includes all the features of the Pro plan and adds HIPAA compliance.
- Enterprise Plan: Custom pricing for this plan is available upon contacting Setmore. It includes all the features of the Team plan with additional customizations and support.
Does Setmore offer a free trial?
No, Setmore does not offer a free trial. However, it does offer a free plan that allows up to 4 users and includes many of its key features.What payment methods does Setmore support?
Setmore supports various payment methods, including Square, Stripe, and PayPal. These integrations allow you to accept customer payments directly through the platform.Can I integrate Setmore with other apps and services?
Yes, Setmore offers a wide range of integrations. You can integrate it with calendar services like Google and Office 365, CRM systems like Salesforce and HubSpot, social media platforms like Facebook and Instagram, and website builders like WordPress, Wix, and Squarespace. Additionally, it integrates with video meeting tools like Zoom and Teleport.How does Setmore handle appointment reminders?
Setmore provides multiple types of reminders to ensure your appointments are not missed. The Free plan includes 100 email reminders per month. The Pro and Team plans add SMS reminders in addition to email reminders. These reminders can be customized to fit your needs.Is Setmore HIPAA compliant?
Yes, the Team and Enterprise plans of Setmore are HIPAA eligible, making it suitable for businesses that need to comply with HIPAA regulations.Can I customize the booking page in Setmore?
Yes, you can customize the booking page in Setmore. All plans allow you to create a custom booking page with a unique URL. The Pro and Team plans also offer additional customization options, such as removing Setmore branding.How does Setmore handle recurring appointments?
The Pro and Team plans of Setmore support recurring appointments. This feature allows you to set up appointments that repeat at regular intervals, making it easier to manage recurring bookings.Can I use Setmore on mobile devices?
Yes, Setmore has iOS and Android apps, allowing you to manage your appointments and bookings on the go. The app syncs your data across all devices, ensuring you have access to your schedule wherever you are.How does Setmore support customer payments?
Setmore allows you to accept customer payments through integrations with Square, Stripe, and PayPal. This feature is available in all plans, including the free plan.What kind of support does Setmore offer?
Setmore offers 24/7 in-app support for all its plans. This ensures that you can get help whenever you need it, regardless of your plan. Setmore - Conclusion and Recommendation
Final Assessment of Setmore
Setmore is a versatile and user-friendly appointment scheduling software that is particularly well-suited for small businesses, self-employed individuals, and local service providers. Here’s a breakdown of its key features and who would benefit most from using it:Key Features
- Customizable Booking Pages: Businesses can create personalized booking pages that reflect their brand and services, which can be hosted on their own website or on a Setmore subdomain.
- Multiple Staff Calendars: Manage multiple staff schedules seamlessly, ensuring efficient appointment allocation.
- Automated Reminders: Reduce no-shows with automated email and SMS reminders sent to customers.
- Payment Processing: Accept payments directly through the platform via integrations with Square, Stripe, and PayPal.
- Social Media Integration: Enable customers to book appointments directly from social media platforms like Facebook and Instagram.
- Analytics and Reporting: While limited, Setmore provides basic analytics and reporting features to track business performance.