Setmore - Detailed Review
Productivity Tools
Setmore - Detailed Review Contents
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Setmore - Product Overview
Setmore Overview
Setmore is an online appointment scheduling software that plays a crucial role in the Productivity Tools category, particularly for businesses looking to streamline their scheduling processes.Primary Function
Setmore’s primary function is to help businesses manage their bookings, staff schedules, and customer interactions efficiently. It serves as a comprehensive tool for scheduling appointments, reducing administrative overhead, and enhancing customer engagement.Target Audience
Setmore is versatile and caters to a wide range of business types. Its target audience includes small to medium-sized businesses, particularly those in industries such as Hospital & Health Care, Retail, Health, Wellness and Fitness, and Consumer Services. Specifically, it is most often used by companies with 1-10 employees and revenues between $1 million and $10 million.Key Features
Here are some of the key features that make Setmore an invaluable tool for businesses:Online Booking
Customers can book appointments through a customizable online booking page that can be integrated into a business’s website, social media profiles, or emails.Calendar Management
Setmore provides a centralized calendar view, allowing businesses to manage appointments, staff schedules, and resources efficiently. It also syncs with popular calendar apps like Google Calendar, iCal, and Outlook.Automated Reminders
The software sends automated email and SMS reminders to customers, reducing no-shows and ensuring appointments are kept.Staff Scheduling
Businesses can easily assign appointments to specific staff members based on their availability, skills, and preferences.Reporting and Analytics
Setmore offers comprehensive reporting and analytics tools, providing valuable insights into business operations and enabling data-driven decision-making.Customization
The software allows businesses to create branded booking pages and configure settings to align with their unique business processes.Payment Processing
Setmore integrates with payment gateways like Stripe and Square, enabling businesses to accept payments at the time of booking.Integration Capabilities
Setmore integrates with various third-party applications, including Google Calendar, Zoom, Square, Facebook, Instagram, and Slack, making it part of a larger ecosystem that enhances its functionality. By leveraging these features, Setmore helps businesses streamline their appointment scheduling, improve customer engagement, and boost overall productivity. Setmore - User Interface and Experience
Setmore Overview
Setmore, an online appointment scheduling tool, is renowned for its user-friendly and intuitive interface, making it a standout in the productivity tools category.
Ease of Use
Setmore’s interface is designed to be highly accessible and easy to use for both staff and customers. The software features a modern and intuitive design that reduces the learning curve, allowing users to quickly adapt and start using the platform efficiently. Users have praised the ease of use, noting that it takes hours off their scheduling time and simplifies the administrative aspect of managing appointments.
User Interface
The interface is clean and organized, providing a centralized calendar view that allows users to manage appointments, staff schedules, and resources efficiently. This centralized view ensures that all scheduling information is readily available in one place, making it easier to oversee and manage daily operations.
Customization
Setmore allows for significant customization to align with the user’s brand and specific workflows. Users can create branded booking pages that include their logo, branding, and even an Instagram stream, ensuring a cohesive and professional experience for clients. This customization extends to the booking process, where users can configure settings such as the scheduling window and booking policies to fit their unique business needs.
Integration Capabilities
The software seamlessly integrates with popular third-party applications like Google Calendar, Zoom, and payment gateways. This integration capability enhances the user experience by allowing businesses to streamline their processes and leverage existing tools and data. For example, users can add 1-click Zoom or Google Meet video meeting links to their appointments and sync calendar events between Google and Setmore.
Automated Features
Setmore includes automated features such as email and text reminders, which help reduce no-shows and ensure customers stay informed about their upcoming appointments. These automated features contribute to a smooth and efficient user experience, both for the business and its clients.
Overall User Experience
The overall user experience with Setmore is highly positive. Users appreciate the systematic and organized way the software handles booking appointments, especially the integration with social media platforms like Facebook. The ability to manage all bookings through one online appointment scheduler and the automated reminders have been highlighted as key benefits that enhance the customer experience and reduce administrative overhead.
Conclusion
In summary, Setmore’s user interface is characterized by its ease of use, customization options, and seamless integration with other tools, all of which contribute to a highly efficient and user-friendly experience for both businesses and their clients.
Setmore - Key Features and Functionality
Setmore Overview
Setmore is a comprehensive online 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. This feature enables customers to book appointments directly through the business’s website or social media channels, enhancing the customer experience and reducing administrative overhead.Multiple Staff Calendars
Setmore provides a centralized calendar view to manage multiple staff schedules seamlessly. This feature ensures efficient appointment allocation by allowing businesses to assign appointments to specific staff members based on their availability, skills, and preferences.Automated Reminders
The software sends automated email and SMS reminders to customers, helping to reduce no-shows and ensure that appointments are kept. These reminders can be customized to fit the business’s communication style.Calendar Synchronization
Setmore integrates with popular calendar apps such as Google Calendar, iCal, and Outlook, ensuring that the business’s schedule is always up-to-date across multiple platforms. This synchronization helps in avoiding scheduling conflicts and keeps all calendars in sync.Payment Processing
Setmore allows businesses to accept payments directly through the platform, streamlining the booking and payment process. This feature simplifies financial transactions and reduces the need for separate payment processing systems.Analytics and Reporting
The software provides detailed analytics and reporting features that help businesses track their performance. These tools offer valuable insights into business operations, enabling data-driven decision-making and identifying areas for improvement.Integration Capabilities
Setmore integrates with a variety of third-party applications, including Google Calendar, Zoom, and payment gateways. This integration enhances the software’s functionality and allows businesses to leverage existing tools and data. Setmore also offers an API for custom integrations and works with Zapier to connect with even more applications.AI Integration
Setmore can be integrated with AI-driven tools like Goodcall, which provides a 24/7 AI phone assistant. This integration ensures that customer calls are answered at any time, even outside of business hours. Goodcall can access Setmore’s scheduling system via API to book, reschedule, or cancel appointments in real-time, enhancing customer interaction and reducing the workload on staff. This AI integration improves the overall efficiency and responsiveness of customer service.Automated Workflows
Through platforms like Pipedream, Setmore’s API can be used to automate appointment scheduling and calendar management. This automation allows for syncing appointments, customer information, and services across different platforms, triggering workflows from new appointments, and updating external CRMs with customer data.Conclusion
In summary, Setmore’s features are designed to streamline appointment scheduling, manage staff calendars, and enhance customer interactions. The integration of AI through tools like Goodcall further enhances these capabilities, ensuring a more efficient and responsive customer service environment. Setmore - Performance and Accuracy
Performance
Setmore is highly regarded for its user-friendly interface, which ensures a seamless experience for both staff and customers. This intuitive design reduces the learning curve and increases adoption rates, making it easier for businesses to integrate the tool into their daily operations. One of the standout features of Setmore is its ability to manage multiple staff calendars efficiently, allowing for smooth appointment allocation. Additionally, the tool offers customizable booking pages, automated email and SMS reminders, and payment processing options, all of which contribute to a streamlined scheduling process. Setmore also integrates with various third-party applications, including popular calendar apps, social media, email marketing software, and CRMs like Salesforce. This integration capability helps businesses leverage existing tools and data, enhancing overall workflow efficiency.Accuracy
The accuracy of Setmore is supported by its reliable automated reminders and payment processing features. These features help reduce no-shows and ensure that transactions are handled accurately. The tool’s analytics and reporting capabilities also provide valuable insights into business operations, enabling data-driven decision-making and identifying areas for improvement. However, there are some limitations to consider:Limitations and Areas for Improvement
1. Limited Integrations
While Setmore integrates well with popular calendar apps and some business tools, its integration options with other business software may be limited. This could hinder workflow efficiency for businesses that rely on a wide range of specialized tools.2. Pricing Structure
Setmore’s pricing plans can be perceived as expensive, particularly for small businesses or solo entrepreneurs with limited budgets. The cost may not justify the features for some users.3. Lack of Advanced Features
Depending on the business requirements, Setmore may lack certain advanced features such as more comprehensive reporting, analytics, or customization options. This could be a drawback for businesses that need more sophisticated tools.AI Integration
Setmore can be enhanced by integrating with AI-driven tools like Goodcall, which provides a 24/7 AI phone assistant. This integration allows for seamless appointment scheduling, real-time customer interaction, and reduced workload for staff. The combination of Setmore’s scheduling capabilities and Goodcall’s AI-driven customer service ensures a smooth and efficient experience for customers. In summary, Setmore performs well in terms of user experience, integration, and core scheduling features. However, it may have limitations in terms of integration with all business tools and its pricing structure. Ensuring these aspects align with your specific business needs is crucial for maximizing the tool’s benefits. Setmore - Pricing and Plans
Setmore offers a clear and flexible pricing structure to cater to businesses of various sizes and needs. Here’s a breakdown of their plans and the features included in each:
Free Plan
- Price: $0 per user per month
- Users: Up to 4 users
- Features:
- Unlimited appointments
- Accept customer payments through Square
- Custom Booking Page with unique URL
- iOS and Android apps
- Social Media Integrations
- Teleport Video Meetings
- Website/CMS Integrations
- 24/7 in-app support
- Email support
- 100 email reminders per month
Pro Plan
- Price: $12 per user per month (or $5 per user per month with annual billing)
- Users: No limit on the number of users, but typically recommended for 1-2 users
- Features:
- All features from the Free plan
- SMS and email reminders
- Recurring appointments
- 2-way calendar sync (Google and Office 365)
- Accept customer payments through Square and Stripe
- Video Conferencing integrations (including Zoom)
- Remove Setmore branding
- Customized notifications
Team Plan
- Price: $9 per user per month (or $5 per user per month with annual billing)
- Users: Unlimited users
- Features:
- All features from the Pro plan
- This plan is suitable for businesses that need more than two users and all the features available in the Pro plan.
Enterprise Plan
- Price: Custom pricing; contact Setmore for details
- Features:
- All features from the Pro plan
- Additional features such as HIPAA eligibility
- Customized solutions based on the organization’s specific needs
Additional Notes
- Setmore offers a free forever plan, which is quite generous and suitable for solo business owners or teams of up to four people.
- The paid plans offer additional features like SMS reminders, recurring appointments, and calendar sync, which can be crucial for larger or more complex businesses.
- Annual billing options provide discounts, making the Pro and Team plans more cost-effective if billed annually.
Setmore - Integration and Compatibility
Setmore Overview
Setmore, an online appointment scheduling software, boasts a wide range of integrations and compatibility features that make it a versatile tool for various business needs.Integrations with Popular Apps
Setmore integrates seamlessly with many popular applications to enhance its functionality. Here are some key integrations:Calendars
Video Conferencing
Online Payments
Website Builders
CRMs
Social Media
Other Tools
Unique Integrations
Setmore offers some unique integrations that set it apart:Compatibility Across Devices
Setmore is highly compatible across various devices:iOS and iPad
Android
Web App
Cloud-Based Syncing
As a cloud-based platform, Setmore automatically syncs data across all your devices. Whether you book an appointment on your iPad, iPhone, or laptop, the information will be updated in real-time across all devices.Zapier Integration
Setmore also integrates with Zapier, allowing you to connect with thousands of other apps without needing any coding. This includes integrations with Google Sheets, Gmail, Clio, Slack, HubSpot, Google Calendar, Mailchimp, and Jotform, among others.Conclusion
In summary, Setmore’s extensive integration capabilities and cross-device compatibility make it a highly versatile and efficient tool for managing appointments and customer interactions across a wide range of businesses. Setmore - Customer Support and Resources
Setmore Customer Support Options
Setmore offers a comprehensive array of customer support options and additional resources to ensure users have a seamless and supportive experience.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 the web or mobile app. Here’s how:- On the web app, select ‘Help & support’ from the left-hand menu, click on ‘Chat with us,’ and then ‘Send us a message’ in the pop-up window.
- On the mobile app, go to ‘Settings > Help,’ tap ‘Chat with us,’ and then ‘Send us a message’ on the new screen.
Accessing Old Support Chats
You can easily access your old support chats:- On the web app, go to ‘Help & support,’ select ‘Chat with us,’ and then go to ‘Messages’ to find your previous conversations.
- On the mobile app, go to ‘Settings > Help,’ tap ‘Chat with us,’ and then select ‘Messages’ to revisit old messages. Replying to an old conversation will re-open the ticket, and a specialist will respond shortly.
Other Contact Methods
If you prefer other methods of contact, you can:- Send an email to help@setmore.com.
- Call Setmore at 1 (800) 749-4920.
Help Section and FAQs
Setmore has a dedicated help section on their website, accessible via the “Support” link near the Setmore logo. This section categorizes questions into topics such as Calendar, Customers, Staff, Services, and Payments. There is also a search bar that functions like Google, allowing you to find answers quickly. This resource is intended to address frequently asked questions, but you can still contact support if you can’t find the answer you need.Integrations and Additional Tools
Setmore integrates with various popular apps, such as Facebook, Mailchimp, and Zoom, to automate daily processes and enhance customer service. These integrations allow you to book appointments directly from social media profiles and streamline your workflow. By providing these multiple support channels and resources, Setmore ensures that users can find the help they need efficiently and effectively. Setmore - Pros and Cons
Advantages of Setmore
Setmore offers several key advantages that make it a valuable tool for businesses, especially those with appointment-based services:Cost-Effective
Setmore is one of the most budget-friendly appointment scheduling software options available. It offers a free plan with basic features, making it ideal for small businesses, freelancers, and those on a tight budget.Ease of Use
The platform is known for its intuitive and non-technical interface, which means anyone can quickly grasp how to use it, regardless of their technical background. This ease of use is a significant advantage for businesses that need a simple and efficient scheduling solution.Customizable Booking Pages
Setmore allows businesses to create customizable booking pages that reflect their brand and services. This feature helps in maintaining a consistent brand image and makes it easy for customers to book appointments online.Automated Reminders
The software provides automated email and SMS reminders, which significantly reduce no-shows and improve customer engagement. Customers can also reschedule or cancel their appointments directly from these reminders.Multiple Staff Calendars
Setmore enables the management of multiple staff schedules seamlessly, ensuring efficient appointment allocation. Each team member has their own staff profile, allowing for controlled access and management of their availability.Integrations
Setmore integrates with a variety of third-party applications, including Google Calendar, Office 365, Zoom, Square, Facebook, Instagram, and many more. These integrations enhance its functionality and make it part of a larger ecosystem.Mobile App
The platform offers a highly rated mobile app for both Android and iOS, making it highly compatible for users who are constantly on the go.Payment Processing
Setmore allows businesses to accept payments directly through the platform, streamlining the booking and payment process. With integrations like Stripe, customers can pay upfront for their appointments.Disadvantages of Setmore
While Setmore is a valuable tool for many businesses, it also has some limitations:Lack of Advanced Analytics
Setmore does not offer meaningful reporting or analytical tools to track business growth over time. This lack of analytics makes it less suitable for rapidly growing businesses or those needing detailed performance metrics.Limited Internal Collaboration
The platform lacks features for internal collaboration such as messaging and team meeting tools. This makes it less ideal for businesses that require extensive team coordination.Simple Feature Set
Setmore is best suited for simple, calendar-oriented businesses. It lacks the elaborate features needed for complex or growing businesses, such as the ability to attach detailed notes or important paperwork to appointments.Occasional Technical Issues
Some users have reported occasional bugs or speed problems with the software, which can lead to lost appointments if not addressed promptly.Limited Customization for Complex Scheduling
Setmore does not offer sophisticated customization possibilities, which can be a drawback for companies with intricate scheduling needs. For example, it lacks the ability to book multiple services from the administrative end. In summary, Setmore is an excellent choice for small to medium-sized businesses or freelancers with simple appointment scheduling needs, but it may not be the best fit for larger or more complex operations. Setmore - Comparison with Competitors
When Comparing Setmore to Other Appointment Scheduling Tools
Several key features and differences stand out that can help you choose the best fit for your business.Setmore Key Features
Setmore is a comprehensive appointment scheduling software that offers several notable features:- Customizable Booking Pages: Businesses can create branded booking pages that reflect their services and brand.
- Multiple Staff Calendars: Manage multiple staff schedules efficiently, ensuring optimal appointment allocation.
- Automated Reminders: Reduce no-shows with automated email and SMS reminders.
- Analytics and Reporting: Track business performance with detailed analytics and reporting features.
- Payment Processing: Accept payments directly through the platform.
Alternatives and Their Unique Features
Trafft
Trafft is often highlighted as a top alternative to Setmore. Here are some of its unique features:- User-Friendly Platform: Known for its ease of use and high-converting booking websites.
- Powerful Integrations: Integrates with tools like MailChimp, Google Analytics, Stripe, and Zapier, as well as virtual meeting tools like Zoom and Google Meet.
- Comprehensive Business Dashboard: Offers insightful business metrics and marketing tools.
Acuity Scheduling
Acuity Scheduling is another strong contender:- Multiple-Location Scheduling: Allows scheduling across multiple locations, a feature Setmore does not offer.
- Advanced Analytics and Customization: Provides advanced analytics, customization options, and client relationship nurturing tools.
- Industry Flexibility: Adjusts seamlessly to any industry, making it versatile for various business types.
Timely
Timely is particularly suited for businesses like salons and mobile massage services:- Comprehensive Client Management: Includes online booking, digital consultations, and integrated marketing tools to improve client management.
- SMS Reminders and Job Location Population: Sends SMS reminders and automatically populates job locations, enhancing service delivery.
- Inventory Tracking and Reporting: Offers inventory tracking, staff management, and comprehensive reporting and analytics.
Doodle
Doodle is ideal for finding the best time for meetings among multiple participants:- Poll-Based Scheduling: Creates polls to find a time that works for everyone, simplifying the scheduling process for groups.
- Reminders and Analytics: Sends reminders and provides analytics for meetings.
Bookero
Bookero is an open-source scheduling software:- Intuitive Interface: Simplifies scheduling and reduces no-shows with automated reminders.
- Secure Online Payments: Facilitates secure online payments and streamlines resource allocation.
- Customization Options: Allows for branded booking pages and robust reporting features.
Pricing Comparison
- Setmore: Offers a free plan, with paid plans starting at $12 per user per month.
- Trafft: Pricing details are not specified in the sources, but it is known for its user-friendly and integrated approach.
- Acuity Scheduling: Generally priced higher than Setmore, with ratings indicating strong customer satisfaction.
- Timely: Pricing starts from $39 per month, with higher tiers offering more features.
- Doodle: Offers a free plan, with paid plans starting from $14.95 per month per user.
- Bookero: Pricing ranges from 4EUR to 32EUR per month, depending on the plan.
Conclusion
Each of these alternatives offers unique features that might better suit specific business needs. Setmore stands out for its simplicity, affordability, and wide range of integrations. However, if you need more advanced features like multiple-location scheduling (Acuity Scheduling), comprehensive client management (Timely), or poll-based scheduling (Doodle), one of the alternatives might be a better fit. Ultimately, the choice depends on the specific requirements and priorities of your business. Setmore - Frequently Asked Questions
Frequently Asked Questions about Setmore
What is Setmore?
Setmore is an online appointment scheduling software designed to help businesses manage their bookings, staff, and customer interactions. It offers features such as customizable booking pages, multiple staff calendars, automated reminders, and payment processing, making it a comprehensive solution for businesses of all sizes.How much does Setmore cost?
Setmore offers several pricing plans:- Free Plan: This plan is free and allows up to 4 users, with features like unlimited appointments, accepting customer payments, a custom booking page, and 24/7 in-app support.
- Pro Plan: This plan costs $9 per user per month (or $5 per user per month when billed annually) and includes additional features such as SMS reminders, recurring appointments, and 2-way calendar sync.
- Team Plan: This plan costs $9 per user per month (or $5 per user per month when billed annually) and is similar to the Pro plan but allows for unlimited users and includes HIPAA compliance.
- Enterprise Plan: Custom pricing for this plan is available upon contacting Setmore, and it includes all the features of the Team plan plus additional enterprise-level features.
Does Setmore offer a free trial?
No, Setmore does not offer a free trial. However, it does offer a free plan with basic features that you can use indefinitely.Can I customize my booking page with Setmore?
Yes, Setmore allows businesses to create customizable booking pages that reflect their brand and services. You can personalize the page with your business’s details and services, although there are some limitations on customizing the color palette in the free and lower-tier plans.Does Setmore integrate with other applications?
Yes, Setmore integrates with various third-party applications such as Google Calendar, Zoom, Square, Facebook, Instagram, Slack, and more. It also offers an API for custom integrations and works with Zapier to connect with even more applications.What types of businesses use Setmore?
Setmore is versatile and caters to a wide range of business types, including hair salons, barbers, plumbers, contractors, computer repair services, massage centers, fitness centers, medical practices, consulting services, and tutoring services.Does Setmore provide automated reminders?
Yes, Setmore provides automated email and SMS reminders to reduce no-shows and improve customer engagement. The free plan includes email reminders, while the Pro and Team plans also include SMS reminders.Is Setmore available on mobile devices?
Yes, Setmore has iOS and Android apps, allowing you to manage your appointments and bookings on the go.Does Setmore support recurring appointments?
Yes, the Pro and Team plans of Setmore support recurring appointments, which is not available in the free plan.Is Setmore HIPAA compliant?
Yes, the Team and Enterprise plans of Setmore are HIPAA eligible, making it suitable for businesses in the healthcare sector that require such compliance.How does Setmore handle payment processing?
Setmore allows businesses to accept customer payments directly through the platform, using payment gateways like Square, Stripe, and PayPal.