Product Overview of Setmore
Setmore is an online appointment scheduling software designed to help businesses of all sizes manage their bookings, staff, and customer interactions efficiently.
What Setmore Does
Setmore enables businesses to organize and streamline their appointment scheduling process. It is particularly useful for businesses that rely heavily on client appointments, such as hair salons, medical practices, fitness centers, and consulting services. The platform allows customers to self-book appointments online, reducing the need for manual scheduling and minimizing no-shows.
Key Features and Functionality
Customizable Booking Pages
Setmore allows businesses to create personalized booking pages that reflect their brand, including the ability to upload their business logo, add a Google Maps pin, and integrate with social media platforms like Facebook and Instagram. These pages can be shared or embedded directly into the business’s website, enabling customers to book appointments 24/7.
Multiple Staff Calendars
The software supports multiple staff calendars, allowing businesses to manage the schedules of different team members seamlessly. Each staff member has their own calendar, and administrators can control their availability by setting working hours, breaks, and time off. The free version supports up to 4 staff calendars, with the option to exceed this limit with a Pro subscription.
Automated Reminders and Notifications
Setmore automates email and SMS reminders to reduce no-shows. Customers and staff receive notifications for new, rescheduled, or cancelled appointments. Additionally, customers can reschedule or cancel their appointments directly from the email notifications. With Setmore Pro or Team plans, automated text reminders can also be sent, which have a higher open rate compared to emails.
Payment Processing
Setmore integrates with payment providers such as Square, Cash App, and Stripe, allowing businesses to accept payments directly through the platform. This feature streamlines the booking and payment process, enabling customers to pay for services upfront from the Booking Page.
Staff Scheduling and Management
Each team member has a staff profile, which allows administrators to manage their availability and access to the Setmore account. Staff logins can be enabled, providing controlled access with a username and password. Setmore Pro also offers a 2-way calendar sync with Google Calendar or Office 365, preventing accidental double-bookings and ensuring that all calendars are up-to-date.
Customer Management
Setmore includes a digital customer rolodex that stores customer information, appointment history, and behavioral data such as lifetime value and average purchase. This database can be customized with additional form fields to accommodate more detailed customer data.
Analytics and Reporting
The platform provides analytics and reporting features to track business performance. Businesses can view detailed reports and insights into customer behavior, helping them identify their best customers and optimize their services.
Integrations
Setmore integrates with a variety of third-party applications, including website builders like WordPress, Squarespace, and Wix, as well as other tools through Zapier. It also offers an API for custom integrations, enhancing its functionality within a larger ecosystem.
Additional Features
- Video Meetings: Setmore allows businesses to add 1-click Zoom or Teleport video meeting links to appointments, facilitating online consultations and group classes.
- QR Code and Social Media Integration: Businesses can share their Booking Page URL and QR code through various channels, including emails, business cards, and social media profiles.
- Mobile App: Setmore offers mobile apps for iOS and Android, ensuring flexibility and accessibility for both clients and businesses.
In summary, Setmore is a comprehensive online appointment scheduling solution that helps businesses streamline their scheduling, manage staff and customer interactions, and enhance overall efficiency. Its customizable booking pages, automated reminders, payment processing, and robust integration capabilities make it an invaluable tool for a wide range of appointment-based businesses.