© C o py righ t Setm o re A ppo in tm en ts, all righ ts reserved.Visit w w w .setm o re.co m to learn m o re an d sign u p fo r a free acco u n t.Please h elp co n serve reso u rces an d do n o t prin t .

free o n lin e cu sto m er sch edu lin g

S etm o re?w h at is

- 2 -

W HA T IS SETM O RE?

3

4

6

7

8

1 0

1 11 1

1 2

Introd u c on

The Calend ar

Cu stom er List

Booking Page

N o fica ons

Staff Profiles

PPlans & Prod u cts

W hat’s N ext?

Table of Contents

TA BLE O F C O N TEN TS

- 3 -

W HA T IS SE TM ORE ? IN TROD UC TION

• C alendar • C usto m er List • B o o king P age • N o fica o ns • Staff P ro files

W e’ll co v er each piece in detail o v er th e next few pages.

The pieces o f yo u r Setm o re acco u n t:

Setm o re h elps yo u o rganize yo ur m e be er, w h ile being th e place w h ere yo u m anage appo intm ents w ith yo ur custo m ers. A fully bo o ked Setm o re calendar is a reflec o n o f yo ur business’ h ealth .

M o re than a bu sin ess calen dar

Setm o re lets yo u bo o k appo intm ents w ith yo ur custo m ers o nline. It’s as m uch fo r h air stylists w h o need to sch edule h aircuts, as it is fo r h andym en w h o needs to sch edule o n-site h o m e repair.

W hat is Setm o re?

- 4 -

E ach s taff m em ber gets their o w n calendar, and yo u can tab thro u gh to s ee each o ne. The free vers io n o f Setm o re s u ppo rts u p to 20 s taff calendars , w hich yo u can exceed w ith a Prem iu m s u bs crip o n.

This is w here yo u ’ll bo o k appo intm ents . Yo u r availability is repres ented by w hite s pace (grey s pace repres ents m e o u ts ide yo u r w o rking ho u rs ). The flo a ng red line indicates the cu rrent day and m e.

The Calen dar

W H A T IS SE TM O RE ? TH E C A LE N D A R

- 5 -

P r o T ip: You can also book classes in Setm ore. C lick to lear n m ore.

h ps://suppo rt.setm o re.co m /ser v ices/cla ss-bo o king

C lick “C on n ue” to add a custom er. You can either add a n ew custom er, or search from exis n g custom ers. For exis n g custom ers, their con tact in fo w ill populate autom a cally.

C lick Save, an d the appoin tm en t w ill show up on y our calen dar.

C lick an y w here on the calen dar t o star t a n ew appoin tm en t. The A ppoin tm en t w in dow in cludes dropdow n m en us for Provider, Service, D ay/Tim e, an d space for addi on al n otes.

B o o king a n a ppo intm ent:

W H A T IS SE TM O R E ? TH E C A LE N D A R

- 6 -

h p s://su p p ort.setm ore.com /cu stom ers/im p ort-cu stom er-contacts

P ro T ip : Yo u can im po r t a list o f y o ur exis ng custo m ers w ith a .csv file. C lick to learn m o re.

W hile bo o k ing an appo intm ent o n the calendar, selec ng an exis ng custo m er w ill auto m a cally po pulate the custo m er ’s data fr o m their pr o file.

This is y o ur digital r o lo dex o f all y o ur custo m ers. It includes custo m er nam e, co ntact info ,and appo intm ent histo r y by default. Yo u can add custo m fo r m fields fo r addi o nal data.

C u stom er L ist

W H A T IS S E TM O RE ? C US TO M E R LIS T

h ps://su ppo rt.setm o re.co m /pa ym ents/ta k e-pa ym ents-fro m -the-bo o k ing-pa ge

P ro T ip: W ith Setm ore Prem ium , custom ers can p ay up fron t for their ap p oin tm en ts v ia the B ookin g Page. C lick to learn m ore.

Share or em bed the B ookin g Page on your w ebsite, an d custom ers can self-book their n ext ap p oin tm en t w ithout hav in g to call you.

The B ookin g Page is a p ublic-facin g w eb p age that lists your serv ices, staff , av ailability, an d con tact in fo. You can also up load your busin ess logo an d add a Google M ap s p in .

T he B o o k ing P a ge

W HA T IS SE TM O RE ? B O O KING PA GE

P ro T ip : C ustom ers can reschedule or can cel their ow n ap p oin tm en t from their em ail n o fica on s. C lick to learn m ore.

h p s://sup p ort.setm ore.com /rem in ders-an d-n o fica on s/custom er-em ail-alerts

- 8 -

S etm ore autom a cally sen ds out an em ail alert to both y our team m em ber an d y our custom er for an y n ew , rescheduled, or can celled ap p oin tm en t. You can also sen d rem in der em ails to staff an d custom ers before their n ext ap p oin tm en t.

E m ails

N o fica on s

W H A T IS S E TM O RE ? N O TIFIC A TIO N S

- 9 -

Yo u can also custo m ize the bo dy o f the text m essage w ith dynam ic fields, w hich up date auto m a cally w ith the sp ecific ap p o intm ent info r m a o n.

W ith Setmore Premium, yo u can also send o ut auto m ated text rem inders to custo m ers. These hav e a m uch higher o p en rate than em ails and w ill do a be er jo b o f reducing yo ur no -sho w s.

Text reminders

W H A T IS S E TM O RE ? N O TIFIC A TIO N S

- 10 -

h ps://w w w .setm o re.co m /fea tures/go o gle-ca len da r-syn c

T im e S a v er: W ith Setm o re Prem ium , yo u ca n a ls o ena ble a 2-w a y ca lenda r s ync betw een Setm o re a nd G o o gle o r O ffice 365, helping yo u m a na ge yo ur m e be er.

Yo u ca n a ls o ena ble a Sta ff Lo gin fo r a tea m m em ber, w hich w ill give them co ntro lled a cces s to yo ur Setm o re a cco unt w ith a us erna m e a nd pa s s w o rd o f their o w n cho o s ing.

E a ch tea m m em ber ha s their o w n s ta ff pro file, w hich a llo w s yo u to co ntro l their a va ila bility by s e ng up w o rking ho urs , brea ks , a nd m e o ff.

S ta ff P ro files

W H A T IS SE TM O RE ? STA F F P RO F ILE S

h ps://m y.setm ore.com /prem ium # prem ium prod ucts

To ad d a prod uct subscrip on: In you r Se tm ore accou nt, click the shie ld icon in the le naviga on bar.

- 11 -

h ps://w w w .setm ore.com /live-booking

(+$1.25 pe r m inu te a e r 90 m inu te s)$ 1 to start, then $ 89/m onth

W hat it ad d s: W e answ e r you r bu sine ss phone and he lp cu stom e rs book appointm e nts dire ctly to you r Se tm ore cale ndar.

N e ve r m iss anothe r opportu nity w he n you ’re too bu sy to answ e r the phone .

L ive Booking (U S O nly)

h ps://w w w .setm ore.com /prem ium

$ 25 U S D /m o or $ 1 99 U S D /year

W hat it ad d s: te x t re m inde rs, online paym e nts, 2-w ay cale ndar sync, re cu rring appointm e nts

Re du ce no-show s, ge t paid online , and m anage you r m e be e r.

S etm ore P rem ium

Se tm ore is fre e to u se for as long as you w ant. E nhance you r e x pe rie nce w ith pla orm produ cts that he lp you grow you r bu sine ss:

F ree to use

W H AT IS SE T M O RE ? PL AN S & PRO D U CT S

- 12 -

L ike this guide? Share it.

h p s ://w w w .s etm ore.com /s tart-now

The best way to get to know Setm ore is to t ry it for yourself. C reate an ac c ount and book your first appointm ent in m inutes, no c redit c ard req uired.

Sign up for a free account

From our support website, c lic k the c hat bubble in the lower right c orner to start a 1:1 liv e c hat with a Setm ore expert. W e’re av ailable 24/7.

M es s age a Setm ore exp ert directly

h p s ://s up p ort.s etm ore.com

B rowse ov er 100 ar c les on ev erything Setm ore. E ac h ar c le offers step-by-step instruc ons, sc reenshots, and the oc c asional v ideo.

E xp lore the Setm ore s up p ort databas e

h p s ://w w w .y outube.com /us er/s etm oreap p ointm ents

E ac h v ideo is approxim ately 1 m in. for q uic k, rapid-fire learning. C ruise through a v ariety of topic s and see how eac h feature is set up in real m e.

W atch tutorial videos on Setm ore YouTube

W hat’s N ext?

W H A T IS SE TM O R E ? W H A T’S N E XT?